Collect Deposit While Creating a New Booking

1. To create a new booking, go to the EMR Board and click “New Booking” located in the top-right corner of the screen.
   Note: There are more navigation points available to create a new booking. For detailed instructions, refer to the “Book an Appointment through New Booking” user guide.
2. The New Booking form will open, complete the patient details and booking details sections. Below the booking details, select “Take Deposit” if you wish to collect an advance deposit, then click “Create Booking.” If the “Take Deposit” option is selected, you’ll be directed to the Upfront Deposit Payment Screen, which displays the required deposit amount.
   Note: When multiple services are selected, the deposit shown will be the total of all service deposits.
3. Choose the payment method (Existing Card, New Card, Cash or Other), fill in the required details and click “Pay Now” to collect the deposit.
   You have successfully collected deposits while creating a New Booking!

Collect Deposit While Creating an Advance Booking

4. To create an advance booking, go to the EMR Board and click “Advance Booking” located in the top-right corner of the screen.
   Note: There are more navigation points available to create an advance booking. For detailed instructions, refer to the “Book an Appointment through Advance Booking” user guide.
5. Complete the first five steps by filling in all required information, and proceed to Step 6. If a deposit applies to the selected service, the Upfront Deposit Payment Screen will display the deposit amount.
6. Choose the payment method (Existing Card, New Card, Cash or Other), fill in the required details and click “Pay Now” to collect the deposit.
   
7. Then, complete the remaining steps to finish creating the advance booking. Once the booking is created, the deposit amount will be successfully recorded as paid.
   You have successfully collected deposits while creating an Advance Booking!

Collect Deposit After Creating a Booking

8. You can also collect a deposit for a booking after it has been created, through the Bookings List Screen, which is accessible via two entry points.
   1. From the EMR Board Tabs, select “Bookings.”
      
   2. From the Left Navigation, click on the “EMR Board” dropdown menu and select “Bookings.” Alternatively, you can type “Bookings” into the search bar in the Left Navigation.
9. On the Bookings List Screen, click on three dots under the action column and select "Take Deposit" for the specific booking.
   Note: This button is provided in case you forgot to collect a deposit while creating the booking, allowing you to do so later with ease. “Take Deposit” button will only be visible for bookings that have not yet been conducted, and are yet to be performed.
10. You will be directed to the Upfront Deposit Payment Screen, which displays the required deposit amount.. Choose the payment method (Existing Card, New Card, Cash or Other), fill in the required details and click “Pay Now” to collect the deposit.Note: You can set the deposit amount for each service when adding a new service to the portal. This amount cannot be edited from the Upfront Deposit Payment Screen. For more information, refer to the “Managing Prepayments for a Service (Service Deposits)” user guide.
    The deposit has been successfully collected for the booking created earlier!