Register: Icons and FAQs

The Meevo register plays an essential role in your front desk operations, and its intuitive design makes processing point-of-sale transactions easy. Use the register to ring up sales, process refunds, and pay cash into/out of the cash drawer.

What are the client indicators and what do they mean?

Indicator

Meaning

The Client Type badge; hover over the icon to see the Client Type. Client Types badges also appear in Membership Manager.

This client has Minor selected in their client profile. This indicator also appears in Membership Manager.

This client has one or more unlimited packages with services that are available for redemption. Hover over the icon to display the number of packages this client has, or select the icon to open the client profile with the package history already pulled up.

This client has one or more packages with services that are available for redemption. Hover over the icon to display the number of packages this client has, or select the icon to open the client profile with the package history already pulled up.

This client has one or more gift cards. Hover over this indicator to see the number of gift cards this client has, or select the icon to open the client profile with the gift card history already pulled up.

This client has points available for redemption. Hover over the icon to view the total number of points, or select the icon to view a box that lists the total points, their value, and a link to Client Points Manager with this client already pulled up.

There is a credit or debit card saved in the Credit Card tab of this client's profile.

There is a credit or debit card saved in the Credit Card tab of this client's profile that is expired or set to expire.

There is available credit on the client's account. Hover over the icon to see the existing credit amount, or select the icon to open the client profile with the account history already pulled up. 

There is a balance owed on the client's account. Hover over the icon to see the existing balance and, if a balance limit is set, to see the amount owed and amount of remaining available credit. Select the icon to open the client profile with the account history already pulled up. 

This client cancelled or no-showed an appointment within the amount of time defined in the Business Preferences option Show Cancel/No Show indicator. Hover over the icon to view the number of cancellations and no-shows, or select the icon to open the client profile with the client's appointment history already pulled up.

There is information missing in this client's profile. Hover over the icon to view the number of alerts, or select the icon to view a list of all missing information. Selecting any of those items brings you directly to the Main tab of the client profile.

This client has Restricted selected in their client profile. This indicator also appears in Membership Manager.

How do I get to the register in Meevo?

There are several ways to open the register:

  • After selecting Enable Meevo Register in Business Information, selecting Check Out from the Smart Assistant launches the register with all services for that appointment pre-populated in the Smart Receipt.
  • Go to Meevo > Register > Register, or type register into the Convobar. From here, you can select existing appointments to check out, or create a transaction from scratch.
  • You can initiate a new transaction from client quick find by selecting Appointments > Checkout in the results list. This launches the register with all services and employees for that appointment pre-populated in the Smart Receipt.

How do I set up credit card processing?

For details on setting up credit card processing and installing a device, see our topic on Setting Up Credit Card Devices.

How can I tell if an appointment or service was a rebook?

  • In Appointment Book, rebooked appointments appear with a blue double-arrow rebooked icon .

  • In the register, rebooked services appear in blue text.

  • In a client's transaction history (Clients > History), rebooked services appear in blue text.