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When a quote goes out, the customer receives a price range and a link to commit. They pick a time slot and pay the deposit in one flow — that payment is the moment an inquiry becomes a booked job. The deposit amount comes from your published price book, and the money lands in your Stripe account.

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How the customer commits

When the agent sends a quote, it includes a scheduling link: yourstudio.kordless.ai/quote/{id}/schedule. The customer opens it and sees your available time slots, the quoted price range, and the deposit amount.
1

The customer opens the scheduling link

The page shows your business name, the vehicle, the quoted price range, and the deposit amount. The customer’s name and contact are pre-filled — they don’t re-enter what the quote already knows.
2

They pick a time slot

Available slots from your Bays are shown. The customer selects one that works.
3

They pay the deposit

Stripe Checkout opens with the deposit amount. The customer enters their card and pays. On success, the booking is confirmed and the slot is theirs.
When the deposit lands, the quote moves to Deposited & booked in the pipeline, the appointment appears on your Bays, and the vehicle gets a record in your Garage. The agent confirms the booking with the customer automatically. Sometimes a customer gets a quote but doesn’t schedule right away. If they paid a deposit but haven’t picked a slot, the quote shows in Deposited — needs scheduling with a scheduling link you can re-share.
1

Open the quote

Find the quote in the Deposited — needs scheduling lane and click it to open the detail page.
2

Copy the scheduling link

The scheduling link appears in a copyable field. Click Copy and paste it into a text or email to the customer.
If the customer already paid a deposit, the scheduling page lets them pick a time without paying again — the deposit is already on file. You can also re-share the scheduling link for a quote in Quoted, waiting on customer to nudge a customer who hasn’t committed yet. In some cases you may want to collect the deposit first, before scheduling — for example, to hold a job without locking in a specific date yet.
1

Open a quoted quote

Find the quote in the Quoted, waiting on customer lane and click it to open the detail page.
2

Create the deposit link

Click Create deposit link. Kordless generates a Stripe Checkout link for the deposit amount from your price book.
3

Send the link to the customer

Copy the link and send it to the customer. When they pay, the quote moves to Deposited — needs scheduling — they’ll still need to pick a slot from the scheduling link.
The deposit link is valid for 24 hours. After that, create a new one.

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Before deposits can work

You need a Stripe Connect account set up. Deposits are charged directly to your connected Stripe account — the money lands in your bank, minus Stripe’s processing fee and the platform’s per-booked-job fee. If Stripe isn’t connected yet, deposit links won’t generate and the scheduling page will let the customer book a slot without paying. Connect Stripe from Settings → Plan & billing to enable deposits.
If a customer books a slot but no deposit is collected (because Stripe isn’t connected or the service has no deposit policy), the quote stays in the Quoted state. The slot is held on your Bays, but the job isn’t financially committed until a deposit is taken.

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What happens when a quote expires

Every quote has a validity window — 14 days by default, configurable in your price book. If the customer doesn’t commit before the window closes:
  • The quote moves to Closed with an Expired tag.
  • The scheduling link shows a message that the quote has expired and directs the customer to reach out for a fresh one.
  • A paid deposit is never expired — if the customer already paid, they can still schedule.
You can create a new quote for the same customer from the Quote Desk by clicking New quote.

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Next steps

Balance and final payment

Collecting the remaining balance when the job is done.

Bays

Your schedule: slots, holds, and booked jobs.