Checkout flow
How the point of sale checkout process works for staff and clients.
Staff checkout from the POS
- Search for the client (or start a walk-in sale)
- Add items to the cart — classes, packages, retail, gift cards
- Apply any promo code, gift card, or account credit
- Select payment method
- Complete the transaction
The client receives an email receipt automatically.
[VIDEO TODO] Record a short Loom video showing the full POS checkout flow from start to finish: searching for a client, adding items to the cart, applying a promo code, selecting a payment method, and completing the transaction. Show the confirmation screen at the end.
Staff checkout from the check-in screen
When you add a client to a class from the check-in screen and they need to purchase a drop-in or package, the POS opens automatically within the check-in flow. You complete the purchase there without leaving the check-in screen.
[IMAGE TODO] Take a screenshot showing the POS checkout appearing within the check-in screen flow. The check-in screen context should be visible in the background, with the POS payment overlay or panel open for a client who needs to purchase a drop-in.
Client self-checkout (online)
When clients book through your website or app:
- They choose a class or pricing option
- They see applicable pricing at checkout (based on what's connected to that class)
- They enter payment or select an existing method
- Booking is confirmed, confirmation email sent
Payment options at checkout
When a client has multiple payment options on file (e.g., an active pack and a card), Arketa selects the best match for the class being booked. Clients can switch the payment method if needed.
[IMAGE TODO] Take a screenshot showing the payment method selection step at checkout for a client who has multiple payment options on file (e.g., a class pack and a credit card). Show the dropdown or list where the client or staff can switch between payment methods.
Adding multiple items in one transaction
From the POS, you can add multiple items in a single transaction — for example, a class drop-in + a retail item + a gift card. Everything goes in one cart, one payment, one receipt.
Transaction confirmation
After completing a transaction:
- Client receives an email receipt
- The transaction appears in your All Payments report
- Any class bookings are added to the class roster automatically