How to Check Out a Client via the Calendar on the Pabau Go App

In this guide, we'll walk you through the steps to check out a client using the calendar feature in the Pabau Go app.

Step 1: Log into Your Pabau Account

Open the Pabau Go app on your iOS device and log in. Once logged in, tap 'Calendar' at the bottom of the screen. Use the calendar date picker at the top to navigate to the day when the appointment you want to check out is scheduled.

Step 2: Open the Appointment Menu

Once you locate the appointment, tap on it to open the appointment menu. To proceed to the Point of Sale, tap the cart icon.

Step 3: Review and Adjust Cart Items

You will be directed to the Point of Sale cart, where the client and services are pre-selected based on the appointment details. If needed, adjust the biller, tax, or discount by tapping on the individual items. 

When everything is set, tap 'Continue' to proceed.

Step 4: Choose a Payment Method

On the payment method screen, select the payment method, or choose from pre-paid options. You can also split the payment across multiple methods, or leave the invoice unpaid or part-paid if necessary.

Step 5: Finalize the Sale

If the client is paying in full, tap 'Confirm payment' in the bottom right corner to complete the transaction. You will then be taken to the 'Checkout completed' screen. If the invoice is part-paid or unpaid, it will still be created and marked as 'Part-paid' or 'Unpaid'.

Step 6: Return to Calendar

After processing the payment, tap 'Calendar' in the top left corner to return to the calendar and continue managing other appointments.

By following these steps, you can easily check out a client through the calendar on the Pabau Go app.