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Payments

Checkout

Checkout

Process payments for bookings and walk-in sales — add services and products to the cart, apply discounts, tips, and gift cards, then charge via cash, card terminal, or Tap to Pay.

Where to find it — Web: Click a booking on the calendar → Checkout, or use the command palette (Cmd/Ctrl+K) → New Booking / Walk-in. Mobile: Booking detail → mark as Completed (inline checkout), or Walk-in button for ad-hoc sales.

Overview

Checkout lets you:

  • Build an order from a booking or create a walk-in sale with no prior appointment
  • Add services, retail products, and gift cards to the cart
  • Adjust prices, reassign items to different team members, and apply discounts
  • Add a tip attributed to a specific team member
  • Redeem a gift card or apply a prepaid package
  • Accept payment by cash, card terminal (Stripe Terminal reader), or Tap to Pay (mobile)
  • Split payment across multiple methods
  • Charge a saved card on file for eligible walk-out appointments (one-tap checkout)
  • Send a receipt via email or SMS after payment
  • Book the customer's next visit from the success screen

Opening checkout

There are two ways to start a checkout:

From a booking

  1. Click or tap a booking on the calendar.
  2. Click the Checkout button (web) or mark the booking as Completed (mobile).
  3. The checkout sheet opens with the booked service pre-loaded in the cart.

If the booking already has an order, the existing order reopens instead of creating a new one.

Walk-in sale

A walk-in sale creates an order with no booking attached.

  • Web: Open the command palette (Cmd/Ctrl+K) and select New Booking / Walk-in.
  • Mobile: Tap the Walk-in button to navigate to the checkout screen.

The walk-in checkout includes a Walk-in Customer section at the top where you can search for an existing client or enter a name and optional phone number, then tap Save Details.

Managing cart items

Adding items

  1. Click + Add Item (web) or tap Add Item (mobile) at the top of the cart.
  2. Search or browse the quick-add menu. Items are grouped into Services, Retail Products, and Gift Cards.
  3. Click or tap an item to add it to the order.

When the cart is empty, a placeholder reads "Cart is empty".

Changing the price

Click or tap the price on any item to edit it inline. Press Enter (web) or tap away (mobile) to save.

Role Price editing
Owner / Manager Can set any price freely
Stylist Can only adjust within the service's configured minimum and maximum price range

The original booked price is preserved for audit — if you change the price, the original appears with a strikethrough.

Reassigning a team member

If your venue has two or more team members, each cart item shows the assigned team member's name with a coloured dot. Click or tap the name to open a picker and reassign the item to a different team member. This affects:

  • Which team member earns commission on the item
  • Which team member the tip is attributed to

Solo operators (single team member) see the team member name as static text with no picker.

Removing items

Each item has a trash icon on the right. Click or tap it to remove the item from the order. The icon turns red on hover (web) to confirm the destructive action.

Selling a gift card

You can sell a gift card directly from checkout:

  1. Click + Add Item and select Sell Gift Card.
  2. Choose a preset amount ($25, $50, $100, $150, $200) or enter a Custom amount.
  3. Optionally enter a Recipient name (placeholder: "e.g. Sarah").
  4. Click Add to Order — $XX.XX.

The gift card is added as a line item. It is issued automatically when the order is completed.

Discounts

Only Owners and Managers can apply discounts.

  1. Click + Add Discount (web) or tap the discount section (mobile).
  2. Choose a preset (10%, 20%, 100%) or enter a Custom dollar amount.
  3. Click Apply.

The discount appears in the order summary as a green line showing the amount deducted. A reason can be recorded for audit purposes (e.g. "Loyalty", "Comp"). To remove a discount, click the trash icon next to it.

Gift card redemption

Any team member can redeem a gift card at checkout.

  1. Click + Add Gift Card in the modifiers section.
  2. Enter the gift card code (placeholder: "GIFT-XXXXXXXX").
  3. Click Check to verify the card.
  4. A preview shows the Card balance, Applied to order, and Remaining balance.
  5. Click Apply to redeem.

The redeemed amount appears in the order summary as a green line. Only one gift card can be applied per order. To remove it, click the trash icon next to it.

If the gift card covers the full order balance, the payment button changes to "Complete (Gift Card)" — no additional payment method is needed.

Packages

If the customer has an active prepaid package (service pack, credit pack, or combo), the package section appears automatically in checkout.

  • Service packs / combos: Shows the package name, remaining units, and an Apply button that covers the matching service at no charge.
  • Credit packs: Shows remaining credit and applies toward the order total.

A package badge indicates the type: Combo, Bundle, or Credit. If the package expires within 14 days, an amber warning badge appears.

Tips

When a team member is assigned to the order, the tip section appears.

  1. Click + Add Tip (web) or tap a tip preset (mobile).
  2. Choose a preset (10%, 15%, 20%) or enter a Custom amount.
  3. The tip is attributed to the assigned team member.

On mobile, a No Tip option is also shown. To remove a tip on web, click the trash icon next to it in the summary.

Order summary

The summary section at the bottom of the cart shows:

Line When shown
Subtotal Always
Deposit Paid If a deposit was collected at booking time (shown as a green deduction)
Discount If a discount is applied (green, with trash icon to remove)
Gift Card If a gift card is redeemed (green, with trash icon to remove)
Package If a package is applied (green, with trash icon to remove)
Tax Always — shows the tax label (inclusive or exclusive) and rate percentage
Tip If a tip is added (with trash icon to remove)
Total Always — bold, large font

Tax is calculated based on your venue's tax mode (inclusive or exclusive) and country. The rate is applied to the taxable amount (subtotal minus discount).

Payment methods

Cash

  1. Select Cash as the payment method.
  2. A Cash Payment screen shows the amount due and preset buttons for common denominations.
  3. The first button shows the exact amount with an (exact) label.
  4. Tap a preset or enter a custom amount.

Card terminal (Stripe Terminal reader)

A physical card reader connected to your Stripe account.

  1. Select Terminal as the payment method.
  2. The Present Card screen appears with instructions: "Please instruct the customer to present their card to the terminal for $XX.XX."
  3. The status updates as the reader processes: "Waiting for tap or insert..." → "Processing payment..." → "Payment succeeded, finalising..."
  4. Click Cancel Payment at any time to abort.

If no readers are registered, the terminal option shows "No readers registered" with a refresh button.

If the reader does not respond within 2 minutes, a "Payment Timed Out" message appears with advice to check the reader is powered on and connected to Wi-Fi.

Tap to Pay (mobile only)

Tap to Pay uses your phone's NFC hardware to accept contactless card payments — no physical reader required.

  1. Select Tap to Pay on the payment screen.
  2. The screen shows: "Hold the customer's card near the top of your phone for $XX.XX."
  3. Status updates: "Preparing Tap to Pay..." → "Hold card near your phone" → "Confirming payment..." → "Payment Successful"

Tap to Pay is available in Australia, New Zealand, and the United Kingdom. iPhones in New Zealand are currently excluded due to an Apple restriction.

Saved card on file

If the customer has a card saved on their profile, a button showing the card brand and last four digits (e.g. "Visa ····4242") appears as a payment option. Tapping it charges the card directly.

Split payments

To split an order across multiple payment methods:

  1. Click "Split between methods" below the payment buttons.
  2. The split payment panel opens, showing a method selector (Cash, Tap to Pay, Terminal) and an amount input.
  3. Enter the partial amount and click "Record payment".
  4. The payment ledger updates, showing each recorded payment with a checkmark and the remaining balance.
  5. Repeat with a different method until the balance is zero.
  6. Click "Charge $XX.XX" to record the final payment.

Once a split payment has been recorded, the split mode cannot be cancelled — you must complete the order.

Walk-out checkout (card on file)

Walk-out checkout lets you charge a customer's saved card after their appointment — a single tap to complete and charge, no manual payment step needed.

How it works

When a booking is marked as completed and the customer has a saved card, a walk-out charge banner appears on the booking detail:

Banner state What it means
Eligible (green) Card on file is valid. Shows the amount and card details (e.g. "$85.00 on Visa ····4242"). If a deposit was collected, shows "deposit already applied". Tap to charge.
Review required (amber) The order was modified from the original booking. Reason tags explain why: "Tip added", "Discount applied", "Gift card applied", "Price changed from booking", "Card needs updating", "Card has expired", or "Recent charge failure". Use standard checkout instead.
Blocked (grey) No card on file. Message: "No card on file — use standard checkout".
Pending (grey, pulsing) Charge in progress. Shows "Charging [card]…"
Failed (red) Charge was declined. Shows failure reason. Use standard checkout to retry with a different method.
Success (green) Charge completed. Shows the amount charged.

Enabling walk-out checkout

Walk-out checkout must be enabled by a venue Owner:

  1. The venue must have Stripe Connect configured with charges enabled.
  2. The customer must have a saved card with consent status of "consented".

Completing the order

After payment is recorded:

  1. The checkout transitions to the success screen.
  2. A green checkmark shows "Paid $XX.XX" with either "Appointment completed" or "Walk-in sale completed".
  3. Product stock is decremented automatically.
  4. If the customer is in your loyalty programme, points are earned automatically.
  5. The customer's total spend and visit count update on their profile.

Sending a receipt

On the success screen, click or tap "Email Receipt". The button shows "Sending…" while processing, then changes to "Receipt sent" with a green checkmark.

The receipt includes: venue name, customer name, order reference (RCT-XXXX), itemised list with prices, subtotal, tax, tip, discount, and total, plus the venue's address, phone, and email. If a tax registration number is configured, it appears on the receipt.

Receipts can also be sent via SMS if the customer's phone number is available.

Booking the next visit

For booking orders, a prebooking panel appears on the success screen:

  1. Choose an interval: 4 wks, 6 wks, 8 wks, or Custom.
  2. Browse available time slots with date navigation.
  3. Select a slot to book. A confirmation message appears: "Next visit booked" with the service, team member, and date/time.

Voiding an order

Only Owners and Managers can void a completed order. Voiding:

  • Creates reversal transactions for all recorded payments
  • Restores product stock (if the order was already completed)
  • Reverses gift card redemptions and voids gift cards sold on the order
  • Reverses loyalty points earned
  • Resets the booking payment status to unpaid

A reason is required when voiding an order.

Warning

Voiding an order reverses all financial records associated with it, including gift cards issued, loyalty points earned, and customer spend totals. This action cannot be undone.

Offline payments

If your device loses internet connection, a banner appears: "You are offline. Payments will sync later." with a count of pending transactions (e.g. "(2 pending)").

Cash payments and order modifications are queued locally and sync automatically when connectivity is restored. Each offline transaction has a unique ID to prevent duplicates.

Unpaid balance guard

If you try to close the checkout sheet with an unpaid balance, a dialog appears:

  • Title: "Unpaid balance"
  • Message: "$XX.XX is still outstanding for this booking. You can return to collect payment later."
  • Options: "Continue paying" (returns to checkout) or "Close without paying" (closes the sheet)

Role access

Action Owner Manager Stylist
Open checkout and process payments Yes Yes Yes
Add/remove cart items Yes Yes Yes
Change item price (any amount) Yes Yes No (range-limited)
Apply discount Yes Yes No
Redeem gift card Yes Yes Yes
Apply tip Yes Yes Yes
Void a completed order Yes Yes No
Enable/disable walk-out checkout Yes No No

Platform differences

Feature Web Mobile
Entry point (booking) Click booking → Checkout button Mark booking Completed → inline checkout
Entry point (walk-in) Command palette → New Booking / Walk-in Walk-in button → checkout screen
Quick-pay mode Yes — for simple single-service bookings (Card / Cash buttons) No separate quick-pay; full checkout always shown
Tap to Pay Not available (browser limitation) Available on supported devices (AU, NZ, GB)
Card terminal Stripe Terminal JS SDK Custom Expo native module (iOS Swift / Android Kotlin)
Discount presets 10%, 20%, 100% Custom amount input
Tip presets 10%, 15%, 20% + custom No Tip, 10%, 15%, 20%
Gift card sale Quick-add menu → presets ($25–$200) + custom + recipient Bottom sheet → same presets + custom + recipient
Prebooking (next visit) Yes — on success screen with interval buttons and slot picker Not available on success screen
Receipt delivery "Email Receipt" button on success screen "Send Receipt" button on success screen
Offline indicator Banner: "You are offline. Payments will sync later." Same banner
Walk-out charge banner On booking detail (same states) On booking detail (same states)

Troubleshooting

Issue Solution
No payment methods showing at checkout Ensure your venue has Stripe Connect configured. Card terminal and Tap to Pay require Stripe. Cash is always available as a fallback.
"No readers registered" message No Stripe Terminal readers are linked to your venue. Set up a reader in your Stripe Dashboard, then click the refresh button in the checkout footer.
Card terminal shows "Payment Timed Out" The reader did not respond within 2 minutes. Check that the reader is powered on, charged, and connected to Wi-Fi. Try clicking Go Back and starting the payment again.
Tap to Pay not appearing as an option Tap to Pay is only available on mobile in Australia, New Zealand (Android only), and the United Kingdom. Ensure your device supports NFC and your venue has Stripe Connect configured.
Cannot apply a discount Only Owners and Managers can apply discounts. Stylists do not have permission to discount items.
Gift card code not accepted Verify the code is correct (format: GIFT-XXXXXXXX). The card must be active, not expired, and belong to your venue. If the card balance is zero, it cannot be applied.
Walk-out charge shows "Review required" The order was modified from the original booking (e.g. tip added, price changed, discount applied). Use standard checkout (Cash, Terminal, or Tap to Pay) to collect payment instead.
Walk-out charge failed The customer's saved card was declined. Use standard checkout to collect payment with a different method. The failure reason is shown on the banner.
Price edit not saving for a Stylist Stylists can only adjust prices within the service's configured minimum and maximum price range. If you need to set a price outside this range, ask an Owner or Manager.
Order shows "Unpaid balance" when closing Payment has not been fully recorded. Either continue paying or click "Close without paying" to leave the order open for later.

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Last updated: March 2026