Damage deposits

A damage deposit is a hold on the client's card, not a charge. The money stays theirs unless you keep some of it after the event.

Ask for one

Owners and managers, on a booked lead:

1. In the right-hand column, find Damage deposit and click Ask for one.
2. Enter the amount (between $1 and $50,000).
3. Choose when it's released within 1 to 5 days of the event.
4. Add a note for the client if you like, such as what it covers.
5. Click Save.

The panel shows the amount and the day they can place the hold from: three days before the event. Change edits it; Don't ask for one withdraws the request.

What the client does

On their page, Damage deposit explains the hold and when it's released. From three days before the event, Place the $… hold opens Stripe to put the hold on their card. Before then, the page tells them the day it opens.

After the event

Once the hold is placed, the panel shows held and when the hold lapses.

• Release it: their bank drops the hold, usually within a few days.
• Keep some for damage: enter the amount (up to the hold) and what it's for. The client sees the reason. Click Keep it, release the rest.

The client's page shows the outcome: released with nothing charged, or what was kept and why.

Good to know

• The client needs a card for the hold; bank accounts can't be held.
• A hold isn't money in your account, so it doesn't appear in Money coming in unless you keep some of it.

Troubleshooting

• "Set the event date first.": the lead needs a date.
• "Damage deposits are for booked events."
• "The hold is already placed. Release it and ask again to change it."
• "The hold has lapsed and can't be charged now.": card holds expire, so act within the release window.
• "Say what the money is for. The client sees it."