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    Online Booking Deposit Option

    • It is possible to configure the online booking system to provide an option for the customer to pay either a full amount or a deposit.

    • The amount of the deposit, is calculated by either fixed amounts or percentages of the booking services.

    • For example:

      • Course - £100 fixed amount

      • Registration Fee - 100%

      • Accommodation placement fee - 100%

    • The ‘control' settings are based on each Service.

    • There is also a rule setting on Portal Settings (whether to include all bookings, or just the first bookings) and the number of days prior to start the deposit is required.

    • Configuration can include how the deposit is calculated, and how many days prior to a course starting the deposit is allowed as an option - for example, if the course starts shortly, deposit is not offered.


    Deposit Calculation Type

    • There is a portal site wide setting on each ‘site' which controls how a deposit is calculated.

    • First Course/Accommodation

      • The first course and first accommodation (chronologically) are used to calculate the deposit amount.

    • All Bookings

      • All bookings are used to determine the deposit amount

    Deposit Calculation Value

    • On each Service there are two fields - Portal Deposit Type and Portal Deposit Qty.

    • Portal Deposit Type is either Amount or Percent

    • Portal Deposit Qty is the value of the Amount or Percent

    Default Deposit

    • In the event any of the input services have a NULL Deposit Type and/or Value, then the total value of that Booking will be used to calculate the Deposit.

    • This can be used, for example, to require full payment of first course and/or first accommodation bookings.

    Details

    Brett Talbot's avatar
    Brett Talbot
    Owner
    Creator
    Brett Talbot's avatar Brett Talbot
    Last updated by
    Richard Turnbull's avatar Richard Turnbull

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    Schoolworks Ltd 2025