Appointment Checkout
Appointment Checkout turns scheduled services into a sale and invoice. It can also create a standalone walk-in sale without an Appointment.
Open an appointment and select Checkout, or use Add → New sale from the appointment calendar.
Checkout flow
Section titled “Checkout flow”Checkout has three steps, shown as Cart › Tip › Payment:
- Add to cart for services, products, memberships, quantities, and discounts.
- Select tip for no tip, a preset percentage, or a custom tip, and how it is split.
- Select payment for one or more payment methods, gift cards, store credit, and loyalty rewards.
The summary stays visible while you move through the flow, ending with the amount To pay. The main button changes with each step: Continue to tip, Continue to payment, then Pay now, Save part-paid, or Save unpaid depending on the payments entered.
Appointment services are added to the cart automatically. Use the Services, Products, and Memberships tabs to add more.
A booked bundle arrives as separate service lines with the bundle price split across them. Bundles can’t be added from the checkout cart.
Select a cart line to edit its Price, Quantity, Discount, and Team member. The discount picker offers No discount, 5% steps up to 100%, or a Custom percentage. Tax comes from each item’s tax rate.
The ⋮ menu offers:
- Add tip
- Add cart discount, as a Percentage (%) or Fixed amount
- Add sale note
- Save as draft
- Cancel sale
Workstation calculates subtotal, discounts, tax, tip, and the final total in the sale currency. For a tax-exempt customer, the Tax row shows Exempt with the note Tax exempt customer — no VAT charged.
Client and walk-in sales
Section titled “Client and walk-in sales”Appointment checkout uses the appointment’s client. A standalone New sale can remain a walk-in or use Add client to select a Contact.
A client is required to sell a membership, redeem membership sessions, use loyalty rewards, or pay with store credit.
Memberships
Section titled “Memberships”Memberships and prepaid packages are configured in Settings → Appointments → Memberships. Select New membership to create a plan:
| Setting | Options |
|---|---|
| Pricing and payment | One-time payment (a package, with Valid for and Price) or Recurring payments |
| Payment frequency | Weekly, Bi-weekly, Monthly, Quarterly, or Yearly, for recurring plans |
| Length of membership | Until canceled, a fixed number of months, or Custom, for recurring plans |
| Sessions | Limited (with a number of sessions) or Unlimited, for the included services |
A plan also has a tax rate, a color, Enable online sales and Enable online redemption switches, and Terms & Conditions.
The Memberships page shows Active members, Monthly recurring revenue, and Sessions redeemed, with Plans and Memberships sold tabs. Open a sold membership to Pause, Resume, or Cancel it and review its activity.
Recurring memberships renew automatically each cycle: Workstation creates a due invoice, resets the sessions, and moves the renewal date forward. Cards are not charged automatically, so collect the renewal invoice like any other invoice.
At checkout, the Memberships tab has two parts:
- Cover services with a membership — tick a service line to cover it with one of the client’s memberships, shown with the sessions left
- Sell a membership — add a plan to the cart
A covered service is free on the sale. The session is used only when checkout completes, and voiding the sale gives it back. Client memberships also appear in the appointment panel and on the Contact record.
Loyalty and discounts
Section titled “Loyalty and discounts”When Client Loyalty is turned on, checkout can apply:
- the client’s tier discount, on lines that have no manual discount and are not covered by a membership
- a reward, from Redeem points on the Payment step
Redeem points shows the client’s available points and the rewards they can afford. Select Apply to use one, or Remove to take it off. Remove any entered payments before changing the reward.
A percentage cart discount can’t be combined with a reward. In a cashback program, the Payment step shows how much cashback the sale will earn instead.
Choose No tip, 10%, 18%, or 25%, or select Custom tip to enter an amount or percentage. Workstation assigns the tip to the team member who performed the service.
When several team members performed services, the tip is split in proportion to service value. Select Tips in the summary to open Edit or split tip, where you can change each person’s share or Add team member. The total tip becomes the sum of the shares.
Payments
Section titled “Payments”Select Add payment method to add a payment. Add more than one for a split payment. Cash payments can record the amount received and calculate change.
The default methods are Cash, Credit Card, Bank Transfer, Check, Online, and Other. Administrators choose, add, and order payment methods in Settings → Point of Sale → Payment Methods.
Gift cards and store credit
Section titled “Gift cards and store credit”Use the Gift card or store credit panel to pay with a prepaid balance. Enter a gift card code and select Check to see its balance, or select Use store credit for the client’s wallet, then Apply the amount. See Gift Cards.
Unpaid and part-paid sales
Section titled “Unpaid and part-paid sales”When no payment is added, the main button reads Save unpaid. When payments cover only part of the total, Save part-paid asks you to confirm. An appointment with an outstanding balance shows Sale total and Left to pay; select Pay now in the appointment panel to collect the rest.
Checkout result
Section titled “Checkout result”Successful checkout:
- Creates an Invoice and invoice line items
- Records payments and the remaining amount due
- Links the sale to the Appointment and Contact
- Applies membership purchases and session use
- Applies loyalty earning and redemption
- Records tip allocation
When the sale is fully paid (or the total is zero), the appointment is also marked complete and the Appointment Checked Out workflow trigger runs. Unpaid and part-paid sales don’t do this until they are settled.
The success screen shows Payment complete and the amount. Select Go to client profile to open the Contact, or Continue to return to the calendar.
If the workspace reports invoices to ZATCA, checkout invoices are reported automatically in the background. A ZATCA failure never blocks the sale.
Viewing the sale
Section titled “Viewing the sale”After checkout, select View sale from the appointment. The sale panel shows the sale number and date, the items, subtotal, tax, tip, total, and payments, with an Activity tab for the sale’s history. The full invoice is available in Invoices.
Reviews after checkout
Section titled “Reviews after checkout”The optional “Thank you for visiting” workflow uses the checkout event to email the client a review request. See Reviews.