In this article, we'll guide you through the steps to check out a client from the client journey in the Pabau GO iOS app.
Step 1: Log into Your Pabau Account
Launch the Pabau GO app on your iOS device and log in. Once logged in, tap on Journey at the bottom of the screen and navigate to the day on which the appointment is booked using the calendar date picker at the top of the screen.
Step 2: Access the Client Journey
Locate the appointment and tap on it. You will see the first three steps of the client journey: Check Details, Medical History, and Patient Consent. You can fill out the forms and details to proceed through Photos and Treatment note, or you can go directly to the Point of Sale by tapping "Checkout" in the bottom right corner of the screen.
This will take you to the cart area of the Point of Sale, where the client and services are pre-selected based on the appointment details.
If necessary, click on each item to adjust the biller, tax, or discount. Once everything is set up, click "Continue" to move to the next step.
Step 3: Select Payment Method
On the payment method screen, choose the payment method, or select from pre-paid options. You can also split the payment between multiple methods, or leave the invoice unpaid or part-paid if needed.
Step 4: Finalize the Sale
If the client is paying in full, tap "Confirm payment" in the bottom right corner to complete the sale. You will be directed to the "Checkout completed" screen.
If the invoice is part-paid or unpaid, it will still be created but marked accordingly as Part-paid or Unpaid.
Step 5: Return to Client's Journey
After processing the payment, tap "Journey" in the top left corner to return to the client journey and complete any remaining steps.
By following these steps, you can easily check out a client using the client journey feature in the Pabau GO app.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.