SalesVu Technical Support walks through checking out customers from the appointment calendar on the web portal. The video shows different ways to complete and pay for orders, and how color coding indicates which appointments are done.
Hi. In this video, I will show you how to check out a customer from the web portal. First, we're going to locate our appointments on the appointment calendar. There are two ways to checking out a customer. The first one is when we already received a customer. I will click on the appointment and below you can see the checkout button. The second way to do it is if we have an appointment booked but we haven't received the customer. I will click on the appointment and you can still see the checkout option. I will go ahead and select the first way. At this point, the system will open automatically. The order. I can email an invoice, edit the order and add more products. Print it or trash it. I will proceed and pay for the order. Now I will select my payment option and when the transaction has been completed, I can send the receipt by email, print the order, or just click on Done. When I go back to the calendar, you can see that the order will change color. Light green means that the appointment has been closed and it has been paid for. Hope this video helps and please let us know if you have further questions.
