Check out a client
Review services, amounts, discounts, tips, and payment outcome before closing a visit.
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
How to do it
- 1
Open the completed visit and review each service and technician.
- 2
Confirm prices, approved discounts, taxes, and service charges according to salon policy.
- 3
Ask the client to review the total before payment.
- 4
Record the actual payment outcome and tip allocation.
- 5
Provide the available receipt and close the visit only after the record is accurate.
The check out a client workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- Unless Pinsot explicitly becomes merchant of record for a transaction, the salon remains responsible for its transaction with the client.
- Never mark a payment successful when an external terminal or payment method has not confirmed it.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.