Payments
Define the in-person payment methods your salon accepts — cash, bank transfer, card on arrival, vouchers — so every sale is logged against the right one.
Every time your team closes out a booking, they pick how the client paid. This page is where you define that list. Set it up once and each method becomes a one-tap choice at the till — and a way to slice your money reports later.
Open Settings → Payments. New workspaces already come with Cash, Card (in-person) and Bank transfer seeded, so most salons only tweak the list rather than build it.
On-site only — online card deposits live elsewhere
These are the methods your staff record by hand at the counter. Taking a card deposit automatically on an online booking is a separate setup: connect Stripe under Integrations. When it's live, this page shows a read-only Online card deposits (Stripe) status with a Manage in Integrations link.
Add a payment method
Name it and pick a type
Click Add payment method. Give it a Display name (what staff see, e.g. "Cash on arrival") and a Type — Cash, Bank transfer, Card (in-person), Voucher, or Other. The type drives the icon and how the method groups in reports.
Add a reference and instructions (optional)
Use Staff instructions (optional) for a note only your team sees — an IBAN, a deposit-slip workflow. Set a Reference field label (optional) to make the Mark Paid dialog ask for something on every payment with this method.
Set it live
Leave Active on so it appears at close-out, flip Default method if it should be preselected, then Create method.
The reference field is how you reconcile later
When you fill in Reference field label (optional) — say "Transaction ID" for a card terminal or "Voucher code" for gift vouchers — staff must capture that value at the moment of payment. That's the difference between a bank-transfer line you can match to your statement and one you can't.
Keeping the list tidy
Each method has a Set as default, Edit and Delete action.
- Only one default. It's the method preselected when staff close out a booking, so make it your most common one.
- Pause instead of delete. Turning off Active hides a method from close-out without removing it.
- Deleting is safe for history. Past receipts keep the method name they were recorded with. You can't delete the current default — set another one first.