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Confirm Deposit Appointments

Hold requested times, confirm paid bookings, and release unpaid holds

Use this Agent instantly or customize it - no programming needed

Request a deposit for a pending appointment
Reads
  • appointment bookings
    appointment bookings

    Your bookings show each visitor's requested time, appointment type, contact details, and current status.

  • deposit settings
    deposit settings

    You choose each appointment type's deposit amount, currency, and payment deadline.

  • deposit invoices
    deposit invoices

    Your invoices link payments to bookings and show the amount, visitor, and payment time.

Appointment booking tool
Appointment booking tool

Your appointment booking tool holds requested times, confirms paid appointments, and releases unpaid ones.
Invoicing tool
Invoicing tool

Your invoicing tool emails deposit invoices, reports payments, and voids invoices for released times.
Invoicing tool
Is the appointment no longer pending?YesNo
Stop before invoicing the visitor
Does this booking already have a deposit invoice?YesNo
Keep the existing invoice
Is the deposit price or visitor email missing?YesNo
Flag the booking for owner review
Writes
  • bookings for owner review
    bookings for owner review

    You can resolve bookings with missing deposit details or an invoice status the Agent cannot verify.

Email one deposit invoice with the booking ID and deadline
Writes
  • deposit invoice
    deposit invoice

    Your visitor receives an invoice linked to their requested time and payment deadline.

Confirm an appointment after deposit payment
Reads
  • deposit invoices
    deposit invoices

    Your invoices link payments to bookings and show the amount, visitor, and payment time.

  • appointment bookings
    appointment bookings

    Your bookings show each visitor's requested time, appointment type, contact details, and current status.

  • deposit settings
    deposit settings

    You choose each appointment type's deposit amount, currency, and payment deadline.

Invoicing tool
Invoicing tool

Your invoicing tool emails deposit invoices, reports payments, and voids invoices for released times.
Invoicing tool
Appointment booking tool
Appointment booking tool

Your appointment booking tool holds requested times, confirms paid appointments, and releases unpaid ones.
Is this booking already confirmed for the same invoice?YesNo
Stop without sending another confirmation
Is the booking no longer pending?YesNo
Flag the paid invoice for owner review
Writes
  • paid invoices for owner review
    paid invoices for owner review

    You can resolve mismatched or late payments before offering a refund or another time.

Do the invoice and booking details disagree?YesNo
Flag the paid invoice for owner review
Writes
  • paid invoices for owner review
    paid invoices for owner review

    You can resolve mismatched or late payments before offering a refund or another time.

Did payment arrive after the hold deadline?YesNo
Flag the paid invoice for owner review
Writes
  • paid invoices for owner review
    paid invoices for owner review

    You can resolve mismatched or late payments before offering a refund or another time.

Confirm the appointment and email its details
Writes
  • confirmed appointment
    confirmed appointment

    Your visitor's appointment moves from pending to confirmed after a matching, timely deposit.

  • appointment details
    appointment details

    Your visitor receives their confirmed time and location or meeting link by email.

  • deposit receipt
    deposit receipt

    Your payment account sends the visitor a paid invoice or receipt for the deposit.

Release unpaid appointment holds
Reads
  • current time
    current time

    Your scheduled check uses the current time to find holds past their payment deadline.

  • deposit settings
    deposit settings

    You choose each appointment type's deposit amount, currency, and payment deadline.

  • appointment bookings
    appointment bookings

    Your bookings show each visitor's requested time, appointment type, contact details, and current status.

  • deposit invoices
    deposit invoices

    Your invoices link payments to bookings and show the amount, visitor, and payment time.

Appointment booking tool
Appointment booking tool

Your appointment booking tool holds requested times, confirms paid appointments, and releases unpaid ones.
Invoicing tool
Invoicing tool

Your invoicing tool emails deposit invoices, reports payments, and voids invoices for released times.
Invoicing tool
Is the hold still active or the booking already closed?YesNo
Leave the booking as it stands
Has the linked invoice been paid?YesNo
Leave the booking for payment confirmation
Can you not verify the invoice's payment status?YesNo
Flag the booking for owner review
Writes
  • bookings for owner review
    bookings for owner review

    You can resolve bookings with missing deposit details or an invoice status the Agent cannot verify.

Is there no linked invoice after a complete search?YesNo
Decline the booking and release its time
Writes
  • released appointment time
    released appointment time

    Your unpaid visitor's declined booking frees the requested time for someone else.

  • cancellation notice
    cancellation notice

    Your booking tool tells the visitor their unpaid appointment request was declined.

Decline the unpaid booking and void its invoice
Writes
  • released appointment time
    released appointment time

    Your unpaid visitor's declined booking frees the requested time for someone else.

  • cancellation notice
    cancellation notice

    Your booking tool tells the visitor their unpaid appointment request was declined.

  • voided deposit invoice
    voided deposit invoice

    Your visitor can no longer pay an old invoice for a released time.

This Agent waits for a booking request and invoices the visitor for your chosen deposit. It checks payment against the booking and deadline, then confirms the appointment. If payment stays overdue, it releases the time.

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Stripe
Used as:
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LeadConnector
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Zoom
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Stripe (Legacy)
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Microsoft Office 365
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PayPal
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Whop
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Razorpay
Used as:
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Zoho Invoice
Used as:
Show all Agents working with Zoho Invoice

Made for your industry

Confirm Deposit Appointments is made for businesses in these industries.

Made for your role

Confirm Deposit Appointments is made for people in these roles.

Made for your department

Confirm Deposit Appointments is made for people in these departments.

How Confirm Deposit Appointments works

4 steps, in order, on every run.

  1. Hold the requested timeCheck the booking request and keep its selected time pending for the deposit. Flag requests with no usable email address.
  2. Send the deposit invoiceUse your price for the appointment type to create a deposit invoice. Email it with the payment deadline.
  3. Confirm paid appointmentsCheck the paid invoice against the booking, deposit and deadline. Confirm the time so your connected tools send details and a receipt.
  4. Release unpaid holdsCheck overdue pending requests and their invoices every 15 minutes. Decline unpaid bookings and void their invoices to free the time.

How to Get Started

Connect your tools

Connect the tools you already use, such as Stripe, LeadConnector or Zoom.

9 tools
Set your rules
  • Choose the appointment types that require a deposit, with each type's deposit amount and currency.
  • Enable pending confirmation and the option for unconfirmed bookings to block calendar slots; use an availability schedule where other appointment types cannot take a held time.
  • Enable booking confirmation emails with the appointment time, location or meeting link.
  • Set a 24-hour payment deadline and run the unpaid-hold sweep every 15 minutes.
  • Connect the invoice account, enable emailed invoices and paid invoice receipts, and store the booking ID on each deposit invoice.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Confirm Deposit Appointments:

Can I choose which appointments need a deposit?

Yes. You choose the appointment types, deposit amount, and currency. You set pending confirmation, calendar holds, and a 24-hour payment deadline.

What if an invoice shows payment at the deadline?

The booking stays pending while the Agent checks whether payment arrived on time. You handle any late payment or confirmation failure.

What happens if the deposit is wrong or late?

The Agent flags the paid invoice for your review and leaves an unmatched booking pending. If the hold expired, you decide on a refund or a new time.

How do clients get their appointment details and receipt?

You enable booking confirmation emails and paid invoice receipts. After a valid deposit, your connected tools send the appointment details and receipt.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.