Adding a client to a sale and finding an old appointment pop up in the cart too? Here's what's going on, and how to sort it out.
1. Why old appointments keep coming up
Add to sale brings across every visit for that client that hasn't been paid for through POS yet, not just today's booking. If a past appointment was never taken through Receive Payment, it stays unpaid and keeps turning up every time you add that client to a sale, however old it is.
This usually happens when a service was deleted from POS instead of edited. This happens if the client ended up having a different service to the one they were originally booked in for. Deleting the old line and adding a new one leaves the original appointment unpaid in the background. Editing the service instead of deleting it avoids this. See Changing a Client's Service After You've Added Them to POS for the correct way to do that.
2. Clearing old ones out
You've got two options when you see an old visit you don't want to deal with right now. Click the trash icon on that line:
- Remove from Sale only: takes it out of this cart. It's still unpaid though, so it'll come back next time you add the client.
- Delete from Appointment Book: cancels the booking for good. Only use this if the visit genuinely didn't happen and shouldn't be on the client's history at all.
3. Paying it off properly
If the visit did happen and just needs paying, leave it in the cart. Add anything else the client's paying for today, then hit Receive Payment, choose the payment type and Finish Sale. Once it's paid, that appointment turns grey on the diary and stops coming up in POS.
Tip: if there's a big backlog of old unpaid visits, our support team can process them for you. Send us a request from your Help & Support page and we'll clear the account. After that, make sure every visit gets paid through POS so it doesn't build up again.
Related articles
Changing a Client's Service After You've Added Them to POS
How to Process Sales Through POS
Questions? Head to your Help & Support page and click Submit a Request. We've got you.