Check Out Guide

Check Out Guide

Check In & Out an Appointment from Appointment Detail

  1. From the Appointment Book, click on the Appointment
  2. Click the Check In button 
    1. The status of the appointment will change to “Checked In,” the status bar will change to green, and a new ticket will be created.
  3. When ready to Check Out, click on the Appointment again
  4. Click the Check Out Button, add items to the ticket and add a full payment to complete. 

Check In an Appointment from Appointment List

  1. From the Appointment Book, scroll below the schedule to the list of appointments
  2. Click the Check In button next to the Service / Client 
    1. The status of the appointment will change to “Checked In,” the status bar will change to green, and a new ticket will be created.
  3. When ready to Check Out, scroll below the schedule to the list of appointments
  4. Click the Check Out Button, add items to the ticket and add a full payment to complete. 

Create a New Ticket

  1. Click Check Out on the right menu
  2. A new ticket will be created
    1. Add a client to the ticket (by searching and selecting) is optional.

Check Out FAQs

Client Search: Add a client to the ticket for no client tickets or new tickets.

Go To Checkout List: Navigate to a list of all open tickets and Open & Assign Cash Drawer.

+ Promo: Add promotion to the ticket.

+ Tips: Add a tip to the ticket.

Favorites: Click the services, products or promotions for adding to the ticket.

Services: Select a service group from the drop down, and select a service to be added.

Products: Scan a barcode or enter product name in the search field.

Misc: Add non-commissionable, miscellaneous charges to the ticket.

Include Ticket: Add current, open ticket balances to a different open ticket.

🙂 😐  🙁: Select the happiness level of the customer based on business identified criteria. 

Other Tab

Gift Certificate: Sell gift certificates with unique gift numbers.

Deposits: Create a deposit for materials purchase, or to guarantee a future service.

Prepayment: Enter prepayment of future services.

Received on Account: Pay a balance due on the client’s account.

Package: Sell multiple services in one visit, or a series of visits over time.

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