[{"data":1,"prerenderedAt":1205},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file":3,"help-all-categories":254,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file":374,"help-related:\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file":375},{"id":4,"title":5,"audience":6,"body":7,"category":233,"description":234,"draft":235,"extension":236,"icon":237,"keywords":238,"meta":245,"navigation":246,"order":247,"path":248,"related":249,"seo":250,"stem":251,"updatedAt":252,"__hash__":253},"help\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file.md","Save a client's card on file with the secure link","clinic",{"type":8,"value":9,"toc":214},"minimark",[10,14,19,75,127,133,137,169,172,176,179,183,187,193,197,200,204,207,211],[11,12,13],"p",{},"To put a card on a client's file, send them a secure link from their profile — they type their own card on a private page, and it goes straight to the payment processor. There is deliberately no way for staff to enter a card number anywhere in Owneli.",[15,16,18],"h2",{"id":17},"how-do-i-get-a-clients-card-on-file","How do I get a client's card on file?",[20,21,22,27,39,43,54,58,64,68],"steps",{},[23,24,26],"h3",{"id":25},"open-the-clients-wallet","Open the client's Wallet",[11,28,29,30,34,35,38],{},"On the client profile, open the ",[31,32,33],"strong",{},"Wallet"," panel and find ",[31,36,37],{},"Payment methods",".",[23,40,42],{"id":41},"send-the-link","Send the link",[11,44,45,46,49,50,53],{},"Press ",[31,47,48],{},"Send secure card link",". It goes to the client's email and phone (whichever is on file — the client needs at least one). The button becomes ",[31,51,52],{},"Resend link"," for a fresh send.",[23,55,57],{"id":56},"the-client-adds-their-card","The client adds their card",[11,59,60,61,38],{},"Their page — \"Add a card to your file\" — spells it out: they enter the card themselves, it goes straight to the secure payment processor, the team never sees the number, and nothing is charged now. They press ",[31,62,63],{},"Save card",[23,65,67],{"id":66},"the-card-appears-in-the-wallet","The card appears in the Wallet",[11,69,70,71,74],{},"It lists as brand and last four digits with its expiry, marked ",[31,72,73],{},"Default",". It's now chargeable at checkout.",[76,77,78,91],"table",{},[79,80,81],"thead",{},[82,83,84,88],"tr",{},[85,86,87],"th",{},"Rule",[85,89,90],{},"Detail",[92,93,94,103,111,119],"tbody",{},[82,95,96,100],{},[97,98,99],"td",{},"Link life",[97,101,102],{},"7 days",[82,104,105,108],{},[97,106,107],{},"One live link",[97,109,110],{},"Sending a new link expires any previous unused one",[82,112,113,116],{},[97,114,115],{},"Charged at capture?",[97,117,118],{},"Never — saving a card takes no money",[82,120,121,124],{},[97,122,123],{},"Who can send",[97,125,126],{},"Staff with checkout access, for clients assigned to them",[128,129,130],"caution",{},[11,131,132],{},"Never take a card number over the phone and type it anywhere — not in a note, not in a form. The secure link exists so card data only ever touches the payment processor. A card number written into Owneli is a compliance breach.",[15,134,136],{"id":135},"using-the-saved-card","Using the saved card",[138,139,140,153,161],"ul",{},[141,142,143,144,147,148,38],"li",{},"At checkout, the card leads the tender list as ",[31,145,146],{},"On file ··1234"," — the fastest way to settle. See ",[149,150,152],"a",{"href":151},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",[141,154,155,156,160],{},"If your payment policy requires a card to book, the card satisfies it, and it's what a ",[149,157,159],{"href":158},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","late-cancellation or no-show fee"," is charged to.",[141,162,163,164,168],{},"If the bank demands the client confirm an off-session charge, Owneli offers to ",[149,165,167],{"href":166},"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link","send a pay-by-link"," instead — the client approves the charge on their phone.",[11,170,171],{},"Paying via a pay-by-link also saves that card to the file automatically, so many clients end up with a card on file without a separate capture step.",[15,173,175],{"id":174},"removing-a-card","Removing a card",[11,177,178],{},"In the Wallet panel, the remove action asks you to confirm: removing detaches the card at the payment processor and can't be undone. Removing a card is an admin-level action, not a register task. Clients can also manage their own cards — add, set default, remove — from their portal wallet.",[15,180,182],{"id":181},"common-questions","Common questions",[23,184,186],{"id":185},"the-client-says-the-link-doesnt-work","The client says the link doesn't work.",[11,188,189,190,192],{},"Card links expire after 7 days, and sending a new one kills the old one — so an old email's link dies the moment you resend. Press ",[31,191,52],{}," and have them use the newest message.",[23,194,196],{"id":195},"is-the-client-charged-when-they-save-a-card","Is the client charged when they save a card?",[11,198,199],{},"No. Capture stores the card for later use; the page tells them \"You are not charged anything now.\"",[23,201,203],{"id":202},"can-i-add-a-card-during-booking-instead","Can I add a card during booking instead?",[11,205,206],{},"When your payment policy requires a card, the client-facing booking flow collects it as part of booking. For a booking taken over the phone, book first, then send the secure card link from the profile.",[23,208,210],{"id":209},"why-cant-i-delete-a-saved-card","Why can't I delete a saved card?",[11,212,213],{},"Card removal requires admin permissions. Ask an admin — or the client can remove it themselves in their portal.",{"title":215,"searchDepth":216,"depth":216,"links":217},"",2,[218,225,226,227],{"id":17,"depth":216,"text":18,"children":219},[220,222,223,224],{"id":25,"depth":221,"text":26},3,{"id":41,"depth":221,"text":42},{"id":56,"depth":221,"text":57},{"id":66,"depth":221,"text":67},{"id":135,"depth":216,"text":136},{"id":174,"depth":216,"text":175},{"id":181,"depth":216,"text":182,"children":228},[229,230,231,232],{"id":185,"depth":221,"text":186},{"id":195,"depth":221,"text":196},{"id":202,"depth":221,"text":203},{"id":209,"depth":221,"text":210},"checkout","Send a secure link so the client adds their own card — staff never see or type card numbers — then charge it as Card on file at checkout.",false,"md","i-lucide-lock-keyhole",[239,240,241,242,243,244],"save client card on file","card capture secure link","charge card on file pos","client card over the phone","remove saved card","card link expired",{},true,100,"\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file",[151,166,158],{"title":5,"description":234},"help\u002Fcheckout\u002Fsave-a-card-on-file","2026-08-14","W6WsKaJVa8BoqMa9qH9OamawmdGOO-Ll5OWSSJRTmWY",[255,266,275,283,293,303,313,323,333,343,353,364],{"id":256,"title":257,"audience":6,"description":258,"extension":259,"icon":260,"meta":261,"order":262,"slug":263,"stem":264,"__hash__":265},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":267,"title":268,"audience":6,"description":269,"extension":259,"icon":270,"meta":271,"order":216,"slug":272,"stem":273,"__hash__":274},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":276,"title":277,"audience":6,"description":278,"extension":259,"icon":279,"meta":280,"order":221,"slug":233,"stem":281,"__hash__":282},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":284,"title":285,"audience":6,"description":286,"extension":259,"icon":287,"meta":288,"order":289,"slug":290,"stem":291,"__hash__":292},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":294,"title":295,"audience":6,"description":296,"extension":259,"icon":297,"meta":298,"order":299,"slug":300,"stem":301,"__hash__":302},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":304,"title":305,"audience":6,"description":306,"extension":259,"icon":307,"meta":308,"order":309,"slug":310,"stem":311,"__hash__":312},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":314,"title":315,"audience":6,"description":316,"extension":259,"icon":317,"meta":318,"order":319,"slug":320,"stem":321,"__hash__":322},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":324,"title":325,"audience":6,"description":326,"extension":259,"icon":327,"meta":328,"order":329,"slug":330,"stem":331,"__hash__":332},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":334,"title":335,"audience":6,"description":336,"extension":259,"icon":337,"meta":338,"order":339,"slug":340,"stem":341,"__hash__":342},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":344,"title":345,"audience":6,"description":346,"extension":259,"icon":347,"meta":348,"order":349,"slug":350,"stem":351,"__hash__":352},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":354,"title":355,"audience":356,"description":357,"extension":259,"icon":358,"meta":359,"order":360,"slug":361,"stem":362,"__hash__":363},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":365,"title":366,"audience":356,"description":367,"extension":259,"icon":368,"meta":369,"order":370,"slug":371,"stem":372,"__hash__":373},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[376,663,879],{"id":377,"title":152,"audience":6,"body":378,"category":233,"description":651,"draft":235,"extension":236,"icon":652,"keywords":653,"meta":654,"navigation":246,"order":349,"path":151,"related":655,"seo":659,"stem":660,"updatedAt":661,"__hash__":662},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md",{"type":8,"value":379,"toc":641},[380,386,390,393,404,414,418,421,424,427,447,453,457,460,564,578,582,585,588,591,594,600,603,607,610,614,624,628,631],[11,381,382,383,38],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[31,384,385],{},"Cart → Tip → Payment",[15,387,389],{"id":388},"start-a-sale","Start a sale",[11,391,392],{},"Two ways in:",[138,394,395,401],{},[141,396,397,400],{},[31,398,399],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[141,402,403],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,405,406,407,410,411,38],{},"An open sale can be left and picked up later: ",[31,408,409],{},"Save as draft"," parks it, and you resume it from ",[31,412,413],{},"POS",[15,415,417],{"id":416},"build-the-cart","Build the cart",[11,419,420],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,422,423],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,425,426],{},"From the sale menu you can also:",[138,428,429,435,441],{},[141,430,431,434],{},[31,432,433],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[141,436,437,440],{},[31,438,439],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[141,442,443,446],{},[31,444,445],{},"Add a sale note"," — internal, kept with the sale.",[448,449,450],"warning",{},[11,451,452],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[15,454,456],{"id":455},"choose-a-tender","Choose a tender",[11,458,459],{},"Only the tenders that can actually settle this sale are offered:",[76,461,462,472],{},[79,463,464],{},[82,465,466,469],{},[85,467,468],{},"Tender",[85,470,471],{},"What it is",[92,473,474,484,494,504,514,524,534,544,554],{},[82,475,476,481],{},[97,477,478],{},[31,479,480],{},"Card on file",[97,482,483],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[82,485,486,491],{},[97,487,488],{},[31,489,490],{},"External terminal",[97,492,493],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[82,495,496,501],{},[97,497,498],{},[31,499,500],{},"Cash",[97,502,503],{},"Enter what they handed over; change due is calculated for you.",[82,505,506,511],{},[97,507,508],{},[31,509,510],{},"Check",[97,512,513],{},"Recorded like cash.",[82,515,516,521],{},[97,517,518],{},[31,519,520],{},"Gift card",[97,522,523],{},"Enter the code. The card's balance is applied, capped at the balance.",[82,525,526,531],{},[97,527,528],{},[31,529,530],{},"Membership balance",[97,532,533],{},"Spend down an account-balance membership's wallet.",[82,535,536,541],{},[97,537,538],{},[31,539,540],{},"Package",[97,542,543],{},"Redeem a prepaid session against an eligible service line.",[82,545,546,551],{},[97,547,548],{},[31,549,550],{},"Membership",[97,552,553],{},"Redeem an included session from a service-credit membership.",[82,555,556,561],{},[97,557,558],{},[31,559,560],{},"Self checkout",[97,562,563],{},"Text or email a secure link — the client enters their own card on your branded page.",[565,566,567],"note",{},[11,568,569,570,573,574,577],{},"A cart that ",[31,571,572],{},"sells"," a gift card can't be ",[31,575,576],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[15,579,581],{"id":580},"splitting-across-tenders","Splitting across tenders",[11,583,584],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,586,587],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,589,590],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[15,592,560],{"id":593},"self-checkout",[11,595,596,597,599],{},"Choose ",[31,598,560],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,601,602],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[15,604,606],{"id":605},"card-surcharges","Card surcharges",[11,608,609],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[15,611,613],{"id":612},"when-the-client-cant-pay-today","When the client can't pay today",[11,615,616,619,620,623],{},[31,617,618],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[31,621,622],{},"Completed · balance due",", and you collect the balance later from the same sale.",[15,625,627],{"id":626},"close-out","Close out",[11,629,630],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[632,633,634],"tip",{},[11,635,636,637,640],{},"Cancelling a sale voids the cart and its lines. It does ",[31,638,639],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":215,"searchDepth":216,"depth":216,"links":642},[643,644,645,646,647,648,649,650],{"id":388,"depth":216,"text":389},{"id":416,"depth":216,"text":417},{"id":455,"depth":216,"text":456},{"id":580,"depth":216,"text":581},{"id":593,"depth":216,"text":560},{"id":605,"depth":216,"text":606},{"id":612,"depth":216,"text":613},{"id":626,"depth":216,"text":627},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[656,657,658],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":152,"description":651},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":664,"title":665,"audience":6,"body":666,"category":233,"description":864,"draft":235,"extension":236,"icon":865,"keywords":866,"meta":873,"navigation":246,"order":874,"path":166,"related":875,"seo":876,"stem":877,"updatedAt":252,"__hash__":878},"help\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link.md","Send a pay-by-link so the client pays on their phone",{"type":8,"value":667,"toc":849},[668,678,682,724,728,746,792,796,803,808,810,814,821,825,828,832,838,842],[11,669,670,671,673,674,677],{},"Choose the ",[31,672,560],{}," tender, enter the client's mobile or email, and press ",[31,675,676],{},"Send link",". The client opens a secure page, optionally adds a tip, enters their own card, and the sale closes itself on your screen — you never see or type their card number.",[15,679,681],{"id":680},"how-do-i-send-a-payment-link","How do I send a payment link?",[20,683,684,688,694,698,716,719],{},[23,685,687],{"id":686},"pick-self-checkout","Pick Self checkout",[11,689,690,691,693],{},"On the payment step, choose ",[31,692,560],{},". It's offered when the sale has a client attached, a balance to collect, and a connected payment processor.",[23,695,697],{"id":696},"choose-text-or-email","Choose Text or Email",[11,699,700,701,704,705,708,709,704,712,715],{},"Toggle ",[31,702,703],{},"Text"," or ",[31,706,707],{},"Email"," and fill in the ",[31,710,711],{},"Mobile number",[31,713,714],{},"Email address"," — pre-filled from the client record, and anything you type here is saved to a client who had no contact details yet.",[23,717,676],{"id":718},"send-link",[11,720,45,721,723],{},[31,722,676],{},". The client gets \"click here to securely pay\" with your business name, and your screen switches to a waiting view: \"This screen updates itself the moment they pay — no need to refresh.\"",[15,725,727],{"id":726},"what-the-client-sees","What the client sees",[11,729,730,731,734,735,738,739,742,743,745],{},"A branded ",[31,732,733],{},"Secure checkout"," page with the itemised sale, taxes and total. If the sale includes services, they're offered a tip for their provider — preset percentages or ",[31,736,737],{},"Set a custom tip",", entirely optional. They enter their card and press ",[31,740,741],{},"Pay",". Cards are handled by the payment processor; the card is also saved to their file for future ",[31,744,480],{}," payments.",[76,747,748,756],{},[79,749,750],{},[82,751,752,754],{},[85,753,87],{},[85,755,90],{},[92,757,758,765,773,781],{},[82,759,760,762],{},[97,761,99],{},[97,763,764],{},"24 hours, then it expires",[82,766,767,770],{},[97,768,769],{},"One at a time",[97,771,772],{},"A sale can only have one live link — cancel it before sending another",[82,774,775,778],{},[97,776,777],{},"Waiting timeout",[97,779,780],{},"Your screen polls for 15 minutes, then returns to the send form (the link itself stays valid)",[82,782,783,786],{},[97,784,785],{},"Tender on the receipt",[97,787,788,789],{},"Shows as ",[31,790,791],{},"Payment link",[15,793,795],{"id":794},"cancelling-a-link","Cancelling a link",[11,797,798,799,802],{},"On the waiting screen, open ",[31,800,801],{},"Options → Cancel card payment",". The client's page immediately stops accepting payment.",[448,804,805],{},[11,806,807],{},"If the client already paid — or their payment is mid-flight — the cancel is refused and the sale completes: \"Client already paid — the sale has been completed. Refund from the receipt if needed.\" Money is never dropped or silently kept.",[15,809,182],{"id":181},[23,811,813],{"id":812},"the-client-paid-but-my-screen-didnt-update-is-the-money-lost","The client paid but my screen didn't update — is the money lost?",[11,815,816,817,820],{},"No. The payment settles server-side regardless of your screen; check ",[31,818,819],{},"POS → History"," for the closed sale. Even a payment that lands after the link expired is honoured.",[23,822,824],{"id":823},"can-i-lower-the-price-after-sending-the-link","Can I lower the price after sending the link?",[11,826,827],{},"If the sale total drops after sending, the difference is automatically refunded to the client's card — they're never charged more than the sale is worth. Cleaner: cancel the link, adjust the cart, and send a fresh one.",[23,829,831],{"id":830},"why-is-self-checkout-not-in-my-tender-list","Why is Self checkout not in my tender list?",[11,833,834,835,38],{},"The sale needs a client attached, a balance greater than zero, and card payments connected under ",[31,836,837],{},"Settings → Payments",[23,839,841],{"id":840},"does-the-link-work-for-a-deposit-or-an-unpaid-balance","Does the link work for a deposit or an unpaid balance?",[11,843,844,845,38],{},"It collects whatever the sale currently owes — so yes, reopen an unpaid sale and send a link for the balance. See ",[149,846,848],{"href":847},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","Split a sale or leave a balance due",{"title":215,"searchDepth":216,"depth":216,"links":850},[851,856,857,858],{"id":680,"depth":216,"text":681,"children":852},[853,854,855],{"id":686,"depth":221,"text":687},{"id":696,"depth":221,"text":697},{"id":718,"depth":221,"text":676},{"id":726,"depth":216,"text":727},{"id":794,"depth":216,"text":795},{"id":181,"depth":216,"text":182,"children":859},[860,861,862,863],{"id":812,"depth":221,"text":813},{"id":823,"depth":221,"text":824},{"id":830,"depth":221,"text":831},{"id":840,"depth":221,"text":841},"Text or email a secure self-checkout link — the client enters their own card, can add a tip, and the sale closes itself at the till.","i-lucide-smartphone-nfc",[867,868,869,870,871,872],"send payment link to client","pay by link text message","self checkout salon pos","client pays on their phone","payment link expired","cancel a payment link",{},90,[151,248,847],{"title":665,"description":864},"help\u002Fcheckout\u002Fsend-a-pay-by-link","rQZ7vB3dSfREiru8MXxgPEWPXuixS_eUEqiY2s_h6XY",{"id":880,"title":881,"audience":6,"body":882,"category":233,"description":1195,"draft":235,"extension":236,"icon":1196,"keywords":1197,"meta":1198,"navigation":246,"order":1199,"path":158,"related":1200,"seo":1202,"stem":1203,"updatedAt":661,"__hash__":1204},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md","Deposits, cancellation and no-show fees",{"type":8,"value":883,"toc":1175},[884,887,892,896,899,942,953,957,968,972,979,983,986,996,1002,1006,1009,1013,1021,1027,1031,1034,1070,1074,1081,1087,1095,1099,1102,1120,1130,1134,1137,1141,1147,1151],[11,885,886],{},"This is the most consequential set of settings in the app: it decides whether a client is asked for money before they've been seen, and whether you can charge them when they don't turn up. It's worth reading in full before you turn any of it on.",[11,888,889],{},[31,890,891],{},"Settings → Payments → Payment policy",[15,893,895],{"id":894},"the-three-modes","The three modes",[11,897,898],{},"Everything starts with one choice.",[76,900,901,911],{},[79,902,903],{},[82,904,905,908],{},[85,906,907],{},"Mode",[85,909,910],{},"What happens at booking",[92,912,913,923,932],{},[82,914,915,920],{},[97,916,917],{},[31,918,919],{},"No policy",[97,921,922],{},"Nothing is asked for. No card, no deposit.",[82,924,925,929],{},[97,926,927],{},[31,928,480],{},[97,930,931],{},"A card is required to book. The client is not charged at booking.",[82,933,934,939],{},[97,935,936],{},[31,937,938],{},"Deposit",[97,940,941],{},"A deposit is required to book, and it's taken at booking.",[128,943,944],{},[11,945,946,947,949,950,952],{},"Under ",[31,948,919],{}," you cannot charge a late-cancellation or no-show fee — there is no card to charge. Enabling a fee while the mode is ",[31,951,919],{}," does nothing. The booking screen won't even disclose the fee, because it can never be collected.",[15,954,956],{"id":955},"sizing-the-deposit","Sizing the deposit",[11,958,959,960,963,964,967],{},"A deposit is either a ",[31,961,962],{},"percentage"," of the visit or a ",[31,965,966],{},"fixed amount",". A percentage of an $800 course is a very different number from a percentage of a $40 add-on, so pick deliberately.",[23,969,971],{"id":970},"across-a-multi-service-visit","Across a multi-service visit",[11,973,974,975,978],{},"When a visit has several services, all the services without their own override are pooled and the deposit is sized ",[31,976,977],{},"once"," against that pooled subtotal. So a fixed $25 deposit charges $25 for the visit, not $25 per service; a 20% deposit applies to the whole pool.",[15,980,982],{"id":981},"cancellation-and-no-show-fees","Cancellation and no-show fees",[11,984,985],{},"Both can be a percentage of the visit or a fixed amount, and each is switched on independently.",[11,987,988,991,992,995],{},[31,989,990],{},"Late cancellation"," also has a ",[31,993,994],{},"window",", in hours. Cancel earlier than the window and it's free. Cancel inside the window and the fee applies.",[11,997,998,1001],{},[31,999,1000],{},"No-show"," has no window — it applies when the appointment is marked as a no-show.",[15,1003,1005],{"id":1004},"the-minimum-appointment-value","The minimum appointment value",[11,1007,1008],{},"Set a minimum and the card \u002F deposit requirement only applies to bookings above it. A $15 brow tidy books with nothing; a $300 course requires the deposit. The disclosure the client sees reflects this — \"applies to appointments over $150\".",[15,1010,1012],{"id":1011},"escalation","Escalation",[11,1014,1015,1016,704,1018,1020],{},"Optionally, a booking whose total crosses a threshold can be forced to take a deposit even when your normal mode is ",[31,1017,919],{},[31,1019,480],{},". Set the threshold and, if you want, a different sizing for the escalated deposit.",[11,1022,1023,1024,1026],{},"Escalation is skipped entirely when your mode is already ",[31,1025,938],{},", and it never produces a deposit step with nothing due.",[15,1028,1030],{"id":1029},"overrides","Overrides",[11,1032,1033],{},"Policy is resolved in this order, most specific first:",[20,1035,1036,1040,1047,1051,1054,1058,1061,1065],{},[23,1037,1039],{"id":1038},"the-individual-booking","The individual booking",[11,1041,1042,1043,38],{},"Whoever takes the booking can override the terms for that one appointment. See ",[149,1044,1046],{"href":1045},"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","Book an appointment",[23,1048,1050],{"id":1049},"the-service","The service",[11,1052,1053],{},"A single service can carry its own policy — \"the laser course always takes a deposit, everything else doesn't\". Set it on the service.",[23,1055,1057],{"id":1056},"the-location","The location",[11,1059,1060],{},"A location can replace the business policy entirely. It's a whole-policy override, not a per-field merge — the mode and the fee rules are interdependent, so a location either uses its own or inherits the business one.",[23,1062,1064],{"id":1063},"the-business","The business",[11,1066,1067,1068,38],{},"Your default, under ",[31,1069,891],{},[23,1071,1073],{"id":1072},"how-overrides-combine-on-one-visit","How overrides combine on one visit",[11,1075,1076,1077,1080],{},"When services on one visit disagree, ",[31,1078,1079],{},"the strictest requirement wins for the visit",": no policy \u003C card on file \u003C deposit. One service that requires a deposit pulls the whole visit into a single deposit step.",[11,1082,1083,1084,1086],{},"A service explicitly set to ",[31,1085,919],{}," weakens only its own line. It won't rescue the visit if another service still requires a card.",[448,1088,1089],{},[11,1090,1091,1092,1094],{},"Explicit per-service overrides are treated as deliberate configuration and are ",[31,1093,639],{}," subject to the minimum-appointment-value threshold. If you set a service to require a deposit, it requires one at any price.",[15,1096,1098],{"id":1097},"charging-a-fee-in-practice","Charging a fee in practice",[11,1100,1101],{},"The two paths behave differently, on purpose.",[138,1103,1104,1110],{},[141,1105,1106,1109],{},[31,1107,1108],{},"The client cancels themselves"," through their own booking link — the policy is applied automatically. The window is checked, the fee resolved, the card charged.",[141,1111,1112,1115,1116,1119],{},[31,1113,1114],{},"The front desk cancels or marks a no-show"," — the fee is ",[31,1117,1118],{},"off by default",". You see the resolved amount and confirm it explicitly. Clinics usually waive when they're the ones cancelling, or when a regular calls in.",[11,1121,1122,1123,704,1126,1129],{},"If a deposit was captured, you also choose whether to ",[31,1124,1125],{},"refund",[31,1127,1128],{},"forfeit"," it. A forfeited deposit is credited against the fee, so the same cancellation is never penalised twice. Every outcome writes a payment record and an audit entry.",[15,1131,1133],{"id":1132},"what-the-client-is-told","What the client is told",[11,1135,1136],{},"At booking, the client sees a plain-language summary generated from your settings — the deposit required, the free-cancellation window, and the fee amounts. It's also on their manage-booking page. You don't have to write or maintain that copy; changing the policy changes what they're shown.",[15,1138,1140],{"id":1139},"prerequisites","Prerequisites",[11,1142,1143,1144,1146],{},"Deposits and fees need a connected payment processor — ",[31,1145,837],{},". Without it there's nothing to capture a card with.",[15,1148,1150],{"id":1149},"reporting","Reporting",[138,1152,1153,1159,1165],{},[141,1154,1155,1158],{},[31,1156,1157],{},"Growth → Reports → Cancellation fees"," — every fee charged, and the appointment behind it",[141,1160,1161,1164],{},[31,1162,1163],{},"Growth → Reports → No-shows"," — no-show rate by client, service and provider",[141,1166,1167,1170,1171,1174],{},[31,1168,1169],{},"Growth → Reports → Prepayments"," and ",[31,1172,1173],{},"Deferred revenue"," — money taken for work not yet done",{"title":215,"searchDepth":216,"depth":216,"links":1176},[1177,1178,1181,1182,1183,1184,1191,1192,1193,1194],{"id":894,"depth":216,"text":895},{"id":955,"depth":216,"text":956,"children":1179},[1180],{"id":970,"depth":221,"text":971},{"id":981,"depth":216,"text":982},{"id":1004,"depth":216,"text":1005},{"id":1011,"depth":216,"text":1012},{"id":1029,"depth":216,"text":1030,"children":1185},[1186,1187,1188,1189,1190],{"id":1038,"depth":221,"text":1039},{"id":1049,"depth":221,"text":1050},{"id":1056,"depth":221,"text":1057},{"id":1063,"depth":221,"text":1064},{"id":1072,"depth":221,"text":1073},{"id":1097,"depth":216,"text":1098},{"id":1132,"depth":216,"text":1133},{"id":1139,"depth":216,"text":1140},{"id":1149,"depth":216,"text":1150},"The three payment-policy modes, how a deposit is sized across a multi-service visit, and exactly when a fee can be charged.","i-lucide-shield-check",[],{},30,[1201,151,1045],"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":881,"description":1195},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","75NZaIiVEhZyP5-WS0x8c3vCsiSvZJWqnOQUJRyjkHU",1790218957727]