DOSIQ
Appointments and scheduleSALONMobile app

How do I finalize an appointment and record payments in the Mobile app?

Start a scheduled appointment, open its details, select Finalize appointment, set the date, add payments and select Save.

This feature is available from the SALON plan.

For owner, manager, reception, stylist, assistant, salon team · Updated

Step by step

  1. 1

    Start a scheduled appointment

    When the appointment is Scheduled, start it from Schedule or Start first. Finalization is available for an In progress or Completed appointment.

  2. 2

    Open finalization

    For an In progress appointment or a Completed appointment without saved finalization, select Finalize appointment in its details. For a Completed appointment with saved data, open the Edit appointment pencil and then select Edit payment. Someone with view-only access selects View finalization.

  3. 3

    Check the details and date

    Check the client, service, visit total and salon currency. For a new finalization, Finalization date uses the salon’s current date.

  4. 4

    Add or correct payments

    Add, change or remove payment rows. Use each method only once. Payments can be empty or partial.

  5. 5

    Check the summary

    Compare the visit total, Payments recorded and Difference. The difference shows what is missing or recorded above the visit total.

  6. 6

    Save

    Select Save. One finalization save changes the appointment to Completed, then appointment details, lists and Schedule refresh after a successful save.

Good to know

  • Visit finalization appears only when the feature is available to the organization and salon plan.
  • Payments can be empty or partial, and Difference is informational and does not block saving.
  • An inactive method can remain on an earlier payment, but you cannot add it to a new record.

When something does not work

  • You cannot finalize a Scheduled appointment until you start it.
  • Cancelled, withdrawn, no-show and moved appointments cannot be finalized.
  • Editing depends on the role, appointment update access and the 24-hour window for your own appointment.
  • In read-only mode you can view finalization data, but you cannot save it.

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What to read next

How do I start and finish an appointment?On Start, open the nearest scheduled or highlighted in-progress appointment and select Start appointment. After the service, check its mixes and data, then select Finish appointment — including when the appointment has no mixes.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.How do I manage salon payment methods?In Organization settings, open Payments, add the methods used in the salon, then edit their names or turn their availability on and off.How do I check the daily report of finalized appointments?In the Browser panel, go to Reports → Daily report, choose a day and check visit totals, recorded payments, the difference, methods and the finalized appointment list.
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