Create the appointment or package service
- Open Sell → Services → New Service and choose One-Off Purchase.
- Name the treatment or package and enter its price. For a prepaid package, enter the price for the whole package and describe the treatments included.
- Add Terms of Service for the conditions customers need to accept, such as rescheduling, cancellations, refunds or a package’s expiry.
- If the customer needs instructions after buying, add a Welcome Email. Choose instructions that fit when they pay: a booking link or preparation details before a visit, or relevant aftercare after treatment.
- Turn on Available for Sale and save the service.
Take payment at the desk
Open the service’s … menu in Sell → Services and choose how the customer will pay:- QR Code: let them scan and complete checkout on their phone.
- Tap to Pay: accept a contactless card or wallet on a supported iPhone after enabling Tap to Pay. Finish all checkout steps after the tap.
- Purchase as Customer: guide them through checkout on your device, with their permission. Let them review the service and any terms before agreeing.
- Share Link: send checkout if they would prefer to complete it separately.
