Sales

Collect deposit

By VeyloCRM · · 3 min read

Services with scheduling and orders suffer from cancellations. The deposit ensures commitment from both sides.

When

Reservations.

Amount

Percentage.

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Policy

Cancellation.

Confirmation

Receipt.

Deduction

In total.

What the customer expects

Clarity on how much to pay and what happens if rescheduling is needed.

Ready message

"Hi, Renata! To reserve Saturday, the deposit is 30% (R$ X) via Pix. The amount is deducted from the total. If you need to reschedule within 48h, we keep the credit."

Where to start

Write a three-line deposit policy.

An example

A bakery started charging deposits on orders. Last-minute cancellations almost stopped.

How the CRM helps

Tags show who has paid the deposit and who is pending.

Common mistakes

Confusing policy, personal Pix key, and not confirming receipt.

Frequently asked questions

When to ask for a deposit via WhatsApp?

For date reservations, custom orders, scheduled procedures, and services that require preparation or material purchase.

The bottleneck is almost never the team. It’s the time until the first response.

VeyloCRM replies to the lead immediately in your own language, organizes each conversation in the CRM, and keeps ready messages at the team’s fingertips — on WhatsApp, Instagram, and Messenger.