Step 1: Locate the Booking 📅
Before you can process a payment, you need to find the appointment in your schedule.
Here’s how:
🗓️ Open the Calendar from the side menu.
🔍 Navigate to the specific booking you wish to check out.
🖱️ Click on the Booking to open the appointment details.
Step 2: Start the Checkout 💳
Once the appointment details are open, you can initiate the payment process.
Here’s how:
🛒 Click the 'Checkout' button.
💳 Select your desired Payment Method (e.g., Card, Cash, or Gift Voucher).
💰 Enter or select the Amount to be paid.
➕ Click the 'Add Payment' button.
Step 3: Finalise the Transaction ✅
The system will track the remaining balance automatically.
Here’s how:
If the balance is £0: Click the 'Complete Booking' button to finalise.
If there is a remaining balance: Select another payment method and repeat the steps above until the total is covered.
Managing Payments 🛠️
Partial Payments & Deposits: If the client is not paying the full amount today, don't worry! You can save the payments made to date against the booking. The appointment will remain active until the final payment is recorded and you click 'Complete Booking.'
Removing a Payment: Made a mistake? Simply click the Trash Bin 🗑️ icon next to the payment entry to remove it and start again.