Client checkout is a great feature for being able to track your appointments, revenue and payment type more easily. At the end of the year you’ll be able to create financial reports for your records and make taxes easier when the time comes.
To check out a client, click on the appointment on your calendar, make sure the appointment details are correct, and click the “Checkout” link at the bottom of the page.
Then, add details about the service price, add product if the client purchases it, add tip (optional) as well as payment method.
If your client pays with 2 different forms of payment (credit+cash), simply click the “split payment” link and add the amounts. Click the “Checkout” button when you’re done.
Once your client is checked out, they’ll receive a receipt via email (this does not include tip given). If you prefer not to send a receipt, simply click the check box that says “Do not send Client Receipt”.
A “Checked out” box will pop up summarizing your client checkout details. You can add tip on this page if they tip you after the transaction. Add a customized thank you message by clicking the purple “Customize Thank You Note” link, then click “Save”.
To see how Client Checkout works, check out a short how-to video here!