How to: Create a new cart (new checkout)

Log in to your Online Calendar

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 / 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: 

• IF they are a Clover connected company, they'll see Send to Terminal as the middle button 
• 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