Settling up your appointments is a crucial step in daily processes. This not only helps to account for services rendered but also ensures payroll is accounted for.
Things to Know:
For a quick summary of appointments needing to be finalized, review the Appointment Tasks tile in your Dashboard.
Apply an Appointment Plan to Settle Up an Appointment
From the main navigation menu select Appointment Schedule
Select the appointment and click Settle then Continue
If tipping is applicable, select a payment method and enter a tip amount
Choose Pay to settle up
Settle Up a Single Appointment
From the main navigation menu select Appointment Schedule
Select the appointment you would like to checkout and click Settle
Choose Settle and click Continue
Review the Booking Summary
If tipping is applicable, select a payment method and enter a tip amount
Finalize by clicking Pay at the bottom