Client Self Checkout

Client Self Checkout allows clients to complete the checkout process directly on their mobile device. Clients will be sent a text message with a link to complete the payment, add a tip, and view their receipt.

To enable Client Self Checkout, open the Settings app and go to Payments & Checkout > Advanced Settings > Client Self Checkout.

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Using Client Self Checkout

To use Client Self Checkout, select the Self Checkout payment button.

Confirm the client’s phone number or enter a new phone number. Select Send.

The Waiting for client payment message will display.

The client will receive a text message with a link to complete the payment. By default, the link will expire after 15 minutes. To increase your default time window, please contact chat support.

The client can select a tip or enter a custom tip amount.

Any credit card on file for the client will be displayed as a payment option. Otherwise, they will need to enter their credit card information. Any credit card provided will be saved to the client's profile. Learn more about managing cards on file.