Ring up an appointment
Open the appointment and start Checkout. The ticket starts with the booked service, and you build from there:- Add-ons and extras. Add another service, pick from products for retail (a leave-in conditioner sold at the chair counts), or type a custom charge for the one-off that fits nowhere else.
- Discount. Apply one when you mean to, with a value you choose, and remove it just as easily.
- Tip. Preset options plus a custom tip amount.
- Payment. Card or Cash. Card runs through your connected payments; cash is recorded so your numbers stay true.
Receipts
Receipts send themselves after checkout; you’ll see Receipt sent on the transaction. Need it again? Open the transaction and resend it. No printer tray, no “can you email me that?”Refunds
Mistakes happen: a duplicate charge, a no-show fee you’ve decided to waive, a service that didn’t land. Open the transaction and issue the refund from there:- Set the refund amount: full or partial.
- Pick the reason: client cancelled, no-show waived, duplicate, or other.
- Add refund notes if your future self will want the context.
Refunds on invoices work the same way from the invoice itself. See
Create, send, and collect.
Keep the drawer honest
- Record cash payments at checkout even though no card runs. Your reports (and your taxes) are only as good as what you ring up.
- Use real refunds instead of quiet cash-backs. The paper trail protects you if a client’s bank ever asks questions.