To simply record or note a cash, gift card, or check payment, you'll want to be sure you have the the Unlimited Bookings Plus add-on enabled, or you can also record payments with the Payment Plugin enabled.

If you're good to go there, check out these steps to record a cash, gift card, and check transaction. 👇

Record a Transaction for an Appointment

  1. Head to the calendar page and open up the appointment
  2. Click on the "Checkout" button in the upper right-hand corner
  3. Review the transaction details and press "Continue"
  4. Select the tender type: Cash, Check, Gift Card or Other. If you select the “Other” option, you can simply note the transaction and mark the appointment as paid. All other tender types (cash, check, gift card, and other) will be recorded transactions as well, rather than full payments.  You can add a note here if you'd like. 
  5. Hit the "Complete" button to complete the transaction

Record a Transaction for a Class/Workshop

  1. Head to the Class Calendar
  2. Select the session that the client attended
  3. From the roster, click on the "Checkout" button next to the client's name
  4. Review the transaction details and press "Continue"
  5. Select the tender type: Cash, Check, Gift Card or Other. If you select the “Other” option, you can simply note the transaction and mark the appointment as paid. All other tender types (cash, check, gift card, and other) will be recorded transactions as well, rather than full payments.  You can add a note here if you'd like.
  6. Hit the "Complete" button to complete the transaction

What's Next?

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