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Use this guide to update appointment details, payments, or tips on a closed ticket without recreating it.

Edit a Closed Ticket

Step-by-step guide for checking out clients, processing payments, and completing group or individual transactions.

Client Checkout

Learn how to view and track all ticket activity, including edits, reschedules, and payment changes.

Ticket History (Cloud)

Learn how to print or email client receipts and configure printer settings for your setup.

Printing & Sending Receipts

Follow these steps to process a partial refund by adjusting item prices and selecting the correct tender type.

How-To do a Partial Refund

This article is for Pet, Salon, Spa, and Body Art users to refund credit card payments.

Void / Refund - Pet, Salon, Spa, and Body Art Credit Card Payments

Angel Horowitz

Thalia Perez

Kyle Goodman

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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