Check out an appointment
Take payment for an appointment from the calendar and close the order.
When a customer has had their treatment, open the checkout from the appointment. You take payment there and the appointment is marked as completed.
Check out from the calendar
Open the appointment menu
Click the appointment in the calendar and choose Checkout. You also find Checkout in the appointment's details.
Review the order
The services from the appointment are already in the order. You can change the order here, for example add items or a comment, change staff, or give a discount.
Click Pay
Click the Pay button with the amount. The checkout screen opens.
Choose how the customer pays
Choose a payment method. The methods shown depend on your company's settings. Cash, card terminal, gift cards and clip cards are all supported. You see Payments made and the amount left to pay.
Finish
When nothing is left to pay, click Order is paid, complete order. You then see the receipt.
When the order is complete, the appointment becomes Completed.
For more about the payment screen, see Take a payment in the web POS.
Gift cards and clip cards
If the order contains gift cards or clip cards, you are asked to confirm before payment is completed. They are sent to the email on the order. If there is no email, they are not emailed. Add the email to the order before you finish if you want them sent.
After payment
The receipt screen lets you:
- Send Receipt by email
- Download Receipt or Print Receipt
- Refund, Credit Order or Edit Payments
- Add Comment, Change Staff or Change Time
- Open Cash Drawer