Keep clients coming back by easily rolling over deposits from one appointment to the next — perfect for multi-session work or reschedules.
🧠 How It Works
Rolling over a deposit means applying a client’s existing deposit from a past appointment to a future appointment, instead of refunding it or forfeiting it.
This is a great way to:
Incentivize clients to rebook
Avoid refunding and re-collecting payments
Keep track of deposits with less manual work
🛠️ How to Rollover a Deposit
🕒 You must transfer the deposit before checking out the original appointment.
1. Schedule the Next Appointment
On app.getporter.io or in the mobile app, create a new appointment for the same client.
When creating the appointment, set the deposit to $0.
2. Transfer the Deposit
On Desktop: Click the three dots in the top right corner of the appointment details, then select “Transfer deposit from client profile.”
On Mobile: On the appointment detail screen, tap “Transfer Deposit” (you’ll see it listed as an action).
❗ If you don’t see the option, make sure the new appointment doesn’t already have a deposit tied to it. You can only transfer deposits to appointments with $0 deposit.
3. Select the Appointment to Transfer From
Choose the past appointment that had the deposit you want to move.
Once confirmed, the deposit will be transferred to the new appointment.
4. Check Out the Old Appointment
Go back to the original appointment and check it out — the deposit will now show as removed from that appointment.
Need help handling edge cases or refunds? Check out our Cancel an Appointment and Refunds & Transactions articles.