Cart & Checkout Walkthrough
Understand how saved services turn into completed checkouts and revenue
This guide explains how the Cart works, when availability is locked, how pricing behaves, and what actually turns a saved service into confirmed revenue.
Section 1: What This Page Covers
You’ll learn:
What the Cart is (and what it isn’t)
What happens at Checkout
How pricing, rewards, and add-ons apply
How patients use Add to Cart vs Book Now
What behavior is normal vs a real issue
Cart behavior
Pricing logic
Rewards & credits
Payment & confirmation
How Cart & Checkout Work from the Patient’s Side
Watch how patients save services, return later, apply rewards and complete checkout
and see exactly when availability and revenue are locked in.
Step 1: What the Cart Is
- The Cart is a convenience feature
- It lets patients save services they’re interested in
- It improves follow-through and repeat engagement
*The Cart does not reserve availability or lock in a time.
Step 2: How Items Get Added to the Cart
- Patients tap Add to Cart on a service
- Treatment options and add-ons selected are saved
- Multiple services can be added
*There is no limit to how many services a patient can add to the Cart.
Step 3: Cart Behavior Rules (Critical)
Cart items:
- Do not expire
- Do not reserve time
- Do not guarantee price if pricing changes later
The Cart is tied to the patient’s account
*If availability or price changes, that is expected behavior — not a system error.
Step 4: Viewing the Cart
Patients access the Cart via:
- Cart icon in the app
- Cart page
Cart shows:
- Selected services
- Chosen options and add-ons
- Current pricing
*Pricing is always recalculated at checkout.
Step 5: From Cart to Checkout
When a patient proceeds to checkout:
- Availability is checked in real time
- Only then can a time be selected
Availability is locked only after successful payment
*Adding to Cart ≠ booking.
Step 6: Rewards & Credits at Checkout
Rewards or credits:
- Are applied manually by the patient
- Can be saved for later
Whether rewards:
- Stack
- Apply to add-ons
- Can be partially used (depends on clinic configuration)
Step 7: Payment & Confirmation
Payment is processed through the clinic’s payment system
If payment succeeds:
- Booking is confirmed
- Appears on Dashboard
- Appears in Notifications (if enabled)
- Appears in the CRM
*If payment fails, the booking is not confirmed and the patient must contact the clinic.
Step 8: If Payment Fails
- Patient is prompted to retry or contact the clinic
- No booking is confirmed
- No availability is held
* Payment issues are handled by the CXR
Need Help or Something Feels Off?
Chat with Sage,
Sage can explain Cart behavior, pricing changes, rewards, and checkout rules
and help you decide what to check next.
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