How do I checkout a Reservation?

To Checkout a Reservation, locate the Reservation on the Bookings screen and click on it to open it

Click Create Sale

Choose the time to be recorded on the Sale from either:

• Now (the current time), or
• Reservation Time (the time of the Reservation)

The Checkout screen will appear

(This is a mini-view of a Sale)

Here you can:

1. Add another Service to the Sale
2. Add a Product, Pass, Gift Card, or Customer Credit to the Sale
3. Add any custom Charges to the Sale
4. Apply a Discount to the Sale
5. Add a Payment

You can also choose to:

• Email the Sale to the Customer using the Send Email Checkbox
• Print the Sale using the Print checkbox
• Rebook the Customer in for another Reservation using the Rebook drop down menu

When you have completed the Sale, choose Close Sale

A Reservation with a paid Sale attached to it will display on the Bookings screen with a Paid tag

Use the Open Full Sale button to open the full Sale

For more information about Sales, see How do I create a new Sale?

To Checkout a Reservation, locate the reservation on the Bookings screen and tap directly on to it

Scroll down and tap Create Sale

Choose the time to be recorded on the Sale from either:

• Now (the current time), OR
• Reservation Time (the time of the Reservation) RECOMMENDED

From the Edit Sale box you will be able to:

1. Add another Reservation / Service to the Sale
2. Add a Product, Pass, Gift Card, or Customer Credit to the Sale
3. Add any Custom Charges to the Sale
4. Apply a Discount or Tips to the Sale
5. Add a Payment
6. Add Notes to the Sale

Tap Save

Select No or Yes, Close Sale from the Close Sale pop-up

A Paid tag will now be displayed in the Reservation Tile once the Sale is fully paid:

To Checkout a Reservation, locate the reservation on the Bookings screen and tap directly on to it

Scroll down to the Sale section and tap Create Sale

Choose the time to be recorded on the Sale from either:

• Now (the current time), OR
• Reservation Time (the time of the Reservation) RECOMMENDED

Tap the + Icon to or use the Short Cut buttons to:

1. Add a Reservation 
2. Add a Service
3. Add a Product
4. Add a Charge
5. Add a Discount
6. Add a Payment
7. Request a Payment (only available if Online Booking has been enabled and you have connected your Ovatu account to Stripe and/or PayPal accounts)

When you have completed the Sale, the system will ask Are you ready to save and close this sale?

Tap YES, CLOSE

From the Close Sale box select or de-select the following (these boxes are ticked by default):

• Send Email (a receipt of Sale will be emailed to your Customer)

• Finished (close page)?

Tap CLOSE

When full payment has been added to a Sale, a green Paid tag will be displayed in the Reservation Tile on your Booking Screen: