Tax Rates
You can collect and record tax on your services and products by setting up tax rates in your facility settings. Follow these steps to configure tax rates:
Go to Settings, and under Payments, select Taxes and Fees
For Taxes, click the "Add tax rate" button
Enter in a name and percentage for the tax rate.
Optional: If you need to add your Tax ID to receipts, input your Tax ID here
Hit "Save" and the rate will now be saved on your facility.
Enabling a Tax Rate
Once you've created a tax rate, you need to enable it for specific services or products:
In Admin, go to Services
Open the individual service you want to collect tax on (e.g., rentals, lessons, memberships)
Expand the Advanced Settings section and go Tax Rates
Toggle "Collect tax" to ON, and select the Tax Rate from the drop down list.
Click "Save" to confirm your changes.
Now, when customers book or purchase this specific service, the system will automatically apply the selected tax rate.
💡 Tip: You must enable the Tax Rate at the individual service level, within the Advanced Settings section.
Custom Fees
You can add Custom Fees to services or products at your facility, such as processing fees, technology fees, or any other fees that is payable by customers.
Go to Settings, and under Payments, select Taxes and Fees
For Custom Fees, click the "Add Fee" button
Enter in a Name and Percentage for the Custom Fee
Hit the "Save" button
Enabling a Custom Fee
Once you've created a Custom Fee, you need to enable it for each specific service or product you'd like to collect the fee for:
In Admin, select Services and then open the individual service you would like to collect a Custom Fee (e.g., rentals, lessons, classes)
Expand the Advanced Settings and go to the Custom Fees section
Toggle "Collect custom fee" to ON, and select the Custom Fee from the drop down list
Click "Save" to confirm your changes
Now, when customers book this service online, the system will automatically apply the selected Custom Fee at checkout, and will be payable by the customer regardless of what payment method they select.
Updating a custom fee
To edit an existing custom fee, this will need to be done under Settings > Taxes and Fees. Expand the existing custom fee you're looking to edit and update the name or amount as needed. Once you hit Save, all future transactions will reflect the updated fee.
Deleting a custom fee
To delete a particular custom fee, click on the trash icon next to the fee.
Remember, deleting a custom fee will not affect past transactions, so your past reports will remain accurate.