Overview
Order receipts can be sent to clients automatically via email and/or text when they complete a purchase online or in-person. These are turned on at the location level, in Client Notifications.
Set up Order receipts in the Client Notifications Page
Note: As of 11/19/24, email receipt settings have moved from the Manage>Details page, to the Manage Location>Client Notifications page. In the Order Receipts menu item, you'll now find the settings to include ratings prompt or a receipt note within your email receipts.
To set up order receipts, click Order receipt in Manage Location > Client Notifications.
Next, set up your order receipt settings.
Email receipts
Email receipts will send to clients by default, unless you disable them at checkout. Here, you can indicate whether you'd like a rating prompt to be included in the receipt email, and can include an optional receipt note in your email. Automated email receipts can be sent at no cost.
Text receipts
Click the "Text message" toggle to enable text receipts. A dedicated phone number is required to turn these on, and clients can reply to these messages. Any client replies will be routed to your two-way texting Messages inbox. Text usage rates apply.
By default, we will include a link to the receipt. You can also include an optional booking link, that will direct to your location's online self-booking overlay.
Manage Order Receipts at Front Desk Checkout
When checking out a client at the front desk, you'll see a checkbox for "Email receipt" and "Text receipt". If your location has not enabled Text Receipts in Client Notifications, the Text receipt checkbox will not appear.
Here, you can verify with the client whether they'd like to receive their receipt via email, text, or both—and check/uncheck these boxes to match individual client preferences at checkout. Text receipts will only be sent to clients who are opted into receive transactional/operational texts from your business.
Clients can view their receipt in Client Portal
When a client clicks the link in their text receipt, they'll be directed to view their receipt in their Client Portal.
Clients can also view receipts for any past appointments from the Client Portal.
When client clicks to view appointment history and clicks into a specific appointment that has been completed, there's a "View Receipt" link.
