Take Payment (Unbound Sale)

A standalone POS surface for charging a customer outside the booking flow. Walk-in services, retail products, gift cards, custom amounts — all in a single multi-add cart with mode-default-per-industry, keyboard shortcuts, and per-staff cursoring so walk-in service sales attribute cleanly to your team's utilisation.

Where to find it — Web: Sidebar Take payment (wallet icon, top of the sidebar). Mobile: bottom-nav wallet pill (walk-in-led industries) or tablet Take payment row in the sidebar. Shortcut: ⌘. (Mac) / Ctrl+. (Windows) on web; ⌘P on iPad with a hardware keyboard.

TL;DR

• Four modes: Service, Product, Gift card, Custom — same cart underneath, each tuned for its content.
• Multi-add cart persists for 12 hours per venue and survives navigation. Charge with ⌘Enter.
• Default mode resolves per venue industry; you can override at the venue level or set your personal last-used preference.
• Service-mode lines create completed walk-in bookings with per-staff cursoring so utilisation reports stay accurate.
• Available on every plan. No PRO requirement.

When to use it vs booking checkout

You need to…	Use…
Charge for an appointment already on the calendar	Booking checkout (from the booking detail)
Charge for a walk-in service with no booking	Take Payment → Service mode
Sell a retail product over the counter	Take Payment → Product mode
Sell a new gift card	Take Payment → Gift card mode
Take an arbitrary amount (a tip, an off-menu charge, a deposit you can't pin to a service)	Take Payment → Custom mode
All of the above in one transaction	Take Payment — add lines across modes, charge once

Opening Take Payment

Surface	How
Web sidebar	Wallet icon at the top of the sidebar, labelled Take payment. Trailing ⌘. kbd hint when empty; count badge when items are staged.
Web shortcut	⌘. (Mac) or Ctrl+. (Windows) from anywhere under /app/{slug}/**.
Mobile bottom-nav pill	Persistent wallet pill — only on walk-in-led industries (Barber, Hair, Nails). Routes straight to the Take Payment tab.
Mobile iPad sidebar	Dedicated Take payment row under the search trigger. Unconditional (no industry gate on iPad).
Mobile iPad shortcut	⌘P on hardware keyboard.
Universal	⌘K opens the command palette, search "take payment".

The four modes

All four modes share the same Take payment header, segmented mode tabs, and persistent sale strip at the bottom. Only the body differs.

Service mode

Tile grid of your walk-in-eligible services. Each tile shows name, duration, and price. Tap a tile to add it to the cart; tap again to remove. Multiple of the same service bumps a quantity badge. Tiles can be:

• Quick picks — pinned by owner/manager, max 6, shown above the category grid
• Categorised — grouped by service category with section headers; "General" comes last
• Filtered: type to filter; while filtering, categories collapse into a flat result list

Empty state CTAs to the Services page if you have no services yet.

Product mode

Tile grid of retail products. Each tile shows name, price, and a stock indicator:

• "N left" (warning) when stock is at or below 3
• "Out of stock" (destructive) when at zero — tile is disabled
• No badge when stock is plentiful

Successful charge decrements inventory automatically.

Gift card mode

Amount input + five preset chips (25 / 50 / 100 / 150 / 200 in your local currency). Default 50 selected. Cap at 9,999. Enter key submits. Adds a line named Gift card · {amount}.

Custom mode

Two required fields: amount (cap 9,999) and description (max 120 chars). The description becomes the line item name. Useful for tips, off-menu charges, ad-hoc deposits — anything that doesn't fit the other three modes.

How default mode is picked

When you open Take Payment, the mode is resolved in this order:

1. Venue override — if owner/manager set takePaymentDefaultModeOverride, that wins.
2. Your last-used — your personal takePaymentLastUsedMode (per user, across venues).
3. Venue industry:
   • Barber, Hair, Nails, General, Other → Service
   • Beauty → Product
   • Aesthetics, Wellness & Spa → Gift card
   • Tattoo & Piercing → Custom
4. Fallback → Service

URL ?mode= deep-links override the resolved default. Switching modes mid-flow writes the new mode as your personal last-used (fire-and-forget, doesn't slow the switch).

Owners and managers can adjust both the venue override and the pinned Quick Picks from the Take Payment page's owner settings.

The cart (sale strip)

The persistent sale strip sits at the bottom of the page whenever the cart has items.

Element	What it does
Expandable item list	Tap the strip to expand. See every staged line with name, ± quantity stepper, line total, and a remove icon.
Clear all	Footer button. Clears the cart with a 6-second undo toast.
Charge button	Primary CTA. Shows {itemCount} items · {total} and a ⌘Enter tooltip.

Cart semantics:

• Per-venue — switching active venue swaps the cart. No cross-venue bleed.
• 12-hour TTL — survives lunch and meetings; drops stale carts overnight.
• Deduped — adding the same service or product twice merges into one line with quantity 2. Gift cards and custom amounts never dedupe (they're treated as distinct line items).
• Survives navigation — close the tab, refresh, navigate to the calendar and back: cart is intact.
• Clears only on success — closing the checkout drawer without paying preserves the cart so you can retry.

Charging

⌘Enter (anywhere on the page, no input focused) or tap the Charge button. Charge flow:

1. Creates an ad-hoc order
2. Loops each staged line via addOrderItem
3. Opens the checkout drawer (web) or pushes /checkout (mobile)
4. Customer pays via cash, terminal, Tap to Pay, or saved payment method
5. On success, the cart clears

If the checkout drawer is closed without payment (e.g. customer changes their mind), the cart is preserved so you can adjust and try again.

Per-staff cursoring (service mode)

When a service-mode walk-in is charged successfully, the system inserts a completed booking row with source: "walk-in" so the stylist's utilisation reports stay accurate.

Cursoring: when multiple service lines are charged on the same stylist in a single transaction, the bookings are sequenced — each line's start time is the cursor; end time is cursor + duration; the cursor advances to that end time before the next line. So a "cut + colour" walk-in on Sarah won't show two overlapping completed bookings.

Lines without an assigned stylist share a separate __unassigned__ timeline. Lines whose service was deleted between cart staging and charge are silently skipped at the booking-insert stage — the payment and order still commit.

Mode shortcuts (web)

Press the digit keys to switch modes when no input is focused:

Key	Mode
1	Service
2	Product
3	Gift card
4	Custom

The active mode is mirrored to ?mode= and persisted as your last-used.

Mobile uses a segmented control with taps; no key shortcuts assumed since phones don't have hardware keyboards.

Owner / manager settings

Setting	What it does
Default mode override	Force a specific mode for the whole venue, overriding the industry default and individual last-used preferences.
Quick picks	Pin up to 6 services to a top row in Service mode for fastest access. Useful for "the usual" walk-in services.

Both settings are at the top of the Take Payment page when logged in as Owner or Manager.

Who can use this

Capability	Owner	Manager	Stylist
Open and use Take Payment	Yes	Yes	Yes
Edit venue default mode	Yes	Yes	No
Edit pinned Quick Picks	Yes	Yes	No
Set personal last-used mode	Yes	Yes	Yes (auto)

Mobile parity

Aspect	Web	Mobile
Cart store	React context + localStorage	Zustand store + MMKV
Mode switcher	Tabs with kbd digits	Segmented control
Mode shortcuts	1 / 2 / 3 / 4	None (taps)
Charge shortcut	⌘Enter	None
Open shortcut	⌘.	⌘P (iPad hardware kb)
Phone nav	Sidebar wallet button	Persistent pill (walk-in-led industries only)
Tablet nav	Sidebar wallet row	Tablet sidebar wallet row
Service grouping by category	Yes	Not yet — flat grid
Quick picks (pinned)	Yes	Not yet
Filter	Yes	Yes

Common mistakes

Problem	What to check
Charge button is disabled	Cart is empty. Add an item first.
⌘. shortcut doesn't work	The shortcut is focus-gated to /app/{slug}/**. If you're on the public storefront or settings root, navigate into the app first.
Tab closed and I lost my cart	Cart persists 12 hours per venue. If you cleared cookies / private browsing, the cart is local-only and would have been lost.
Switched venues mid-sale and items disappeared	By design — each venue has its own cart. Switch back to recover.
Stylist's utilisation shows weird overlapping bookings after a multi-item walk-in	Should not happen — per-staff cursoring sequences them. If you see it, contact support with the order ID.
Default mode keeps reverting to the industry default	Your venue override is unset. Have an owner or manager set the override on the Take Payment page.
Out-of-stock product tile is greyed out	By design — can't sell what you don't have. Update inventory in Settings → Products if it shouldn't be zero.
Custom amount won't accept my description	Description is required (max 120 chars). Empty descriptions are rejected.

FAQ

When do I use Take Payment instead of booking checkout?

Use Take Payment when you need to charge without a booking — walk-in services with no prior appointment, retail product sales, a new gift card sale, or a custom amount. Use the standard checkout from a booking when there's an existing appointment to charge against.

How do I open Take Payment quickly?

Web: ⌘. (Mac) or Ctrl+. (Windows) from anywhere in the app. Mobile iPad: ⌘P on the hardware keyboard. Walk-in-led venues (Barber, Hair, Nails) also get a persistent wallet pill in the mobile bottom nav. Universal: ⌘K opens the command palette and search 'take payment'.

Can I add multiple items in one transaction?

Yes. Take Payment is built around a multi-add cart. Add several services, products, gift cards, and custom amounts in any combination — the persistent sale strip shows the running total and the Charge button shows total + item count. Press ⌘Enter to charge.

What happens to my cart if I close the tab?

The cart persists for 12 hours, per-venue. Closing the tab, switching to another page, or refreshing won't lose your in-progress sale. Switch venues and the cart switches with you. The cart only clears on successful payment.

Does service-mode Take Payment create a booking?

Yes. Charging a service line through Take Payment auto-inserts a completed booking with source 'walk-in' so your stylists' utilisation reports stay accurate. Multi-item walk-ins on one stylist auto-cursor so the bookings don't overlap in time.

Why isn't the wallet pill showing in my mobile bottom nav?

The persistent pill only appears on walk-in-led industries (Barber, Hair, Nails). For other industries (Beauty, Aesthetics, Wellness, Tattoo, etc.), open Take Payment via the command palette (⌘K) or the iPad sidebar.

Related Articles

• Checkout
• Mobile Checkout & Tap to Pay
• Walk-in Check-in
• Managing Services
• Products & Retail
• Gift Cards