Processing a Checkout

Process walk-in sales, post-appointment retail, and package purchases from a single screen.

Navigate to: Dashboard → Point of Sale → New Checkout

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Step 1: Select Client and Appointment

Search for the client by name or phone number. If they have an appointment today, select it — this pre-populates the treatment into the cart and links the payment to the booking.

The appointment link is optional. You can process a retail-only sale without one.

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Step 2: Build the Cart

Add items to the cart:

• Treatments — pulled from the linked appointment, or search and add manually
• Retail products — search by name; stock level displays next to each item
• Packages — sell a course of sessions up front; sessions are tracked on the client record

Adjust quantities as needed. Items with insufficient stock cannot be added if inventory tracking is enabled.

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Step 3: Apply Discounts and Vouchers

Membership discount: If the client has an active membership, the discount applies automatically. No action required.

Manual discount: Enter a fixed pound amount in the discount field.

Gift voucher: Enter the voucher code and click Apply. The redeemable balance is shown; partial redemption is supported and the remaining balance stays on the voucher.

Tip: Enter a tip amount. Tips are included in the transaction total but reported separately.

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Step 4: Choose Payment Method

| Method | When to use | |--------|-------------| | Card reader | Client is present; requires Stripe Terminal reader | | Payment link | Send a link via SMS or email for remote payment | | Cash | Record cash payment; enter amount tendered | | Bank transfer | Record with an optional reference number |

For card reader payments, the reader must be online and paired. The payment intent is created server-side before the terminal is instructed — amounts cannot be modified after this point.

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Step 5: Confirm and Process

Review the order summary:

• Subtotal
• Discount (if applied)
• Voucher redemption (if applied)
• Tax (if configured)
• Tip (if added)
• Total due

Tap Process Payment. For card reader payments, the terminal prompts the client to tap. For cash and bank transfer, the sale completes immediately.

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After Checkout

• The transaction is recorded in Point of Sale → Transactions
• The linked appointment's payment status updates automatically
• Product stock decrements
• Loyalty points are credited to the client's account
• A receipt is available to download or email

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Related Guides

• Point of Sale Overview
• Gift Vouchers
• Product Inventory Tracking

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Need help? support@aestheti.cc