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Collect payments using self checkout
Collect payments using self checkout
Provide your clients with a convenient way to pay for their appointments using self-checkout links. Learn to collect payments using secure payment links, allowing clients to pay remotely.
Getting started
Before collecting payments using client self-checkout links:
- Enable payment processing for your workspace.
- Save the client’s mobile number to their client profile. For walk-in clients, ask them to provide their mobile number when checking out.
- As a team member, you’ll need to request permission to Checkout appointments.
We've updated the name of our Send link payment method to Self checkout to better reflect its functionality.
How self checkout works
Self-checkout lets clients pay directly from their phones via a secure link sent after their appointment that will be valid for 12 hours. Payment is quick, allows tipping, and securely saves card details for future use.
Sending links
- Desktop
- Mobile
To collect payment using a self-checkout link:
- Open the Calendar, select an appointment and click Checkout or raise a new sale.
- Where needed, select a Tip and Continue to payment.
- Choose Self checkout as the payment method.
- Enter the client's first name, last name, and mobile number.
- Click Send link to send the client a text message with the payment link.
- Using the secure link, the client can enter their payment details.
- The payment will be processed and the client's card details will be saved for future bookings.
To collect payment using a self-checkout link:
- Open the Calendar, select an appointment and tap Checkout or raise a new sale.
- Select Continue to payment.
- Where needed, select a Tip and Continue to payment.
- Choose Self checkout as the payment method.
- Enter the client's first and last name, and mobile number.
- Tap Send link to send the client a text message with the payment link.
- Using the secure link, the client can enter their payment details.
- The payment will be processed and the client's card details will be saved for future bookings.
You can set up a no-show and late cancellation policy to secure your client’s payment information beforehand. This helps protect your business and allows you to charge a fee for late cancellations or no-shows.
FAQs
Is there a fee associated with using self checkout?
What should I do if a client cannot access the payment link?
How long is the self checkout link valid for?