Complete a booking

When a client's appointment is done, you complete it from the schedule. The completion wizard captures how they paid, an optional tip, and whether to generate an insurance receipt or follow-up notes. If the client didn't show up, you mark a no-show instead.

Open the wizard

Step 1 — Payment Method

Pick how the client paid. The numbers match the screenshot:

1. Manual payment methods — Cash, Debit, Credit Card, e-Transfer, Cheque, Direct Deposit. Use these when you handle the payment outside the app.
2. Other Options — Payment Pending (mark complete, collect later), Add to Bill (when there are open bills), and Completed Status Only (no payment recorded).
3. Pick a method — tap a tile to select it; the wizard tailors the next steps to your choice.
4. Next — continue once a method is selected.

Step 2 — Tip & Details

1. Step indicator — the bars track your progress through the wizard.
2. Tip — choose a preset percentage (No Tip, 10%, 15%, 18%, 20%, 25%) or Custom to enter an exact amount. The tip total shows below.
3. Back — return to the previous step at any time.

Step 3 — Receipt & Notes

1. Generate an insurance receipt? — choose Generate Receipt or No Receipt. When you generate one, pick the receipt type below.
2. Add therapeutic follow-up notes — tick this to record session notes (and, on the standard form, a body diagram) at the same time.
3. Complete Booking — saves the payment, tip, receipt and notes, and marks the booking Completed.

Mark a no-show

When a client misses an appointment, mark it as a no-show instead of completing it.

1. Send no-show notification email — leave this ticked to email the client about the missed appointment, or untick it to mark the no-show silently. Confirm to apply.

What's next

• Manage a booking — every action you can take on a booking by status.
• Punctual availability — open up a one-off slot outside your regular hours.