Applies to:

Stayntouch PMS

Deposit Rules

To configure deposit rules, navigate to Settings > Rates > Rules & Restrictions.

In settings, click on "RATES."

In the Rates section, select "Rules & Restrictions."

Here, we can find the deposit rules, which can be used to make payments before (or on) a reservation's arrival date. Once the rules are set up, they can be associated with different rates.

Here we can find the deposit rules, these can be used to make payments before (or on) a reservations arrival date. Once the rules are set up, they can be associated with different rates.

If deposit rules already exist, click on the downward-facing orange arrows to view these. To create a new one, select + Add New Rule.

If deposit rules already exist using the orange arrows will show these. To create a new one, select "add new rule".

Fill in the POLICY NAME; be mindful this can also appear on the confirmation email.

Fill in the policy name, be mindful that this can also appear on the confirmation email.

Fill in the DESCRIPTION for more information.

Fill in the "description" for more information.

When Allow editing of Deposit Payment is selected, users can edit the deposit amount field during reservation creation. We recommend toggling this on.

When "allow editing of deposit payment" is selected, users can edit the deposit amount field during reservation creation. We recommend toggling this on.

When selecting Apply to all bookings, you are opting for one deposit rule to be applied to all reservations. Although other deposit rules might exist, they will ALL be overwritten. We do not recommend selecting this option.

When selecting "apply to all bookings", you are opting for one deposit rule to be applied to all reservations. Although other deposit rules might exist, they will ALL be overwritten. We do not recommend selecting this option.

Ensure the "Apply to all bookings" checkbox is checked in the form.

In cases where a reservation has routing in place (for example to a company or OTA), it is possible to bypass requesting a deposit from the guest by selecting No deposit request on the reservations with routed charge.

In cases where a reservation has routing in place (for example to a company or OTA), it is possible to bypass requesting a deposit from the guest by selecting this option.

In the Rules & Restrictions section, click on the checkbox labeled "No deposit request on the reservations with routed charge."

Then we can set up our deposit schedule. As we want to collect the full deposit, the AMOUNT will be 100.

Then we can set up our deposit schedule. As we want to collect the full deposit the amount will be 100

The AMOUNT TYPE can be percentage, actual monetary amount, or number of nights depending on what kind of deposit rule you are setting up.

The "amount types" can be percentage, actual monetary amount or number of nights depending on what kind of deposit rule you are setting up.

Then we can decide whether we are taking Nightly (each night of the stay) or First Night. In this case, we want to collect the full deposit, so select Nightly.

Then we can decide whether we are taking 'nightly' (each night of the stay) or 'first night'. In this case we want to collect the full deposit, so select nightly.

Select the number of days in advance from the DAYS IN ADVANCE dropdown.

Select the number of days in advance from the "DAYS IN ADVANCE" dropdown menu.

The first option is At Booking; this is great for non-refundable deposit rules where we want to collect the deposit straight away. This gives a new option Instant Payment, this will charge the card the moment you add their credit card details. We do not recommend enabling this, as often some adjustments might still need to be made after booking. If not selected, we will collect the deposit during EOD.

The first option is "at booking", this is great for non refundable deposit rules where we want to collect the deposit straight away. This gives a new option "Instant payment", this will charge the card the moment you add their cc details. We do not recommend enabling this, as often some adjustments might still need to be made after booking. If not selected, we will collect the deposit during EOD.

The next option is Day of Arrival, meaning we would collect the deposit during this day. This also gives the Exclude from auto collection option, which can be used if you want the deposit to show up on the arrival day, but you do not want the system to charge this. Instead, this can be done at the front desk upon check-in.

The next option is "day of arrival", meaning we would collect the deposit during this day. This also gives another option "exclude from auto collection", which can be used if you want the deposit to show up on the arrival day, but you do not want the system to charge this. Instead this can be done at the front desk upon check-in.

The last option is Custom, where it will be possible to determine ourselves how many days in advance we want to collect this deposit.

The last option is "custom" where it will be possible to determine ourselves how many days in advance we want to collect this deposit.

It is also possible to have two schedules set up within the same deposit rule. For example, if you want to collect 50% two weeks before arrival, and the full 100% to show on the arrival date. To do this, we can use the + ADD SCHEDULE button.

It is also possible to have two schedules set up within the same deposit rule. For example if you want to collect 50% two weeks before arrival, and the full 100% to show on the arrival date. To do this, we can use the "add schedule" button.