Creating your first Transaction/Checking out a Client

Appointment Checkout Process

After your appointment is scheduled, the next step involves checking out the client. Here’s how to do it:

Select the Appointment: Click on the scheduled appointment.
Payment: In the appointment window, click on Pay Now to access the Point of Sale (POS) system.
Choose Payment Type: At the top of the POS, select your preferred payment method.
Complete Transaction: Press the Green Save button to finalize the transaction.

Upon completion, a prompt displaying the receipt details will appear. If the payment is associated with an appointment, the appointment status will be automatically updated to "Paid."

PreviousCreating your first Appointment NextDashboard

Last updated 1 year ago

Creating your first Transaction/Checking out a Client

Appointment Checkout Process

After your appointment is scheduled, the next step involves checking out the client. Here’s how to do it:

Select the Appointment: Click on the scheduled appointment.
Payment: In the appointment window, click on Pay Now to access the Point of Sale (POS) system.
Choose Payment Type: At the top of the POS, select your preferred payment method.
Complete Transaction: Press the Green Save button to finalize the transaction.

Upon completion, a prompt displaying the receipt details will appear. If the payment is associated with an appointment, the appointment status will be automatically updated to "Paid."

PreviousCreating your first Appointment NextDashboard

Last updated 1 year ago