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.
Offer Order Receipts at Duo Checkout
If you use Duo app for checkout, you can turn on an optional receipt selection step after payment. Within this checkout step, clients can choose whether they want an email receipt, text receipt, or no receipt. They can also confirm their contact information, and seamlessly opt in to text or email marketing from your business when the receipt is sent.
This is a great way to seamlessly expand your marketing audience while personalizing and elevating the client-facing checkout experience.
To enable the receipt selection step at checkout:
Go to Manage location > Hardware > Settings
Turn on the "prompt client for receipt" toggle
Note: If you have order receipt texts turned on in Client Notifications, both the 'text receipt' and 'email receipt' options will appear in this checkout step.
If you have order receipt texts turned off in Client Notifications, only the 'email receipt' option will show.
It is recommended that you offer both text and email receipts. Either way, this step is a valuable addition to your checkout flow, as it allows clients to update their contact info and allows you to collect their explicit marketing consent.
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.
