Starting a Group Checkout
Navigate to your Appointment Book page.
Select an existing ticket on the appointment book. Select Checkout
You may also directly click Checkout at the top of your software and choose the tickets needed to be checked out directly there
Select Start Group Checkout. This option is found in the Client Detail Section during checkout, underneath the client's e-mail.
A list of all the appointments for the day will show on the screen. Here you can select which ticket you wish to add to the Group Checkout by clicking the Checkbox to the left of the client's name.
If the ticket you wish to add does not appear on the list, you can select a past (or future) ticket by clicking the Calendar icon to the right of the date listed and selecting a date.
Once you have selected all the tickets you wish to add, you will see a Group Checkout icon in the right-hand corner of the screen. This should show a number next to it, indicating how many tickets are being checked out together.
Continue by clicking Group Checkout.
Here you will see the standard checkout screen but the tickets you have added will show under the ticket details as Group Checkout.
Confirm everything looks correct and click Proceed to Payments.
Select a payment option and close the ticket as you normally would. Removing a product or service from a ticket listed in Group Checkout can only be done on the Payers ticket or on newly added items. If you wish to remove a service or product from a non-payer ticket, you will need to remove the ticket from Group Checkout, edit the ticket by itself, then continue to the Group Checkout.
Managing Selected Tickets
This option can be found after selecting Start Group Checkout on a ticket. You will be directed to a screen that shows all appointments on a day.
Once you have selected the tickets you wish to add to the group checkout, you can select the option in the top right of the screen called Manage Selected.
Here you will be able to see all of the tickets and the appointment details added to the group checkout on the right side of your screen.
Below the appointment details on each ticket, you will see two options. Select as payer and Remove Appt.
The original ticket selected to create the Group Checkout will be automatically selected as the Payer. If you wish to change this, find the ticket you want to be the Payer and click Select as Payer. You can also do this by clicking Select as Payer on the right side of the appointment list.
If you wish to remove a ticket from the list, you can select Remove Appt, this will remove the ticket from the Group Checkout. You can also do this by unchecking the checkbox to the left of the client's name.
Under the Manage Selected option, there is also an option to Remove All or Group Check Out listed at the bottom of the screen.
Adding a Service or Product to Group Checkout
Select all the tickets you wish to add to the Group Checkout.
Then select Group Checkout on the right side of your screen.
Here you will see the appointment details of all tickets added to the Group Checkout.
If you wish to add a service or product to a ticket listed here, select the search bar and search the service or product.
Next, a pop-up window will come up asking you to select which client should receive this item.
Select the client. This item will now be added to their ticket.
After adding the new items, confirm the ticket details and Proceed to Payments.
Removing a product or service from a ticket listed in Group Checkout can only be done on the Payers ticket or on newly added items. If you wish to remove a service or product from a non-payer ticket, you will need to remove the ticket from Group Checkout, edit the ticket by itself, then continue to the Group Checkout.
On a ticket, the action buttons are listed below the product and services search bar, such as, Buy a Gift Card, Return an Item, and Add Credit to Balance. These options are only available to be selected/used by the Payer.