Credit when a client cancels

When a client cancels in time themselves, they choose what happens to the deposit: Keep it as credit for my next appointment, or Ask the salon for a refund. At the next booking the credit comes off the deposit automatically, as a whole; if it's more than the deposit, the rest counts as already paid at checkout. Credit isn't new revenue: the finance summary and the day close don't count it twice, because the deposit already counted on the day it came in.

Where to find it

Where to find itSettings → Online → Online booking
Open in NOZAIA

How it works

  1. Turn it on: Settings → Online booking, below the deposit: Carry the deposit over when cancelling.
  2. Choose Cancelling in time (at least so many hours in advance) and how long the credit is valid.
  3. All credits are under Deposits (via Outstanding), at Credit from cancelled appointments, with the filters Open, Refund requested and All.
  4. For each credit: Refunded (once you've paid it back, via Invoices or yourself), Withdraw or Keep as credit.
  5. Below that, at Cancelled with a deposit, are appointments that were cancelled with a deposit but without credit, for example because you cancelled or the client called; Keep as credit makes one yourself.
  6. On the client record the credit is shown in the wallet.

If something doesn't work

My client got no choice for the deposit when cancelling.

The choice only appears when Carry the deposit over when cancelling is on, a deposit was actually paid and the client cancels at least as many hours in advance as you chose. When cancelling later, the client sees it can't be kept as credit and you decide. You can always keep it as credit yourself under Deposits, at Cancelled with a deposit.

The credit didn't come off the deposit at the new booking.

The credit only applies when the client books with the same client profile (usually the same email address), it's still valid and the new services together cost at least as much as the credit. For a salon that books on request, or a room booking, it stays put.

Related guides

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Last checked 30 October 2026

Credit when a client cancels | NOZAIA Learn