How to Checkout a Client

In this article, we will walk you through the process of checking out appointments using the GlossGenius app. Whether you are a new member or just need a refresher, we've got you covered! With these simple steps, you'll be able to efficiently process appointments, provide an exceptional experience for your clients, and get paid quickly.

Checkout Steps:

1. Tap into the Checkouts section of the GlossGenius app, and select the appointment you want to checkout

2. Once you have selected the appointment, tap the Checkout option on the Details screen

Note: Don't forget to use the Photos button to capture your work! Showcase your successes on social media using client photos and safeguard your business against disputes. Learn more here.

3. Confirm the checkout items, and add any other items with the + Add services, products, etc. button

Want to offer a discount? Click HERE to find out how.

4. Choose whether to charge the full amount on one payment method, or split the amount between multiple payment methods. To learn more about how to process a split payment, click HERE

5. Select the payment method for the transaction

Note: When accepting a card payment through the Card on File, Card Reader, or Scan or Enter New Card methods, a signature screen will appear for the client to sign for the transaction. 

6. After selecting a payment method, your client can add a gratuity if they wish to do so. You can learn more about accepting gratuity HERE

                          Gratuity screen with card payment    Gratuity screen with cash payment

7. Once you have completed the transaction, you will receive the funds on the next payout schedule. You will also have the option to send your client a receipt, as well as schedule their next appointment 

Need to process a checkout that isn't tied to an appointment (walk-in client, product only checkout, etc.)? Click HERE to find out how.