Complete appointments
In this guide, you’ll learn how checking out appointments automatically marks them as completed, ensuring accurate data for reporting, marketing, and more.
In this article
Complete an appointment by checking out
Appointments are marked as Completed when they are checked out through the point of sale.
- Open the appointment.
- In the right panel of the appointment view, click the Checkout button to open the cart.
- Select a payment method in the left panel and click the Pay Now button to process the transaction.
Once the payment is processed, the appointment will be marked as Completed in your Calendar, Appointment list, and the Client’s profile. A sale will be created, which you can share with the client via email or print. Based on your settings, a “thank you message” will be sent to your clients including the option to leave a review.
Once an appointment is marked as Completed, its status cannot be changed.
FAQs
- Open the appointment.
- In the right panel of the appointment view, click the Checkout button.
- Below the client service, click the Add to cart button.
- In the cart view from the left panel, open the Appointments tab to see a list of available appointments.
- Select any additional appointments you want to check out.
- In the right panel of the appointment view, click the Proceed to payment button to complete the checkout.
You can check out future appointments, but the status will remain as "Booked" until the scheduled start time. You can manually mark it as Completed by clicking Complete now in the appointment view.
Once an appointment is checked out and completed, no further changes can be made. To allow flexibility for upselling, last-minute changes, or cancellations, we recommend checking out appointments when the client arrives. If a client wants to pay in advance, you can accept an in-store deposit or sell a gift card for use on the appointment day.
Yes, if Thank you messages are enabled, clients will receive a notification after an appointment is checked out, prompting them to leave a review.
Yes, if you have appointments where no payment is required, like consultations, you will still need to check out the the appointment through the point of sale to mark the appointment as complete.
When an appointment is checked out and completed, it means the client has received the service and made the payment. Once an appointment is checked out and completed, no further changes can be made.
Yes. You can check out multiple appointments at once by following these steps: