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Checkout Page - User Actions Guide

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Overview

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Checkout Flow

Charge Edit → Payment Details → (POS Processing) → Payment Success

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Available Actions

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1. Select Patient

1. Locate patient selector
   • In charge edit step
2. Search for patient
   • Type name or phone
   • Select from results
3. Or create new patient
   • Click “New Patient”
   • Enter required info

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2. Add Services/Products

1. Browse available items
   • Services list
   • Products list
2. Click to add item
   • Item added to cart
3. Adjust quantity
   • Use +/- buttons
   • Or type quantity
4. View running total
   • Updates automatically

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3. Apply Discount

1. Click “Add Discount”
   • In cart section
2. Choose discount type:
   • Percentage off
   • Fixed amount off
3. Enter discount value
   • Amount or percentage
4. Apply discount
   • Total updates

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4. Apply Package Credits

1. View available packages
   • Patient’s packages shown
2. Select package to apply
   • Click on package
3. Apply to items
   • Matching items reduced
   • Package balance decreases

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5. Apply Membership Benefits

1. View membership status
   • Active memberships shown
2. Benefits auto-applied
   • Member pricing shown
   • Discounts calculated

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6. Proceed to Payment

1. Review cart
   • Verify items and total
2. Click “Continue to Payment”
   • Moves to payment step

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7. Pay with Card on File

1. View saved cards
   • Patient’s cards displayed
2. Select card
   • Click to choose
3. Process payment
   • Click “Pay $X.XX”
   • Payment processes

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8. Pay with New Card

1. Click “New Card”
   • Card form appears
2. Enter card details:
   • Card number
   • Expiration (MM/YY)
   • CVV
   • ZIP code
3. Save card (optional)
   • Toggle to save for future
4. Process payment
   • Click “Pay $X.XX”

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9. Pay with POS Terminal

1. Select POS Terminal
   • Choose terminal device
2. Initiate payment
   • Click “Send to Terminal”
3. Wait for customer action
   • Page shows processing
   • Customer interacts with terminal
4. Complete transaction
   • Insert/tap/swipe card
   • Enter PIN if required
   • Approve amount
5. View result
   • Success or failure shown

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10. Pay with Cash

1. Select “Cash” payment
2. Enter amount tendered
   • What customer gave
3. View change due
   • Calculated automatically
4. Complete payment
   • Record transaction

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11. Add Tip

1. Locate tip section
   • In payment step
2. Enter tip amount
   • Fixed amount or percentage
   • Select preset or custom
3. Apply tip
   • Added to total

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12. Set Up Payment Plan

1. Click “Payment Plan”
   • Plan options appear
2. Configure plan:
   • Down payment amount
   • Number of installments
   • Payment frequency
3. Enter card for autopay
   • Card used for scheduled payments
4. Confirm plan
   • Plan created
   • First payment processed

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13. Preview Charge

1. Click “Preview” button
   • In header
2. Review all details:
   • Items and prices
   • Discounts applied
   • Final total
3. Close preview
   • Return to editing

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14. Cancel Checkout

1. Click back/cancel
   • In header
2. Confirm cancellation
   • Warning may appear
   • Unsaved changes lost

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15. Print Receipt

1. Complete payment
   • Success screen shown
2. Click “Print Receipt”
   • Opens print dialog
3. Print or save PDF
   • Choose printer
   • Or save as PDF

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16. Send Receipt

1. On success screen
2. Click “Send Receipt”
   • Options appear
3. Choose method:
   • Email receipt
   • Text receipt link
4. Confirm send
   • Receipt delivered

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URL Parameters

• ?patientId=xxx - Pre-select patient
• ?chargeId=xxx - Load existing charge
• ?eventId=xxx - Link to appointment

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Permissions

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Troubleshooting