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Arrive and checkout a customer

Learn how to Arrive a customer at your salon, then check them out and rebook them once their appointment is finished.

Arriving a customer

  • Locate the customer's appointment on the screen.
  • Click on the appointment to bring up the Details menu.
  • Confirm the customer's appointment if it's not already confirmed.
  • Select "Arrived”. This changes the status of the appointment to indicate that the customer has arrived.

Checking out a customer

  • After the customer has received their service, it's time to check them out.
  • Click on the appointment once again to bring up the Details menu.
  • Select the "Checkout" option.

  • This action takes you to the Point of Sale (POS) menu with the services booked as part of their Appointment.
  • Review the items added to the sale:
    • Change the employee who provided the service or made the sale by selecting “(Unspecified)” or the employee name in orange.
      • If you are checking out a service comprised of sub-services, you can expand the list of sub-services and change the employee on a sub-service level.

    • Change the price of a Product or Service by clicking on the price in red.
    • Change the quantity of a Product or Service by clicking on the “x1” in red.
    • Discount the price of a Product or Service by clicking on the price next to the downwards arrow in red.
    • Discount the price of the entire sale by selecting the clicking on the price next to "Sale discounts".
    • Change tax type by selecting the price next to GST.
    • Remove an item from the sale by clicking on the rubbish bin icon.
  • You can also add a Product or a Service by clicking on the “Add item” icon.
  • Once all adjustments are made, proceed to payment by selecting "Payment" in the lower right-hand corner.

  • Select the payment type.
  • After the payment has been processed via your selected method, press "End Sale" to finalise the transaction.
  • You have the option to print and/or email a receipt, or select "No receipt" if the customer doesn't need one.

Rebooking a customer

  • If you have chosen the Rebook setting in the Appointment Book (see “Appointment Book Setup” for more details), a prompt will show asking if the customer wants to rebook.
  • If yes, select the specific date and time they would like to rebook, and select the Services as per the normal appointment booking process.