> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Deposits and scheduling

> How a customer pays a deposit and picks their slot from the quote link.

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.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="They pick a time slot">
    Available slots from your Bays are shown. The customer selects one that works.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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.

## Re-share the scheduling link

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.

<Steps>
  <Step title="Open the quote">
    Find the quote in the *Deposited — needs scheduling* lane and click it to open the detail page.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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.

## Create a deposit link

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.

<Steps>
  <Step title="Open a quoted quote">
    Find the quote in the *Quoted, waiting on customer* lane and click it to open the detail page.
  </Step>

  <Step title="Create the deposit link">
    Click **Create deposit link**. Kordless generates a Stripe Checkout link for the deposit amount from your price book.
  </Step>

  <Step title="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.
  </Step>
</Steps>

The deposit link is valid for 24 hours. After that, create a new one.

## 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.

<Warning>
  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.
</Warning>

## What happens when a quote expires

Every quote has a validity window — 14 days by default, configurable in your [price book](/quoting/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**.

## Next steps

<CardGroup cols={2}>
  <Card title="Balance and final payment" icon="credit-card" href="/quoting/balance-and-final-payment">
    Collecting the remaining balance when the job is done.
  </Card>

  <Card title="Bays" icon="calendar" href="/day/bays">
    Your schedule: slots, holds, and booked jobs.
  </Card>
</CardGroup>