How do I check clients in and out, or use quick checkout?
Salons can use the full flow (check in, start service, mark complete, checkout); solo stylists can switch to quick checkout with one Complete & Charge button.
Steps
Transcript
There are two ways to check clients in and out. To choose yours, go to More, then Settings. Scroll down to Check-in and Checkout Style. Full flow is for salons: check in, start the service, mark it complete, then check out. Quick flow is for solo stylists: one Complete and Charge button. For a salon, choose Full flow. Then scroll down and tap Save settings. Now open today's appointment in your Calendar. When your client arrives, tap Check In. When the service begins, tap Start Service. When you finish, tap Mark Service Complete. Then tap Ready for Checkout. Check the service and price. Add a product, a discount or a tip. Choose how they paid: cash, card, Venmo, Zelle or Cash App. Tap Complete Checkout, and the payment is collected. Working solo? Go back to Settings and choose Quick flow. Scroll down and tap Save settings. Now each appointment has just one button: Complete and Charge. Tap it, and checkout opens straight away. Pick a tip and how they paid, then tap Complete Checkout. That's it. You can switch styles any time in Settings.
More videos
Still stuck?
Email support@bookwithai.app. A real person will get back to you.
