Closing a cart & entering External Payment method

Login to your Online Calendar 

• Click the appointment of the client who you wish to add an External Payment method to
• Click Checkout

• 

• For a new checkout (walk-in client or a client that does not have appointments) click on New Checkout at the bottom right of your Calendar

Close Cart Payment: Options

• Close a cart by:
  • Entering how the client paid in the External Payment section
  • Charging the balance to the Card on File (Clover & Stripe customers only) 
  • Send the cart to your Clover Terminal for the client to pay

How to: Close a cart through Clover, Stripe, or PayPal 

Clover Connected:

For Clover Connected accounts, you have 2 options:

• Send to Terminal: Sends the cart to the Cojilio Terminal App for your client to pay (cart & appointments will be automatically closed in Cojilio once closed in your Clover Terminal)
• Charge Card on File: Charges the balance to a clients' Card on File

Stripe Connected

• External Payment: Select whether the client has paid Cash, Debit, Visa, etc. in the External Payment section > Click Close to the close the cart (once balance = $0)
• Charge Card on File: Charges the balance to a clients' Card on File

PayPal Connected

• External Payment: Select whether the client has paid Cash, Debit, Visa, etc. in the External Payment section > Click Close to the close the cart (once balance = $0)
• To charge client cards on file, upgrade your payment connection to Clover or Stripe