Where to find it
Sessions tab → Checkout button. Or click any session on the calendar → scroll to the Checkout section in the session detail view. Both routes open the same Checkout modal.
The home dashboard also shows a Checkout tile with the count of sessions awaiting payment — clicking it takes you straight to the Checkout flow.
Step by step
Open Checkout
Click Checkout in the Sessions tab, then search for and select the client. You’ll see all their unpaid sessions listed, each with a Checkout button.
Review the invoice
The checkout screen shows the session type and rate (e.g., Private Session — $125.00), tax (e.g., HST 13% — $16.25), and the Total owing.
Add products (optional)
If you have products configured in Settings, they appear as quick-add buttons. Click + Custom Item to add a one-off product or service at a custom price and description.
Choose a payment method and complete
Select from the options below. A receipt is emailed to the client automatically once payment is confirmed.
Payment method options
Use Prepaid Package
Shown at the top if the client has a valid package. Deducts 1 session credit. No money collected — revenue was captured at package sale time.
Credit / Debit Card (Stripe)
Opens a Stripe checkout to enter the client’s card details. Requires Stripe to be connected in Settings.
Send E-Transfer Request
Emails the client your Interac e-Transfer address and the amount owing automatically.
E-Transfer Received
If the client already sent the e-Transfer, click this to mark it paid and send the receipt.
Cash / Cheque Received
Confirm the amount and mark as paid immediately. Receipt is sent automatically.
Sell a Package
Convert the session to a package sale right at checkout. The applicable package price and details are shown.
Collect on Session Day
Defers payment. Session stays on the outstanding list in Receivables for later collection.
Insurance Billing
If TELUS eClaims is enabled, submit directly to the client’s insurer. Client pays any copay amount.