Client List
The articles in this section cover the client list, including adding, merging, and exporting clients.
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Sales & Checkout
Completing Sales & Checkouts
Check Out an AppointmentCheck Out Appointments TogetherComplete a Checkout Without an AppointmentSplit Services into Separate CheckoutsApply a Discount During CheckoutUsing a Barcode Scanner to Scan Products During CheckoutAdd a Surcharge or Fee to Every CheckoutSave a Checkout for LaterDiscard an Existing CheckoutChange the Service Provider on a Closed SaleSend or Print a Client ReceiptNavigating the Sales App
Payments
Payment Hardware
Front Desk Display vs. Direct ConnectionFront Desk Display: Hardware Purchase GuideSetting Up Your Front Desk DisplaySetting Up the iPad Kiosk ModeUpdating the Mangomint Mobile App on the Front Desk DisplayConnecting a Card Reader Directly to Your iPhone or iPadCompleting a Test Transaction Using Your Card ReaderTroubleshooting Guide: Front Desk DisplayTroubleshooting Guide: Card Reader
Credit Cards
Taking Credit Card PaymentsTaking Payments with the Front Desk DisplayTaking Payments with a Card Reader Connected to Your iPhone or iPadClient Self CheckoutRequiring a Credit Card in Online BookingManaging Cards on FileBest Practices: Credit Card PaymentsPayment DisputesPayment Processing: Balance & PayoutsPayment Processing: Payout SchedulePayment Processing: Monthly SummariesPayment Processing: Update Account DetailsFAQ: Payment Processing
Memberships
Client Memberships
Start a New Membership for a ClientFind a Client's MembershipClient Membership StatusesAdjust the Service Quantities on a Client’s MembershipSwitch a Client's Membership to the Current Version of the PlanChange the Service Expiration Date on a Client's MembershipResend the Credit Card Email Request for a Client's MembershipRenew a Client’s Membership EarlyPause and Resume a Client’s MembershipCancel a Client’s MembershipTransferring Memberships from a Previous Booking System
Payroll Processing
Automated Messages
Available Automated Messages
Automated Messages: Appointment BookedAutomated Messages: Appointment CanceledAutomated Messages: Appointment RescheduledAutomated Messages: Form SubmittedAutomated Messages: Waitlist EntriesAutomated Messages: Check-In ProcessAutomated Messages: Sale ClosedAutomated Messages: Gift CardsAutomated Messages: PackagesAutomated Messages: Memberships