thread Re: Do appointments HAVE TO be checkout from each appointment? in Archived Discussions (Read Only)

Do appointments HAVE TO be checkout from each appointment?

drminshewshurr — Fri, 23 Nov 2018 18:14:12 GMT

My issue is that if i want to check out my patients from their appointments on my calendar, once i click "review and check out" and im checking out the appointment it doesn't allow me to change the quantity of the SERVICE, only ITEMS, which is an issue because technically it is a service and that is what they're booking from my website (I would keep it as an item but items don't show on my sqaure website).

I think an alternative to that issue could be fixed this as the following: (but i need to make sure this works)

do the balances from the calender from each appointment remain as "unpaid" if i dont directly "check out" each appointment, or can i go directly to "checkout"(POS) and start a fresh invoice on the patient I just saw whom I had the appointment scheduled on the calender with?

Re: Do appointments HAVE TO be checkout from each appointment?

Helen — Fri, 23 Nov 2018 18:26:52 GMT

Hi @drminshewshurr, the short answer is no you don't have to use the Appointments app to checkout clients. You can use the Calendar to manage your schedule and then accept card payments with the Point of Sale app.

However, with the Appointments app when you select Review and Checkout you can add the same service to the sale if that would help, or tap Add Item or Discount to add additional items to the sale. (You could create an item with the same names as your services.)

I also noticed that in another post you asked how to create an item variation. To get started, open the Appointments app:

Tap the three horizontal lines in the upper left > tap Items > All Items.
Tap on an existing item > tap Add New Price, Size, or SUK.
Enter a name for the variation/price (if you don't enter a price you'll be prompted to enter one at checkout.)
Tap the back arrow in the upper left.
Tap Save.

If you have any other questions about using Square Appointments please let me know!

Re: Do appointments HAVE TO be checkout from each appointment?

wholebodyhealth — Fri, 25 Feb 2022 19:17:26 GMT

How can you show that a client is checked out after they pay an invoice? On the calendar, they are still showing as unpaid when in fact they paid by invoice.

Re: Do appointments HAVE TO be checkout from each appointment?

Kassi_ — Tue, 01 Mar 2022 21:13:57 GMT

Welcome to the Community, @wholebodyhealth -

Right now, Appointments and Invoices operate separately.

There is an option to "record another payment", but you will run the risk of the reports looking like there was a double payment.

This is an excellent Feature Request for our Product Team and I am happy to get it over to them.

Thank you for bringing this up in the Community.