> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/tickets/checkout-preparing-the-ticket-w-video.md). # Checkout: Preparing the Ticket w/ Video ► Sales tickets are automatically created when the client is checked in. All services and their prices set in the employee's assigned services are shown. Use the buttons on the ticket to add/remove products, services and specials, access the client and their appointment log, attach or move tickets, and prebook their next appointment. *Updated video coming soon!* {% stepper %} {% step %} ## Open the ticket Begin by clicking on the client's appointment on the **Schedule**, then click "**Show Ticket**." **Add/Remove Services:** A client may get an extra service that wasn’t on the Schedule, or not have gotten a service that was initially scheduled. Just click the red ![rtaImage (5)](/files/220ae2580c05e44d2da3ba1efaecae5b263ae294) icon next to a service to remove it from the ticket, or click the ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) button next to **Services** to add additional services to the ticket. ![Add Remove Services](/files/43d7caa58bcd9f45bc80c07bc719cc923f7d6ff0) **Add Products:** There are a few different ways to add a Product to a ticket. If there are [Promotions](/advanced-settings/promotions.md) set up for services the client received that day or if there are Use Up Days set up for a product the client purchased in the past, you will get a reminder at the top of the ticket with a ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) button next to it to add the product to the ticket. * If there are no reminders or promotions at the top of the ticket, you can add products by also clicking the ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) icon next to **Products**. ![Add Product](/files/01bfcea71899391d8b3a16e0705e2f0a666a5cad) **Add Gift Cards:** Click the ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) next to Gift Cards. Enter your gift card code and the amount that it is worth. Then click Add Gift Card. Follow this separate article for more detailed instructions: [Gift Cards](/tickets/gift-cards-w-video.md) **Add Membership:** Click the ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) next to Memberships. Select one of your memberships to sell by clicking the arrow or search for it using the search field. Choose when it starts and Add Membership. Follow this separate article for more detailed instructions: [Selling/Redeeming Memberships](/tickets/selling-redeeming-memberships.md) **Add Package:** Click the ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) next to Packages. Select one of your memberships to sell by clicking the arrow or search for it using the search field. Choose when it starts and Add Package. Follow this separate article for more detailed instructions: [Selling/Redeeming Packages](/tickets/selling-redeeming-packages.md) **Attach a Ticket:** This combines two or more tickets for payment by one person (for instance, a mother and daughter both get haircuts, and the mother wants to pay for both transactions at once). There will be a separate ticket for each individual, and then you'll attach them with this button at check-out. Follow the simple instructions here: [Attaching a Ticket](broken://pages/35105c8ef06eaaaa6fee9ffe93c5c684925715e2) **Move Ticket:** It’s sometimes necessary to move a ticket to a future date for payment, (for instance, when an appointment goes overtime and you’ve already balanced the cash drawer.) Click **Move Ticket**, select a date for payment, *(or use the “tomorrow” quick link)*, then click **Save**. ![Move Ticket](/files/75a90e464aac72687a2c832bd462ce260da802f6) **Appointment Log:** This will provide you with Timestamps to track what was done, when, and bywhom from the moment the appointment was Scheduled to when their Ticket was closed, *(and even whether or not their ticket was re-opened)*. ![Appointment log](/files/ae7e102bb6020d6efba7e3d2797e8a56c4f79c59) **Prebook:** Many regular clients like to book their next appointment before leaving, especially in very busy salons or during holiday seasons to insure they’ll get the date and time they want. For more details see, [Prebooking Appointments](/scheduling/prebooking-appointments-w-video.md). **Client Log:** The Client Log is a convenient tool that allows you to provide the personal touch for great customer service. It’s a record of the client’s past services and product purchases, future appointments, memberships and/or packages, gift cards, notes, and formulas. **Discounts:** You may discount any service or product within a ticket. This method of discount will adjust the employee's compensation. There are a couple additional ways to apply a discount depending on the situation and reason for the discount. (Please see our "[Applying a Discount](/tickets/applying-a-discount.md)" article for more details) {% endstep %} {% step %} ## Collect payment Once you are finished with any adjustments the ticket may need, you can proceed to the "**Collect Payment**" tab to complete the [checkout](/tickets/checkout-collecting-a-payment-w-video.md) process. {% endstep %} {% endstepper %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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