Settling up appointments is an important part of the daily front desk workflow as this accounts for services rendered and ensures payroll is calculated accurately.
Tip: For a quick view of appointments that need to be finalized, check the Appointment Tasks tile on your Dashboard.
Apply an Appointment Plan to Settle Up
- From the main navigation menu, select Appointment Schedule.
- Select the appointment, then choose Settle and Continue.
- If tipping is applicable, select a payment method for the tip and enter the tip amount.
- Select Pay to complete the settlement.
Settle Up a Single Appointment
- From the main navigation menu, select Appointment Schedule.
- Select the appointment you would like to check out, then choose Settle.
- Select Settle and choose Continue.
- Review the Booking Summary.
- If tipping is applicable, select a payment method for the tip and enter the tip amount.
- Select Pay to complete the settlement.