How do I check out a client at the desk?
Open the appointment on the Calendar and click Check out. Take the balance by Card, or click Mark paid for cash and other payments. The visit is marked completed for you.
Check out
- On the Calendar, click the appointment.
- Click Check out. It opens once the appointment has started.
- You'll see the balance due. Any deposit already paid has been taken off.
- If the client has a package, click Use package · 3 left (for example) next to the service. Paying with a gift card? Click Gift card and apply it.
- Take the rest:
- Card: Stripe's secure payment page opens. Enter the card, or hand the device to your client.
- Mark paid (cash/other): for cash, a card terminal, Venmo and so on. If you have more than one payment type, pick it under Paid with first.
- Once it's paid, the appointment shows Completed.
Nothing left to pay?
If a package or deposit covers everything, you'll see "No balance due". Click Complete.
Tips and sales tax
If you've set suggested tips or a sales tax rate in Settings › Gratuity & tax, Collect tip and Collect tax appear in the checkout. Each one opens Stripe's payment page separately, so they need Stripe connected.
No Stripe yet?
Without Stripe connected, the checkout shows only Mark paid: "Record payment taken in the studio (cash, card terminal, other)." See How do I connect Stripe so I can take card payments?
Good to know
- A walk-in without a client profile can't be checked out yet. If you want to record payment, book them with a client profile.
- Started a card payment by mistake? Click Cancel open card payment, then use Mark paid.
- Selling a package at the desk? Click Sell a package in the checkout.
Related articles
- How do I refund a payment?
- How do deposits and no-show fees work?
- How do I book, move or cancel an appointment?
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