To Checkout a Reservation, locate the Reservation on the Bookings screen and click on it to open it
Click Create Sale
Choose the time to be recorded on the Sale from either:
- Now (the current time), or
- Reservation Time (the time of the Reservation)
The Checkout screen will appear
(This is a mini-view of a Sale)
Here you can:
- Add another Service to the Sale
- Add a Product, Pass, Gift Card, or Customer Credit to the Sale
- Add any custom Charges to the Sale
- Apply a Discount to the Sale
- Add a Payment
You can also choose to:
- Email the Sale to the Customer using the Send Email Checkbox
- Print the Sale using the Print checkbox
- Rebook the Customer in for another Reservation using the Rebook drop down menu
When you have completed the Sale, choose Close Sale
A Reservation with a paid Sale attached to it will display on the Bookings screen with a Paid tag
Use the Open Full Sale button to open the full Sale
For more information about Sales, see How do I create a new Sale?
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