Take a deposit upfront
Reduce no-shows by requiring a deposit. The AI texts callers a Stripe link mid-call; the slot is released if payment does not clear.
7 steps · 6 min read
When deposits make sense (and when they don't)
Deposits are the single best lever against no-shows, but they aren't free:
- They reduce booking volume. Some percentage of callers will hesitate at the payment step and take details for callback instead. That's not necessarily bad — those are the lowest-intent callers — but factor it in.
- They require a short onboarding explanation. The AI will say “I'll text you a secure link to hold your slot” — no surprises, but callers can and do push back.
Deposits are worth it when:
- Your no-show rate is over ~5%
- Services are high-value (above ~$80) or high-effort (long prep, bookings-only-slots)
- You've already tried SMS reminders and it's not enough
Connect Stripe
Deposits use your Stripe account directly — the money lands in your bank, not ours. If you haven't connected Stripe yet:
- Open Settings → Billing → Stripe Connect
- Click Connect Stripe account
- Either create a new Stripe account or connect your existing one
- Return to Vervox once Stripe confirms the connection
We take no cut of deposits — you pay Stripe's standard card-processing fee (around 1.75% + 30¢ in Australia) and nothing else.
Turn on deposits for a specific service
Deposits are configured per service, not globally — some services (e.g. quick consultations) may not warrant a deposit while others (e.g. full-day photoshoots) do.
- Open Settings → Smart Booking → Services
- Click the service you want to require a deposit
- Expand Deposit settings
- Toggle Require deposit on and set the amount
- Save
The change is live on the next call. Existing bookings for that service are unaffected.
Amount, refund policy, and how to set expectations on-call
Typical deposit structures:
- Flat deposit — e.g. $30 across all services. Simple and fair.
- Percentage of service — e.g. 25% of a $200 service = $50. Scales naturally.
- Full prepayment — for sessions under $100 that have no variable cost.
Whatever you pick, write your refund policy into the service's custom instructions so the AI can answer "is it refundable?" consistently. Common policies:
- Refundable up to 24h before the appointment
- Refundable as credit (not cash) for reschedules
- Non-refundable but transferable to another date
The 2-hour hold window explained
Here's the exact mechanic:
- Caller picks a slot and agrees to the deposit.
- The AI books the slot in pending_deposit state — it's held, not confirmed.
- The AI texts the caller a Stripe checkout link.
- The caller has up to 2 hours to complete payment.
- If payment clears within the window → the booking flips to confirmed, calendar is written, the slot is locked in.
- If the 2 hours elapse without payment → the slot is released, the booking is cancelled, and the caller gets an SMS that says so.
This prevents opportunistic holds: someone can't tie up all your prime slots by refusing to pay, while still giving a busy caller enough time to find their card.
Handling failed payments and released slots
Sometimes legitimate callers fail the first payment attempt — card declined, browser closed, bounced SMS. They'll usually call back within a few minutes. When that happens:
- The AI checks if the slot is still available. If yes, it re-holds it and sends a fresh link.
- If the slot has been taken by someone else, the AI offers the next available slot.
You don't need to do anything manually — Stripe sends failure-reason metadata back and the AI handles the recovery. If you want to intervene, the failed hold is visible in Appointments with status pending_deposit and the conversation log shows what went wrong.
Reading pending_deposit rows in the Appointments dashboard
The Appointments page shows every booking status:
- confirmed — fully booked, payment received.
- pending_deposit — slot held, waiting on payment (max 2 hours).
- cancelled — caller cancelled or deposit timed out.
- completed — appointment happened.
- no_show — marked as no-show (keeps the deposit if your policy says so).
Filter the Appointments list by status to see what needs attention. Most of the time you won't need to — the flow self-heals.
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