Advanced Settings: Payments & Checkout
To adjust payment and checkout settings, you must be an Admin user. Open the Settings app and select Payments & Checkout > Advanced Settings.
Link copiedCustom Payment MethodsLink copied
Add custom payment buttons to the checkout to track additional payment types like Venmo or PayPal in your reports. You can separate each payment type with a comma.
Link copiedTip ButtonsLink copied
Customize the tip percentage buttons shown during checkout. You can separate each percentage with a comma.
Enable the Hide tip buttons toggle to hide the tip percentage buttons on the Front Desk Display, during Client Self Checkout, and when taking payments with a card reader connected to an iPhone or iPad. Only custom tip amounts will be allowed. Tip percentage buttons will still be displayed on the Payments screen.
Tip percentages are based on services only (not products). For example, for a checkout with a $100 haircut and a $35 product, if the client selects 20%, the tip would be $20 (20% of $100).
Link copiedTip Options Link copied
When enabled, clients will be asked for a tip when checking out at the Front Desk Display and during Client Self Checkout.
If tips are enabled for product-only sales, customers will need to enter a custom tip amount instead of selecting a tip percentage.
Link copiedSignature OptionsLink copied
When enabled, clients will be asked for a signature when checking out at the Front Desk Display. We recommend enabling this setting as it can help with fighting disputes.
Link copiedClient Self CheckoutLink copied
When enabled, clients can complete payments from their phone. Clients will be sent a text message with a link to add a tip, complete the payment, and view their receipt. Learn more about Client Self Checkout.
Link copiedCheck PaymentsLink copied
Enable this toggle to add a Check payment button to the checkout.
Link copiedChange Calculator for Cash PaymentsLink copied
Enable this toggle to show a change calculator when taking cash payments.
Link copiedReceipt PreviewLink copied
When enabled, a detailed receipt preview will be shown to clients on your Front Desk Display when taking payments via the Front Desk Display or when taking cash payments.
Link copiedRequire Staff AssignmentsLink copied
When enabled, a staff member must be assigned to the specified line items 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.
Link copiedReceipt SettingsLink copied
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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