Start a New Checkout

Log in to your Online Calendar 

• Click on the New Checkout button 

Note: This feature is for a client that just walked-in or do not have any appointments booked

How to: Start a New Cart

• The New Checkout will appear as a New Sale
• To begin, choose (or create) a client

• After choosing 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
• Add a gift card/ voucher value towards cart
• Choose an external payment type (how they paid):
  • 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.

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: Add a Discount

• Add a discount ($ or  %)

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 % or $ 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 
• 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 will 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 whether the client has paid cash, credit, debit etc in the External Payment section > select 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 whether the client has paid cash, credit, debit etc in the External Payment section > select Close to the close the cart (once balance = $0)
• To charge client cards on file, upgrade your payment connection to Clover or Stripe