Check in and check out
Check a client in, mark the visit complete or a no-show, take payment with a tip, and sell products.
For: Front deskManagersOwners
Click a visit on the schedule to open it. The panel shows the service, practitioner, time, and status.
Check in
When the client arrives, choose Check in. When the visit is over, choose Complete. If they never came, choose No-show; your missed-visit fee applies if you have one.
Marking a visit complete sends the client a one-tap rating link and any aftercare you set for that service.
Checkout
- In the visit panel, under Checkout, enter a tip if there is one.
- Choose Checkout. The card on file is charged, or the client pays at the desk.
If the client uses a package, the visit comes out of the package instead.
Sell a product
On the client's profile, choose Sell a product. Pick the items and add a percent or dollar discount with a reason if you need to. Tax is added after the discount. The client can pay with the card on file, a card at the desk, or cash, or you can add it to their balance. Stock counts down on its own.
Reassign a visit
Under Reassign, pick another practitioner and give a reason. Practitioners cannot move another person's visit.
Still stuck? Contact support, or in the app open your account menu and choose Contact support.