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Checkout & payments

How do I complete a sale?

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The answer

From Professional, you can check out from an appointment or create a standalone sale. Services and products can appear on one receipt.

How it works

  1. Open Checkout. Open a checkout shift if needed and check the location and opening cash balance.
  2. Bring in the appointment or add services and products. Link the client if you want the purchase saved in their history.
  3. Check quantities, amounts and the selected payment method before taking payment.
  4. Check the payment status and complete the sale. You can then find the receipt and, where configured, email or print it.
Good to know

Recording a payment method does not automatically connect a card machine or bank account. Payment integrations need their own setup.

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