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Advanced Settings: Payments & Checkout

To adjust payment and checkout settings, open the Settings app and select Payments & Checkout > Advanced Settings.

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Custom Payment Methods

Add custom payment buttons to the checkout to track additional payment types like Venmo or PayPal in your reports. Separate each payment type with a comma.

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Tip Buttons

Customize the tip buttons that appear on the Payments screen during checkout. Separate each tip amount with a comma.

NoteThe tip percentage is based on services only (not products). For example, for a checkout with a $100 haircut and a $25 shampoo, if the client selects 20%, the tip would be $20.

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Tip Options

When enabled, clients will be asked for a tip during Self Checkout and when checking out at the Front Desk Display.

If tips are enabled for product-only sales, customers will need to enter a custom tip amount rather than select a tip percentage.

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Signature Options

When enabled, clients will be asked for a signature when checking out at the Front Desk Display. This setting is recommended as it can help you fight disputes.

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Client Self Checkout

Enable this toggle to allow clients to complete payments on their mobile devices. Clients will be sent a text message with a link to complete the payment, add a tip, and view their receipt. Learn more about Client Self Checkout.

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Check Payments

Enable this toggle to add a Check payment button to the checkout to accept checks as a form of payment.

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Change Calculator for Cash Payments

Enable this toggle to show a change calculator when taking cash payments.

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Require Staff Assignments

When enabled, a staff member must be assigned to the specified line items in order to complete a checkout. This setting is helpful if staff member compensation is commission-based or if you need to track which sales are completed by each staff member.

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Receipt Settings

Specify whether service providers should be displayed on the receipt, and add custom text that will be displayed at the bottom of the receipt.

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