Checking out customers

170 views September 15, 2017 November 6, 2017 kelly 1

The checkout process allows you to record payments and define the payment type. If services or products were added during the appointment, you can include these during checkout. You also have the flexibility to modify the price of services or products. Completing the checkout process is important, as data on completed appointments and income can be used to generate business reports for my.Vaniday Premium users.

Checking out a customer

Once a customer’s appointment has been completed and you would like to check them out, click on the confirmed booking from your appointment calendar or notification sidebar.

An appointment details window will appear. Click on the “Checkout” button on the bottom of the window.

Click on the service name under “Summary” to view the price and professional of the service. You can edit both of these fields if changes occurred during the appointment and the total price will automatically update.

Adding products and services

If the customer purchased products or additional services, click on the “Add Products & Services” button at the top of the window. You will now be able to choose either “Product” or Service” from the column on the right. If you would like to add a product, click “Product”. Keep in mind that you can only add additional products with a my.Vaniday Premium subscription.

The product price you pre-defined in your inventory portal will auto-populate into the price field. If you would like to modify the price, enter the new price into the “Custom Price” box, then choose the reason for the price change from the drop down menu “Sales Reason”.

Once you are finished adding products and services, you can finalize the checkout process. On the right side of the window, you must define the invoice and payment date. By default, the date of checkout will auto-populate into these fields. If you are checking out a customer in advance or after the appointment date, change these fields accordingly. Then choose a payment method (i.e. cash, credit card, etc.) from the drop down field. If you select “unpaid”, you will be able to apply a payment at a later date. Click “Checkout” to complete the process and generate an invoice.

 

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