Step 1: Open the Appointment
Go to your Dashboard
Click on the appointment from the calendar
Select Collect
If the appointment shows as Unpaid, it’s ready for checkout.
Step 2: Add a Tip (Optional)
Before payment, you can:
Select a preset tip percentage (10%, 15%, 20%, 25%)
Enter a custom tip amount
Skip the tip entirely
The total will automatically update.
Step 3: Choose Payment Method
You’ll see two options:
Card
Process the client’s card payment directly. (This shows up if you are connected to any payment processor)
Enter:
Card number
Expiration date
CVV
Then click Charge.
Cash
If the client pays in cash, select Cash to mark the appointment as paid.
Step 4: Payment Confirmation
Once processed, you’ll see:
Payment confirmation
Receipt details
Total charged
Payment method
Tip amount (if added)
Click Done to complete checkout.
Best Practices for Walk-In Checkout
Always collect payment immediately after service.
Confirm the service and amount before charging.
Add tips before finalizing payment.
Ensure the payment status changes to Paid.