Accepting payment

You can accept credit and debit cards, cash, checks, prepaid gift cards, and house account credit using MINDBODY Express®. A merchant account is required to complete payment card transactions. When a client uses a prepaid gift card that does not cover the total cost of a purchase, you can select a second payment method to make up the difference. Otherwise, multiple payment methods are not supported in MINDBODY Express.

Contents

 

Card on file

  • If you’ve previously stored the client’s credit card information, you can charge the purchase to the stored card. Just tap the “Credit Card Ending in XXXX” button (1).
  • You’ll see the sale total on the next screen, and the card will show as accepted. Tap Next to continue (2).
  • If the client would like to leave a tip, or sign for the purchase, pass the device to them. They’ll pick a tip amount (if applicable), sign for the purchase, and then press I Agree (3). Note: Tips are available only when you check out an appointment.
  • If the client will not be leaving a tip, and does not want to sign for the purchase, tap Skip in the top right corner of the screen (4). Even if a tip amount was selected on the signature screen, it will not be added to the purchase total.
  • Choose whether or not you want to send the client a receipt, and enter the client's email address if necessary. Then, tap Process Sale (5).

        

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Enter credit card

  • To enter credit card information manually, tap Enter Credit Card (1).
  • Enter the card number, CVV code, expiration date, and zip code using the keypad. Then, tap Next (2).
  • Double-check the total, and the last four digits of the card. Then, tap Next (3).
  • Pass the Android device to your customer, who will use a fingertip to sign for the purchase. The customer will then press I Agree to complete the sale (4). Note: If you are checking out an appointment, the customer can also choose to leave a tip.
  • Choose Yes or No on the email receipt toggle, and enter the client’s email if necessary. Tap Process Sale to complete the transaction (5).
  • Or, if the customer decides to change payment methods, just tap the back button at the top left to return to the Check Out screen.
  • To cancel the transaction, just tap the back button at the top left. Then, tap Cancel.    

    

      

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Swipe credit card 

When using your mobile credit card swiper, make sure it is completely plugged in to the audio jack on your Android device, and that the volume is turned all the way up. If your device will not recognize the swiper, please restart your phone and try again.

When checking out a client:

  1. Tap Swipe Credit Card.
  2. Initially, you’ll see a message that says “Connecting to Swiper...”.
  3. Wait until the screen says “Swipe Away!”, then run the client's credit card.
  4. Allow your customer to sign for the sale, then press I Agree.
  5. Toggle the Send receipt switch on or off, then tap Process Sale to complete the transaction.

To switch payment methods, or cancel the transaction, tap the back arrow in the top left-hand corner of the screen.

  • Note: The client will only have the option to leave a tip when checking out an appointment.
  • Electronic signatures captured when processing a sale by credit card are stored in the client's profile, but can only be viewed when using the full MINDBODY software. Click here to learn more.

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Cash

  • To collect payment in cash, tap Cash (1).
  • Type the amount tendered into the keypad, then tap Next (2).
  • The system will calculate the amount of change you owe the customer. Choose Yes or No on the email receipt toggle, and enter the client’s email if necessary (3).
  • Tap Process Sale (4).
  • Tender the change due to your customer, and you’re done!
  • To cancel the transaction, just tap the back button at the top left. Then, tap Cancel.

    

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Check

  • To collect payment by check, tap Check (1).
  • Then type the check number into the keypad and tap Next (2).
  • Choose Yes or No on the email receipt toggle, and enter the client’s email if necessary (3).
  • Tap Process Sale (4).
  • To cancel the transaction, just tap the back button at the top left. Then, tap Cancel.

       

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Prepaid Gift Cards

  • To collect payment by prepaid gift card, tap Gift Card (1).
  • Swipe the gift card, or use the keypad to type in the gift card number (2).
  • Choose Yes or No on the email receipt toggle, and enter the client’s email if necessary (3).
  • Tap Process Sale (4).

        

Note: If there are insufficient funds on the gift card, the app will let you add an additional form of payment. Click Add Payment to continue.

  • Choose the additional payment method your customer wants to use, and complete the sale as described above.
  • To cancel the transaction, just tap the back button at the top left. Then, tap Cancel.

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House account

  • To collect payment by account, tap House Account (1).
  • Choose Yes or No on the email receipt toggle, and enter the client’s email if necessary (2).
  • Tap Process Sale (3).
  • To cancel the transaction, just tap the back button at the top left. Then, tap Cancel.

  

To learn about selling to new, existing, and walk-in clients, click here.

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