The Save for Later button can be used to save a transaction for a later time. This action removes items from their cart without losing the applied services, products, discounts, etc. When the customer is ready to complete their purchase, you can simply access their saved cart to complete the checkout without having to redo the entire process.
To learn more, follow the steps below.
At the bottom of the Checkout screen, tap the down-arrow icon next to Checkout, then select Save For Later.
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Important
You cannot Save For Later without first selecting a customer and adding items to the cart.
To learn more about checking out appointments and walk-ins, see the following articles.
You'll see any Save For Later customers on the Checkout screen.
To remove one from the list, hover over the customer, tap the X, and confirm on the pop-up dialog.
To check out the customer, tap their Save For Later box. This opens the saved transaction on the Checkout screen.
Saved for later customers are displayed in order based on the created date and time.
Save For Later List
When selecting a customer, tap the Saved tab to see an alphabetic list of customers with Save For Later records. Tap a customer to open their cart on the Checkout screen.
You can save up to 20 customers at a time. If you try to save more than 20, you'll get a message stating that you've exceeded the maximum limit. Tap Delete to replace the last customer from the list.
At the bottom-right corner of the Checkout screen, click the down-arrow icon next to Checkout, then select Save For Later.
Important
You cannot Save For Later without first selecting a customer and adding items to the cart.
To learn more about checking out appointments and walk-ins, see the following articles.
You'll see any Saved For Later customers on the Checkout screen.
To remove a saved customer from the list, hover over the customer, click the X icon, and then confirm.
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Click the customer's Save For Later box to restore the saved transaction.
Saved customers are displayed in ascending order based on the created date and time.
Save For Later list
Click the Save For Later tab when selecting a customer to see an alphabetic list of all saved checkouts. Click one to process the transaction.
Maximum 20 Records
You can save up to 20 customers at a time. If you try to save more than 20 clients, a pop-up message will display that you've exceeded the maximum limit. Click Delete to replace the last saved customer from the list.
Comments
2 comments
Finally!! Thank you!
No problem Erin!
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