How do I finalize an appointment and record payment in the Browser panel?
In the Browser panel, open Appointment details. For a Scheduled or In progress appointment, use the bottom Finalize appointment button; for a Completed appointment without saved finalization, select Finalize appointment in the header, and for one with saved finalization, select Edit payments. Set the date, add payments and save.
This feature is available from the SALON plan.
For owner, manager, reception, stylist · Updated
Step by step
- 1
Open appointment details
In Schedule, choose an appointment with Scheduled or In progress status and open Appointment details. You can open a Completed appointment to add or correct its payments.
- 2
Choose the right action
For a Scheduled or In progress appointment, select the bottom Finalize appointment button. For a Completed appointment without saved finalization, select Finalize appointment in the header; when finalization data is saved, select Edit payments.
- 3
Set the finalization date
Check the Finalization date. On the first save, it uses the salon’s current date in the salon time zone.
- 4
Add payments
In Payments, add the methods used and enter their amounts. You can save one method, a partial payment, several methods or no payments. Use each method only once.
- 5
Check the summary
Compare Visit total, Payments recorded and Difference. The difference is informational and does not block saving.
- 6
Save the finalization
Select Finalize appointment for the first save. When correcting the date, methods or amounts later, select Save payments.
Good to know
- Payments can be empty or lower than the visit total. The finalization date alone does not mean that the visit was fully paid.
- After the appointment is completed, you can return to its details and correct recorded payments when you have the right access.
- A method disabled in settings can remain on an earlier payment, but you cannot add it to a new record.
When something does not work
- Finalization is available in SALON and BRAND after the organization enables the feature.
- Cancelled, withdrawn, no-show and moved appointments cannot be finalized.
- Editing your own appointment follows the same access rules and time limit as other appointment changes.
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