You've set up your terminal, connected it to Timely and now you're ready to take your first payment! Choose which device you use to take a payment in-salon.
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iPhone (Devices iOS 12 or above) |
iPad (Devices iOS 12 or above) |
Step-by-step instructions
1 Tap the client's appointment in the calendar and select Checkout.
2 Check the services are right, and add any extras to your client's invoice.
3 Tap Checkout.
You can alter the amount to charge the client in the amount box at the top of the screen. This is perfect for those times that you need to do a split or partial payment across multiple cards or payment types.
4 Mini terminals will appear with a series of letters and numbers. Select the terminal.
5 This will connect to the terminal which will then beep and light up with the amount ready for the client to tap/swipe/insert their card.
6 The mini terminal will beep and light up with a green approved tick.
7 On Timely, tap Done.
8 Once you see the Sale complete screen, your sale is all done and dusted! You can then select the Email receipt button to send the client a copy of the receipt or close the sale by selecting Done.
Terminal setup guide: Mini terminal x iPad
2. Choose which terminal to set up
3. Choose a device to connect with your mini terminal
- Make a sale with your iPad (You are here)
- Refund a sale
- Add surcharges to clients' card payments