Check out an appointment

After the treatment you check out the appointment at the till. Its services are already in the cart, at the price that belongs to the appointment. Saloon does not process card payments itself: the client pays on your own card terminal and you record in Saloon how they paid.

How checking out works

• The till has three steps: Cart › Tip › Payment. If the tipping screen is switched off, or your role may not add a tip, you go straight from the cart to the payment.
• The services go into the cart at the appointment's price, also when you changed that price in the calendar.
• Each location has one open sale at a time. If another sale with something in it is already open there, Saloon first saves it as a draft, so it is never lost.
• If the appointment is already in a sale, the button in the calendar reads Continue checkout (the sale is still open or a draft) or View sale (the sale is finished).
• As soon as you finish the sale, the appointment gets the status Completed. That also happens when you save the sale as unpaid or partially paid.

Check out an appointment from the calendar

1. Open the appointment in the Agenda and click Checkout at the bottom. For a group appointment, click Check out group in the group panel: all appointments of the group go into one sale.
2. Check the cart. Add anything else if needed, such as a product or an extra service. Click a line to change its Price, Quantity or Team member.
3. Click Proceed to payment.
4. On the Select tip screen choose a percentage, Custom tip or No tip, then click Proceed to payment again.
5. Under Select payment choose the payment method, for example Pin. The amount still to pay is filled in. Click Add.
6. Click Complete payment. The sale is finished and you see the sale number, the receipt and the buttons Rebook and New sale.

Check out appointments from the till

To check out several appointments at once, for example when a couple or a family pays together, start at the till.

1. In the menu, go to Checkout and click Add. On your phone, tap Sell at the bottom, then Add and then Add item.
2. Open the Appointments tab. You see today's appointments at this location that have not been checked out yet.
3. Click an appointment. Its services go into the cart and the appointment is marked In cart. Pick the other appointments the same way.
4. Add a client with Add a customer if needed, and check out from Proceed to payment as described above.

You need the permission Can checkout purchases for this. A tip, a discount and cash each have a permission of their own. You set permissions under Settings › Team members › Permission roles.

Frequently asked questions