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Complete appointments
Complete appointments
Mark appointments as completed to keep your calendar updated while enhancing areas of your business, from real-time reporting to marketing campaigns. Learn why it's important to complete and checkout your appointments.
Getting started
Appointments can be completed at any time. To enhance the checkout experience and offer clients more ways to make payments, we recommend:
- Set up payment processing for your workspace.
Why complete appointments
Adopting the habit of always checking out and completing appointments will play an important role in boosting your credibility with your clients and growing your sales. Check out some of the benefits below:
- Reliable reporting:
Raising an invoice and marking appointments as completed can help track your business’s performance in real-time using our advanced reporting tools, available with Insights. - Rankings, ratings, and reviews:
Sending Thank you notifications, triggered after an appointment is checked out, allows you to prompt clients to leave reviews. This can build trust and boost repeat bookings, enhancing your business's credibility and Fresha ranking. - Targeted marketing:
By checking out your appointments and marking them as completed, you can make sure any marketing campaigns you run, get the data they need to deliver the right messages to the right people, with promotions for your disengaged clients and rewards for your regulars
Completing appointments
You can checkout future appointments to take payment ahead of the checked date however, the appointment status will remain confirmed until marked as complete.
Checkout an appointment from your calendar
- Desktop
- Mobile
To take payment for a confirmed appointment:
- Open the Calendar.
- Click on the appointment you want to checkout.
- Select Checkout or Pay now to checkout faster using the one-click payment functionality.
- If enabled, select a tip preference and click Continue to payment.
- Choose a payment method.
- Select Pay now.
The payment will be processed and the appointment will also be checkout.
To take payment for a confirmed appointment:
- Open the Calendar.
- Tap on the appointment you want to checkout.
- Select Checkout or Pay now to checkout faster using the one-click payment functionality.
- If enabled, select a tip preference and tap Continue to payment.
- Choose a payment method.
- Select Pay now.
The payment will be processed and the appointment will also be checkout.
Checking out an appointment on the same day or after its scheduled time will automatically mark it as complete.
You can rebook completed appointments by selecting Quick actions (three dots), selecting Rebook and selecting the available time slot in the calendar.