Lead Clickz

Check out a client

Checkout builds one ticket per visit (services, products, gift certificates, tips) and takes one or more payments.

Studio → Checkout (or “Check out $X” on an appointment)

  1. From the appointment, tap “Check out $X”, or in “Checkout” use “Find a client” or “Start without a client”.
  2. Add more with “Service”, “Product”, “Gift certificate” or “Other item”. Change any price, and set “Who” for each line.
  3. Add a “Discount” and a “Tip” (“15%”, “18%”, “20%”, “25%” or “Other”).
  4. Under “Take payment”, choose “Card reader”, “Client’s phone” (they scan a QR code), “Cash”, “Gift certificate” or “Other card machine”.
  5. Tap “Charge $X” or “Take $X”. To split a payment, enter part of the amount and take the rest another way.
  6. When it says “Paid”, tap “Book their next visit” to rebook them on the spot.
Good to know
  • Card reader and Client’s phone need Stripe connected.
  • The client gets a receipt in their account.
  • “Cancel this sale” only works before a payment is taken. After that, refund it instead.

Help & guides by Lead Clickz™