STX Beacon: Check Out FAQ

Check Out Navigation

Clicking the Check Out button on the Home screen will take you to a new open ticket. Assign the ticket to a new or existing client, if desired.

The Check Out List breadcrumb, when clicked, will display a list of all open tickets for today and yesterday. A NO CLIENT open ticket will remain in Checked In status, and will display on the Check Out List page indefinitely until the ticket is completed.

When viewing or altering a ticket, use the tabs at the bottom to quickly move to other related Ticket items, including Services and Products, which will give access to the full list of items related to each corresponding area.

Use the Check Out List breadcrumb to create a new Ticket, a new Membership, issue a Refund, or perform a Cash Paid In / Out transaction. Click a Ticket # to view or complete the ticket.

Detailed information including Visit Type and Payment Type are available on the Ticket Details report.

Go to Reports > Ticket Details to find both completed and open tickets. Click a Ticket # hyperlink in the Ticket Details list to view a ticket, email a receipt, or edit a completed ticket. 

Check In and Check Out Appointments

The Appointment List includes a new Check In / Check Out button, depending on appointment and ticket Status. 

The Check In button will display in blue when an appointment has not yet been checked in. When clicked, the system will 'check in' the appointment, create a ticket, and change the action button to Check Out.

The Check Out button will display in green when the appointment status is set to checked in. When the Check Out button is clicked, the system will go directly to the Ticket Edit page.

When the ticket is completed, no button will display to indicate the appointment is in Completed status.

Ticket Favorites

The Ticket will open with the Favorites tab open, which shows the items as determined in the Setup Ticket Preferences page. 

If the ticket was created from checking in an appointment, the services are already added to the ticket.

Click a Service, Product, or Promotion button from the Favorites tab to quickly add the item to the ticket.

An interactive side Receipt shows purchased items and values, tip amounts, tax totals, and the payment types with amount.  

In most cases, the Clear Sale button at the top of the side Receipt will clear the listed items and set the ticket total back to 0.00.

If the client owes an amount on their account charge balance, the side Receipt will auto-display the Received on Account item and value, but only if the ticket was created from checking in an appointment. 

Ticket Services

The Services tab will display additional services which are not part of the designated Favorites

If there are more than 20 additional services, a Service Group drop-down menu will display to allow searching for a specific service.

Click any Service button, or search for a service to quickly add to the ticket.

After selecting a Service from either the Favorites or Services tab, the Add Service popup screen will appear if more than one worker performs the selected service.

Select a Worker for the service. The Price will auto-populate. 

Select either a Promotion or Reward redemption for the service.

Enter service formulas in the Note field.

Click Add To Ticket to add the service.

Once the Service has been added, the side Receipt will display the service and appropriate value.

To edit or remove a service from the ticket, click the item in the side Receipt. The Update Service pop-up screen will appear.

Make the desired changes. 

Click the Update Ticket button to save your changes.

Click the Remove button to remove the service from the ticket.

Click the Cancel button to cancel the updates.

Once the Service has been updated or removed, the side Receipt will display the appropriate information.

Ticket Products

The Products tab will display additional products which are not part of the designated Favorites

If there are more than 20 additional products, the SKU# field will display to allow searching for a specific product.

Click any Product button, or search for a product to quickly add to the ticket.

After selecting a Product from either the Favorites or Products tab, the Add Product popup screen will appear.

Select a Worker for the product. The Price will auto-populate. 

Select either a Promotion or Reward redemption for the product.

Click Add To Ticket to add the product.

Once the Product has been added, the side Receipt will display the product and appropriate value.

To edit or remove a product from the ticket, click the item in the side Receipt. The Update Product pop-up screen will appear.

Make the desired changes. 

Click the Update Ticket button to save your changes.

Click the Remove button to remove the product from the ticket.

Click the Cancel button to cancel the updates.

Once the Product has been added, the side Receipt will display the product and appropriate value.

Ticket Other

The Other tab is used for accepting Deposits, Prepayments, Received on Account, and selling Packages or Gifts.

Deposit - Enter the value of the deposit.

Prepayment - Enter the value of the prepayment.

Received on Account - If the client would like to add an amount to their account, or pay more than the current account charge balance, enter the value the client wishes to pay.

Package - Select the appropriate Package. The Amount will auto-populate once the Package is selected.

Gift - Enter the Gift Amount and the Gift Number. Both fields are required. Use the Date Selector to select the Issue Date. Optional fields are as follows:

• Recipient

• Worker

• Expires

Click the Add To Ticket button for each item you wish to add to the ticket. The side Receipt will display the added items and values. 

To edit or remove an item from the ticket, click the item in the side Receipt. The Update pop-up screen will appear.

Make the desired changes. 

Click the Update Ticket button to save your changes.

Click the Remove button to remove the item from the ticket.

Click the Cancel button to cancel the updates.

Ticket Payments

The Payments tab will be used if the client wishes to pay with multiple forms of payment, or a single payment other than a charge / debit card which processes electronically through the Beacon system.

Click the button for the appropriate form of payment.

Edit the Amount Paid if necessary. Enter an optional note about the payment in the Notes field.

If the payment type is an electronic payment, either swipe the card or click Manual Entry to enter the credit card information without swiping.

Click the Add To Ticket button to add the payment. 

As you type the Amount Paid, the Change Back value will respond and auto-calculate if the amount paid is greater than the balance due. You will always know how much change to give back before clicking the Add To Ticket button.

The payment will display in the side Receipt as a negative value.

The Prepaid Package payment type is auto-added by the system if a service is being redeemed from a package. 

The system will immediately recognize a service being redeemed to be part of the Package when a Package is added to the ticket. The client will only be charged for the Package value, and not the service being redeemed.

Click a different payment button to add another payment type to the ticket.

Ticket Misc. Sale

The tab displaying the Calculator icon will allow for any miscellaneous amount to be added onto the ticket as a Misc Sale.

Use the number pad to enter any amount. Click the Add To Ticket button to add the Misc Sale value to the ticket. The side Receipt will display the appropriate information.

Include Unpaid Tickets

The Ticket page has a List icon at the bottom with the other tabs that displays a modified Check Out List page when clicked. The modified Check Out List page shows all unpaid tickets for yesterday and today.

Check the Include checkbox next to any unpaid ticket to have it ‘included’ into the ticket currently being worked on. Click the Include Unpaid Tickets button to continue. Click the Cancel button to cancel the process.

The ticket currently being worked on will re-appear with the included ticket(s) added to the receipt area. Complete the ticket by applying a full payment.

Go to Reports > Ticket Details to view both the included ticket and the paying ticket.

Ticket Rating

Emoji buttons on the bottom of the ticket page represent the Ticket Rating.

  • Good: Smiling emoji  🙂

  • Fair: Indifferent emoji  😐

  • Poor: Frowning emoji  ☹️

The Ticket Rating may be used to describe the client’s satisfaction with their visit. The Ticket Rating may also be used to determine if your team has met the expectations you’ve set when checking out a client. You have the flexibility of deciding how the Ticket Rating is to be used.

When an emoji is clicked, the system will flag the ticket record with the appropriate rating.

Clicking an emoji is not required to save a ticket. Each emoji can be clicked, changed and re-clicked before the ticket has been completed. 

The Activity Comparison report includes information for each Ticket Rating. 

Ticket Promotion

The Promotion button allows adding a promotion applicable to services and/or products, for the entire ticket. 

Selecting a Promotion which is applicable to only Services will apply the promotion to ALL services on the ticket.

Selecting a Promotion which is only applicable to Products will apply the promotion to ALL products on the ticket.

Selecting a Promotion which is applicable to both Services and Products will apply the promotion to ALL services and products on the ticket.

Click the Add To Ticket button to apply the selected Promotion to the ticket items. The side Receipt will display the discounted values.

Ticket Tips

The Tips button will display tip information similar to the tip overlay used with mobile electronic payment processing, which allows you to more easily enter a gratuity amount.

Enter the tip Amount and select the appropriate option from the Tip Options drop-down menu.

Rather than typing an Amount, use one of the auto-calculate buttons: 10%, 15%, or 20%. The tip amount will auto-calculate based on the worker’s service value. 

Click the Add To Ticket button to add the tip amount to the ticket. The side Receipt will display the Worker name and Tip amount.

To add a tip for another worker, click the Tips button again and select the appropriate worker. Click the Add To Ticket button when you’re finished.

Ticket Charge Button

The Charge button will go directly to processing an electronic payment for the balance of the ticket.

NOTE: You must be processing credit cards through the Beacon system. For information on the First Nationwide Payments (FNP) credit card merchant gateway or on obtaining a new First Nationwide Payments merchant account, please contact STX Software.

The Charge button will always display the balance of the ticket. 

Click the Charge button to immediately process an electronic payment for the full ticket balance, rather than using the Payments tab.

Edit the Amount Paid if necessary. Enter an optional note about the payment in the Notes field.

If the payment type is an electronic payment, either swipe the card or click Manual Entry to enter the credit card information without swiping.

Click the Add To Ticket button to add the payment.

Once the ticket balance is completely paid for, the ticket will immediately close and the status will be set to the Completed status. The Check Out list page will appear.

Ticket Details

The Ticket Details report is an interactive list and contains information on all tickets within the date range selected. Information includes cash paid in / cash paid out transactions, the ticket #, client name, service, product, and other amounts, the ticket total, and payment type if fully paid. 

Navigate to Reports > Ticket Details.

The OWNER login has the ability to Edit Completed Tickets for yesterday and today.

Click a Ticket # hyperlink in the Ticket Details list to view a ticket, email a receipt, or edit a completed ticket.

Edit Completed Tickets

Click the Edit button.

NOTE: Only the OWNER login will have access to the Edit button. When the Ticket Edit page appears, add any necessary items which were not part of the original ticket.

The following areas can be edited:

Services — All areas on the Services tab can be edited. 

Products — All areas on the Products tab can be edited.

Other — Items that were not part of the original ticket must be added using a new ticket. Only specific areas on the Other tab can be edited.

• Deposit — Deposits existing on the original ticket cannot be edited or removed.

• Gift — Edits to the Worker, Gift Number, Gift Issued, and Gift Expires are allowed. Gifts existing on the original ticket cannot be removed.

• Package — Packages existing on the original ticket cannot be edited or removed. 

• Prepayment — Prepayments existing on the original ticket cannot be edited or removed. 

  • Received on Account — Received on Accounts existing on the original ticket cannot be edited or removed.

Tips — All areas on the Tips tab can be edited.

Payments — All areas on the Payments tab can be edited, unless the payment type has to do with either an Electronic Payment or the Account Charge. 

Completed Ticket Detail

The Completed Ticket Detail page is only displayed when a Completed (fully paid) ticket hyperlink is clicked from the ticket list page.

The Completed Ticket Detail page is read-only and displays only the information from each tab on the ticket where information has been added, as well as Rewards information. 

  1. If the ticket meets the criteria for Rebook, then the button will say Rebook. If the ticket does not meet the criteria for Rebook, then the button will say Book Appt.

  2. Click Print Receipt to print a receipt. Print Receipt will display only when a receipt printer is connected to the computer using the Beacon Mac App.

  3. Click Email Receipt to email a copy of the Completed Ticket Detail page to the client.

 The Client Name is displayed with the Client Email, if the client has a primary email address on file. 

If the client does not have a primary email address on file, the Client Email field will be blank. Feel free to enter or edit the email address. The client card will NOT be updated with what is entered.  Consider the Client Email field as a ‘one-time use’ email address.

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