Log in to your Online Calendar
Start a New Checkout
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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 / product
- Client walked in for a service that was not previously booked
- Click New Checkout, found next to "Create New Appointment" icon at the bottom right of your calendar.
- When toggling your mouse over the checkout icon, the icon states its the "New Checkout" button.
Calendar Navigation with New Checkout:
NOTE: The New Checkout is designed to help you create appointments and charge clients quickly and efficiently.
The New Checkout will appear as a New Sale.
- To begin, enter (or create) a client.
After entering the 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 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
- See the Split Tip between multiple Staff Guide here
- 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
- OR, Charge clients' card on file (for Stripe & Clover Users)
- OR, 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.
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.
Discounts:
- To add a discount, it can either be:
- A percentage
- A dollar amount
- Click Update Cart for the total to recalculate.
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.
Gift Card/Voucher:
- To add a gift card/voucher, enter the amount.
- Click Update Cart for the total to recalculate.
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.
Send to Clover Terminal, Stripe, or PayPal:
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IF they are a Clover connected company, they'll see Send to Terminal as the middle button
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IF they are with Stripe or PayPal, they will only see Update Cart & Close as the middle button
- IF they are with PayPal only, they will not see the Charge Card on File section

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