Checkout, Payment & Rebook: the full procedure

Close every visit by ringing the service plus add-ons, presenting the tip screen, taking payment, rebooking before the client leaves, updating their record, and reconciling at day’s end.

• Applies to: Front desk / checkout technician.
• Frequency: Every checkout.
• Scope: Covers the checkout, tipping, payment, rebooking, and end-of-day reconciliation flow. Transaction fees and payout timing follow your payment processor.

What you need

• POS / payment terminal (Square, GlossGenius)
• Card reader with tip prompt
• Booking calendar
• Client record / CRM
• Daily sales report

The procedure, step by step

1. Convert appointment to ticket — Pull the completed appointment into a checkout ticket so service charges pre-populate and link back to the client.
2. Add services & retail — Ring the actual service performed plus any add-ons (art, gel, repairs) and retail products on the same ticket.
3. Present the tip screen — Hand over the terminal with preset tip options — card-with-tip-prompt transactions run ~14–20% higher median tips than cash.
4. Take payment — Process the card (dip/tap/swipe) or other tender; for multi-tech visits, split the tip across the staff who did the work.
5. Rebook before they leave — Checkout is the natural moment to book the next visit — offer the next slot in the moment instead of relying on later follow-up.
6. Update the client record — Save services done, products bought, color/art notes, and preferences against the client profile.
7. Hand off receipt & confirm rebook — Email/print the receipt and confirm the rebooked appointment with a reminder scheduled.
8. Reconcile at day’s end — Match the POS totals against payments taken and the cash drawer; when booking and payments share one system this is near-automatic.

Quality check before you finish

• Service plus all add-ons and retail rung correctly.
• Tip prompt presented on every card transaction.
• Multi-tech tips split to the right staff.
• Next appointment offered (rebook attempt made).
• Client record updated with services and notes.
• Receipt issued and rebook confirmed.
• Daily totals reconciled with no unmatched transactions.

This is a free, source-anchored standard operating procedure (SOP) you can print and hand to staff. It documents the work sequence for a Nail Salon business — not safety or regulatory rulings, which defer to the cited authorities, the applicable code, and your own health-and-safety plan. Open the tool above to print it, toggle ink-saver, or (with a free ToolFluency Business account) edit it to match your own workflow.

Sources

• GlossGenius — Checkout, Rebooking & Tips (glossgenius.com)
• Simple Salon — The Checkout Rebooking Moment (simplesalon.com)
• Zenoti — Salon POS & Reconciliation (zenoti.com)