Checking Out Services

 

This post will teach you how to check out a customer directly from the "Calendar Screen". This is useful due to the fact that it speeds up the checkout process by starting directly from the Calendar Screen.

 

Step 1. Click on the "Appointment"  on the "Calendar Screen" and click on "Service Complete (Checkout)".

 

Step 2. Add additional services click on "Service"

 

Step 3. Add a package by clicking "Package"

 

Step 4. Insert the information for the "Package" that is going to be added to the transaction and click "Save"

 

Step 5. Add a "Gift Certificate" by clicking "Gift"

 

Step 6. Enter in the information for the "Gift certificate that is going to be added to the transaction and click "Next"

 

Step 7. Delete an unwanted items from the transaction by clicking the "Trash can" icon.

 

Step 8. Confirm you are deleting the item from the transaction and click "Ok"

 

Step 9. Apply a discount to a service if a discount is needed to be applied.

 

Step 10. Enter a form of payment.

 

Step 11. To enter a gift certificate as a form of payment click "Gift Certificate"

 

Step 12. To pay with a credit card click "Credit Card Info"

 

Step 13. Enter the customer's credit card information and click "Add"

 

Step 14: To pay with cash enter in the amount of cash payed by the customer in the "Cash Amount" box.

 

Step 15. Once the form of payment has been entered click Checkout. You can choose to send a receipt or to not if you do not want to provide a paper receipt (or green receipt) to your customers. There is a checkbox next to the Checkout button.

 

 

 

Step 16. To confirm that the service has been checked out correctly go back to the "Calendar Screen" and see if the color of the appointment has changed to Grey.

 

The video below also explains how to checkout a service directly.