Take a payment at checkout
Checkout lives on the appointment: one card, one total, one click. Card, cash, or gift card, with the tip captured in the same motion.
Who can do this: roles with checkout rights (Owner, Admin, Manager, or Front desk).
Take the payment
- Open the appointment from the Calendar or from Next up on Today.
- In the Take payment card, pick the Method: Card, Cash, or Gift card.
- Paying by gift card? Enter the Gift card code (it looks like GC-XXXX-XXXX).
- Add a Tip amount if the client leaves one (not available on gift-card payments).
- Click the Take button; it shows the services total, like "Take $189."
- The Payment card replaces the form: a Paid tag, the amount and method, the tip on its own line, and the processing fee when there is one.
Example. Sarah's Hydrafacial totals $189 and she adds a $30 tip. The desk picks Card, types 30.00 in Tip, and clicks Take $189. The card is charged $219, recorded as $189 for the service plus $30 tip, and her appointment shows Paid.
[Screenshot: the Take payment card on an appointment]
Common questions
- Where's the checkout button on the calendar? Payment lives on the appointment. Click the chip, then use Take payment.
- No Take payment card? Three reasons: the appointment is cancelled or a no-show (nothing to charge), it's already paid, or your role doesn't have checkout rights.
- Is the card actually charged? The appointment page says it plainly: card payments run on the stub processor until Stripe is switched on. Records, totals, and reports are real; live card movement arrives at go-live. Cash is cash either way.
- Client pays part gift card, part card? One method per payment today. Use the gift card when it covers the full amount; otherwise take the card and leave the gift card for next time.
Good to know
- Multi-service visits check out as one bill: every service listed, one total, one payment.
- The tip is stored separately from the service total, so payroll and reports see both numbers clean.