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How to Use POS Checkout

The POS checkout lets you ring up clients, accept payments, apply discounts, track tips, and email receipts — all from the same screen.

Open checkout

Click Checkout in the navigation (visible to managers and admins on plans with POS checkout).

Create a ticket

Click New Ticket to start. Add items by tapping them from the item grid. For each item, you'll be asked to pick the provider — select the staff member performing the service, or choose Skip — no service provider if no provider applies.

Items are grouped by provider on the ticket. You'll see each item's name, price, and the provider's name above their items.

Accept payment

When the ticket is ready, choose a payment method from the six buttons at the bottom:

  • Card — charge via your connected Stripe terminal (tap, chip, or swipe) or enter card details manually
  • Cash — enter the amount tendered and see change due. Quick-fill buttons for common bills ($5, $10, $20, $50, $100)
  • Check — record a check payment with an optional check number
  • Gift Card — record with an optional gift card number
  • Store Credit — record with an optional reference number
  • Other — for Venmo, Zelle, PayPal, etc. Enter the payment method name and amount

Once the total is fully paid, the Complete Checkout button appears. Tap it to finish.

Email a receipt

After checkout, an Email Receipt button appears if the customer has an email on file. Receipts are not sent automatically — you choose when to send them.

You can also resend receipts later from the transaction detail in Transactions (under the Insights menu).

Save a ticket for later

If a client isn't ready to pay yet, click Save. The ticket moves to your saved tickets list. Open it again anytime to continue.

Void a ticket

Click the trash icon on the ticket to void it. If card payments were already processed, they'll be refunded automatically to the customer's card.

Checkout from a walk-in

Walk-ins from the turn tracker can be sent to checkout with the Checkout button in the served section — a ticket is created automatically.