📝Overview
Learn how to check out clients in different situations, including scheduled appointments and walk-ins. You'll be guided through confirming service and client details, processing payments, and finalizing tickets with confidence. Each process is simple and customizable to match how your business operates.
🛠️How to Checkout a Client
You can check out clients either from a scheduled appointment or without one by starting a new transaction. Each method walks you through confirming client and service details, selecting a payment type, and completing the transaction smoothly.
📆Check Out a Client With an Appointment
Use this process when the client has an appointment on the calendar and is ready to pay.
Click the arrow to learn how to check out a client with a scheduled appointment
Click the arrow to learn how to check out a client with a scheduled appointment
Open your software and click the Appointment Book icon to open the calendar view.
Click on the client’s appointment on the calendar to preview the appointment details.
If the client is already checked in, a Check Out button appears in the bottom-right.
If you don’t see it, click Appt Details > Actions > Check Out.
The next screen shows the client’s info, selected services or products, and the order summary. Confirm that everything is correct.
Click Proceed to Payments to continue.
On the Payment Detail screen:
Choose the payment method (e.g., Credit, Cash, Gift Card, Check, Custom, Pay Later).
Custom marks the ticket as paid but doesn’t process a transaction. Use this to manually record payments made outside the system, like third-party or split payments.
Enter the payment amount.
Optionally add comments.
Click Add Payment. The payment will appear in the order summary on the right.
When the payment is confirmed, click Close Ticket to complete the checkout.
🛍️Check Out a Client Without an Appointment
This process is used when a client doesn’t have an appointment but still needs to make a payment or purchase. It’s commonly used for product purchases, applying client balances, and selling gift cards.
Click the arrow to learn how to check out a client without a scheduled appointment
Click the arrow to learn how to check out a client without a scheduled appointment
Start by creating a new transaction:
Click +Create and select New Transaction, OR
Click the Checkout icon, then click + New Transaction in the top left corner
In the next screen, search for an existing client or enter a new one, then select the service they received. Once all transaction details are complete, click Proceed to Payments.
On the Payment Detail screen:
Choose the payment method (e.g., Credit, Cash, Gift Card, Check, Custom, Pay Later).
Custom marks the ticket as paid but doesn’t process a transaction. Use this to manually record payments made outside the system, like third-party or split payments.
Enter the payment amount.
Optionally add comments.
Click Add Payment. The payment will appear in the order summary on the right.
Once the payment is confirmed, click Close Ticket to complete the checkout.
👥How to Complete a Multi-Ticket (Group) Checkout
Combine multiple tickets into one seamless checkout. This is useful when clients have more than one appointment or when a group is paying together. You'll choose who pays, review all ticket details, and process a single payment.
🧭Begin a Group Checkout
Start a multi-ticket checkout when two or more tickets need to be paid for together. This feature allows you to combine multiple appointments into one payment flow.
Click the arrow to learn how to select and begin a multi-ticket checkout
Click the arrow to learn how to select and begin a multi-ticket checkout
Navigate to your Appointment Book page, then:
Click on an existing appointment and select Check Out.
In the Client Detail section, click Start Group Checkout (located below the client's email), OR
Click the Checkout icon to be taken directly to the list of tickets for the day.
Use the checkboxes to select the tickets you want to include.
If a ticket doesn’t appear, click the calendar icon to choose a different date.
When you’ve selected all tickets, the Group Check Out button will show how many are included. Click this icon to continue.
The standard checkout screen will display all selected tickets grouped together under the payer’s client details section.
Confirm all details, then click Proceed to Payments.
On the Payment Detail screen:
Choose the payment method (e.g., Credit, Cash, Gift Card, Check, Custom, Pay Later).
Custom marks the ticket as paid but doesn’t process a transaction. Use this to manually record payments made outside the system, like third-party or split payments.
Enter the payment amount.
Optionally add comments.
Click Add Payment. The payment will appear in the order summary on the right.
When the payment is confirmed, click Close Ticket to complete the checkout.
✏️Edit Ticket Selection Before Checkout
After selecting tickets, you can choose who will pay, remove any tickets that don’t need to be included, and double-check appointment details before moving forward with the checkout.
Click the arrow to learn how to adjust tickets before completing a group checkout
Click the arrow to learn how to adjust tickets before completing a group checkout
After selecting the tickets you wish to add to the group checkout, click Manage Selected.
All selected tickets will appear on the right side, showing appointment details for each one.
Under each ticket, you’ll see two options:
Select as Payer: Choose which client will be responsible for payment.
Remove Appt: To remove an individual ticket, click Remove Appt under the ticket or uncheck the box next to the client's name. To remove all tickets at once, click Remove All at the bottom of the screen.
When your ticket list is ready, click Group to continue to the next step.
➕Add Items During a Group Checkout
You can add extra services or products to any of the tickets before completing a multi-ticket checkout. Items can be assigned to a specific client during the process.
Click the arrow to learn how to add a product or service to a selected ticket
Click the arrow to learn how to add a product or service to a selected ticket
After selecting your tickets and starting the group checkout, you'll see the appointment details for each one.
Use the search bar to find the service or product you'd like to add.
A pop-up window will appear prompting you to select which client should receive the item.
Once selected, the item will be added directly to their ticket.
Review the updated ticket details, then click Proceed to Payments.
⚠️Please Note:
You can only remove a product or service from the payer’s ticket or from items you’ve just added. To edit another ticket, remove it from the group, make your changes, then restart the multi-ticket checkout.
At the bottom of the ticket, you’ll also find action buttons like Buy a Gift Card, Return an Item, and Add Credit to Balance. These options are only available for the payer’s ticket.