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When you raise a sale, it's possible to add other bookings for multiple clients to a sale; allowing you to take payment all at once. In this guide, you will learn how to add bookings from multiple clients to a sale. You may want to learn more about taking split payments, in the event more than one person is contributing to the payment of the sale (or an individual wishes to use separate payment methods). See our help guide How to process split payments at checkout for more information.
How to add bookings from multiple clients to a sale
When you raise a sale, it's possible to add other bookings for other clients to the sale. This allows you to raise a sale and apply a payment for multiple bookings at once.
Step-by-step instructions
1
Start by clicking checkout on the first client's booking. The first appointment(s) will automatically be added to the sale.
2
Next, we'll add the second client's booking to the sale. In the sales tab, click the [x] icon next to the client's name.
3
Search for the second client and click on their name to add them to the sale.
4
Then select the appointment/s you want to add to the sale by clicking on it. Now you can repeat the process for any other additional clients/appointments.
5
When you are ready to apply payment, click checkout. Remember to change the client name to whoever is making the payment so it appears on their client file!