Start a New Checkout - Full Tutorial

How to: Start a New Checkout 

This feature is for a client that just walked-in or didn't have a previous appointment booked:

• Client walked in to pre-purchase a service package or product
• Client walked in for a service that was not previously booked 

• Click New Checkout

Note: The New Checkout is to help you create appointments and charge clients quickly and efficiently  

• Select (or create) a client

• Click Start Sale

• The New Cart popup will display

• New clients with no open appointments will have an empty cart
• Existing clients with open appointments (within the last 14 days) will have those appointments display in their cart

New Checkout allows you to:

• Add an item/add-on/product/service/package to a cart
  • Edit the price
• Add a discount to the clients cart 
• Add a tip to the client's appointment 
  • Split tips between staff
    • Help Guide: Split Tip between Staff
• Add a gift card/ voucher value towards cart
• Choose an external payment type (AKA: how they paid you):
  • Cash, Debit, Visa, Mastercard, Amex, Payment app 
• Charge a client's Card on File (for Stripe & Clover Users)
• Send the cart to Terminal (For Clover Users)

Closing a cart will auto-complete the appointment

NOTE: After any changes made, you must click Update Cart in order for the changes to appear.

How to: Add Items to the Cart

To add additional items to your cart:

• Enter the item name
• Enter the quantity
  • Minimum quantity: 1
• Enter the price
  • Price can be set to $0 
• To add more than 1 item, click +add item
  • There is no limit to how many additional items you wish to add
• Click Update Cart for the total to recalculate

How to: Apply a Discount

• Add a discount (by dollar amount $ or by percentage %)

Note: Discount will apply to all items in the cart

• After a discount has been added, click Update for the discount to apply

• The new subtotal and total will be re-calculated to include the discount

Note: Discount will apply to all items in the cart

How to: Split Tips

• To add a tip, the amount can either be:
  • A percentage
  • A dollar amount 
• If the client has multiple staff assigned to multiple appointments, you may enter different tip amounts for each staff.
• Click Update Cart for the total to recalculate. 

How to: Apply a Gift Card/Voucher

• To add a gift card/voucher, enter the amount.
• Click Update Cart for the total to recalculate. 

How to: Apply an External Payment Method

• To mark the type of payment of the client, enter the amount in: Cash, Debit, Visa, Mastercard, Amex, Payment app 
  • If a client paid $50 cash and $50 debit, you can split the payment as such 
• Click Update Cart for the total to recalculate

Note: You are only able to Close the appointment if the balance is $0

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 your Clover Terminal Cojilio App to close
• Charge Card on File: Charges the balance to a clients' card on file

Stripe Connected

• Enter External Payment: Select the payment method the client used 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

• Enter External Payment: Select the payment method the client used 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