Checkout and selling products

Checking out a visit

In the diary, open an arrived or completed appointment and press Check out. The bill starts with the service at the price it was booked at; add products with + and −, then Create bill. Any deposit paid online already counts. To pay shows what's left.

Taking payment

• Card on reader sends the amount to your Stripe card reader at that site (see Taking payments online); it counts once Stripe confirms it.
• With your own card machine, take the card on it, then enter the amount and press Paid on the card reader (add the last four digits or receipt number if you like, never the card number).
• Cash: enter the amount and press Cash.

When it's paid in full, the receipt is emailed if the patient has an email address. Print invoice and Email receipt again are there too. If a training module unlocks taking payments, only people who've passed it can.

No-shows and cancellations

For a missed appointment, the deposit is kept and you can email the patient an invoice for your no-show fee, to pay online. A deposit on a cancelled appointment can be refunded to their card with Refund; patients who cancel online with enough notice get it back automatically. Payments taken on your own card machine are refunded on that machine.

Selling without an appointment

New sale in the menu: find the patient (or choose Someone new), add products by typing their name, then Continue to payment and take it by card or cash. Stock comes off by itself (see Stock and reordering).

Packages

A treatment package can be sold at checkout on its own bill; each booking then uses a session (see Memberships and packages).