How do I checkout a REACH Appointment in SalonBiz?
Full PDF with visuals here: Checkout Process for Reach in Salonbiz Enterprise
Reach appointments will always appear in blue on the appointment book, and they will also always have a note.
When there is an appointment note present, the Appt Note button will be colored red.
Appointment Note Popup
When a Reach customer is checked in, you will be presented with the note that was added to the appointment. This note will specify that this was a Reach appointment and provide the incentivized pricing and payment information needed for checkout.
On the check-out screen, you will double-click on the Discount Type field in the line item for the service that was incentivized by Reach (see the yellow field in the PDF).
Reach Discount Type
Next, you will select Reach in the Select a Discount window
Then you will enter the percentage that was referenced on the Appointment Note in the Discount field on the line item for the incentivized service.
The incentive will be calculated and the Ext Price will be updated
Add Gratuity (if applicable)
If there was a tip collected by Reach, you will click the Add Gratuity button to open the popup. Enter or select the employee who performed the service. Then add the amount of the tip as indicated on the Appointment Note.
Reach Payment Type
Next, you will select the Reach payment Type from the area on the bottom right of the check-out screen. If there isn’t a button visible, you will need to click the See More button.
Reach Payment Amount
Then enter the total amount of payment collected by Reach as noted in the Appointment Note. This is the Reach payment amount only. There could be other items added to the ticket that will have other payment types and amounts.
After the above steps are completed, you will process the ticket as normal.