Core Operations

Staff checkout for real service-business workflows.

Adjust the final bill, add services or products, record payment, generate receipts, and keep completed sales connected to bookings, customers, and reports.

Owner

Staff-managed

Starts from

Booking or customer

Output

Receipt and history

Not

Self-checkout

Runbook · Customer Operations
LIVE

Operational console

Staff checkout for real service-business workflows.

1

Move from appointment to final bill, payment, receipt, and customer history without losing context.

2

Let staff adjust the final bill when the actual service differs from the original booking.

3

Keep money-related changes controlled, visible, and tenant-scoped where supported.

The gap

What breaks at the counter

01

The booking is not the final bill

The actual service, products, packages, or credits may change before payment.

02

Payments lose operational context

Payment method, amount, receipt, customer, and booking should stay connected.

03

Completed sales are edited silently

Corrections, voids, refunds, and unpaid balances need controlled visibility where supported.

04

Reports lack source records

Sales and payment reporting depends on clean checkout and receipt history.

Core capabilities

What staff checkout handles

The systems that work together to turn every message into a trackable outcome.

Booking to bill

Start from the booked service and adjust the final bill.

  • Keep booking, customer, sale, and receipt connected.
  • Change final items before completion where supported.

Services and products

Add what actually happened during checkout.

  • Add extra services or retail products.
  • Include packages or credit top-ups where supported.

Payments and settlement

Record how the customer paid at the counter.

  • Record payment method and amount.
  • Support split or mixed settlement where implemented.

Receipts and customer history

Create a durable checkout outcome.

  • Generate receipts after checkout.
  • Update customer history with completed sales and receipts.

Corrections and audit visibility

Keep money records controlled after completion.

  • Completed sales should not be silently edited.
  • Voids, refunds, corrections, and unpaid balances should be visible where supported.

AI assist boundary

AI can support context, not money mutation.

  • AI should not complete checkout, change payments, issue receipts, or apply discounts.
  • Authorized staff action owns checkout.

How it runs

From appointment to locked sale

01

Open checkout

Staff start from a booking or customer workflow.

02

Adjust bill

Services, products, packages, credits, or changes are added where supported.

03

Record payment

Payment method and amount are recorded before completion.

04

Issue receipt

The completed sale updates receipts, customer history, and reports.

Every step is tracked, every outcome logged — nothing disappears.

The result

Checkout reflects what actually happened.

01Bill

Staff control the final bill instead of forcing the original booking to be the sale.

02Pay

Payments, receipts, customer history, and reports stay connected.

03Receipt

Completed money records are handled through controlled correction paths where supported.

04Audit

Checkout is staff-managed, not customer self-checkout or ecommerce checkout.

Ready to see how Runbook would work for your business?

We’ll walk you through the workflow, show how enquiries move from message to action, and help you evaluate the best starting setup.