Appointment Transactions

​​When a client finishes their appointment, you’ll process their payment directly from the appointment screen. This workflow allows you to review charges, apply tips, add additional items, and select from multiple payment options before finalizing the transaction.

Processing a Transaction from an Appointment 

1. Check Out the Appointment: Select the customer’s appointment once their service is completed and click Check Out to open the transaction panel.
   
2. Review and Add Items: The service price will auto-populate. If a discount or package applies, it will display with a discount label. You can add a tip for the service provider and include additional items such as products, service credits, packages, gift cards, or balance payments.
   
3. Confirm Total: Review the transaction total, including any applicable taxes, fees, tips, or discounts.
   
4. Take Payment: Go to the Payment Tab and choose your payment option:
   • Generate a Payment Link: Let the client scan a QR code or send them a link to complete the payment on their device, with access to more payment methods (like Klarna, Affirm, or Apple Pay, depending on your company setup).
   • Click Add: Manually select and split payments between your company’s available methods.
5. Process the Transaction: Ensure the remaining balance is zero before clicking Process. The transaction closes the appointment and marks it as completed.
   Note: Open transactions can prevent cash process closings, so it’s important to finalize all transactions.