Connecting appointments to a counter sale and payment

Start checkout from the booked appointment, check the client and delivered services in the cart, then take payment against that sale. Square and Fresha carry appointment details into checkout, creating a visible path from visit to sale and payment.

Start with the booking

In Square Dashboard, go to Appointments > Calendar, select the appointment, open its details and choose Take Payment. Choose a preferred payment method and follow the prompts, then select Charge Card or Record Payment. Save appointment edits before taking an online payment.

In the Square Appointments POS app, tap the appointment in the calendar, or tap Checkout and choose an appointment from the Appointments tab. Tap Review and Check Out; appointment information carries into checkout, and the sale is associated with the staff member the appointment was booked with.

In Fresha, open the completed appointment from the calendar and select checkout. The client and services from that appointment appear in the cart. This keeps the sale connected to the visit rather than requiring staff to rebuild it from scratch.

Use a walk-in sale only when there was no booking. In Square, tap Checkout from the navigation bar, then Library, add the services or items, and tap Review sale. An optional customer can be associated with the sale; it is associated with the staff account logged into the device.

Check the cart with the client

Compare the client and service lines in the cart with the appointment and the work delivered. Confirm the final service price, and add an extra service or item only if it was supplied.

In Square, add any additional items or services from Review and Check Out before selecting Charge. For a changed visit, make sure the appointment details are updated; Square Dashboard users must save edits before taking an online payment.

Confirm the payment and record

In the Square Appointments POS app, select Charge and process the customer’s card or preferred payment method. In Fresha, select Continue to payment and choose a preferred method; if Fresha payment processing is enabled, the available options include the client’s saved card on file.

After payment in Fresha, the payment is recorded, the appointment is marked complete and greyed out in the calendar, and a receipt can be printed. Follow the appointment-led checkout path so the client and services carried into the cart remain associated with the sale.

To check the link during a demonstration, show a Square appointment, its checkout sale and the completed payment, then confirm the sale’s staff attribution matches the staff member the appointment was booked with. For Fresha, show the completed calendar appointment, the cart with its client and services, the recorded payment and the completed appointment status.