Offer tips after a home visit (and change or turn off the presets)

Practitioners add the tip when they take payment at the visit. If they take none, the client gets one email offering to tip instead. Either way the tip goes to the practitioner in full — your studio percentage is only ever taken from the visit price.

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Prerequisites

  • • Feature: Appointments must be enabled in Settings → Features.
  • • The service must be set to take place "At the client's preferred location" — see "Set up a travel visit service (home-visit safety)".
  • • Stripe must be connected, since the tip is a card payment to your studio account.
1

Usually, the practitioner takes it at the door

When a practitioner presses "Take payment" at the end of a home visit, the same tip percentages you set below appear as buttons on their screen. The client tells them the tip, they tap it, and it goes on the same card charge as the visit — one payment, one line on the client's statement.

2

If no tip was taken, the client is asked once

When a practitioner presses "Check out" and no tip was collected, the client is emailed once, offering to add one. There is no reminder and no second email. Nothing is sent if a tip was already taken at the visit, if the visit was referred back at intake, or if the practitioner never checked out — so nobody is ever asked twice for the same visit.

3

Find the setting

Go to Appointments → Appointment Types. The panel headed "Tips after a home visit" sits above your list of services. It applies to every travel visit service you offer, not one at a time.

4

Change the suggested percentages

Type up to four whole percentages (they start at 15, 18 and 20) and click Save. The client sees these as buttons, each showing the actual dollar amount it works out to for their visit — so a 20% button on a $140 visit reads "$28.00". The percentage is only a suggestion; what gets stored and paid is the dollar amount.

5

Allow or block a custom amount

The checkbox "Let clients enter their own amount" adds a free-text box next to the buttons. Untick it and clients can only choose one of your presets — the server refuses anything else, so it holds even if someone tries to work around the page.

6

Turn tipping off entirely

Choose "No tipping". No email goes out after check-out, and the tip page stops accepting payments — including from a link somebody saved earlier. Nothing else about the visit changes.

Limits
  • • The practitioner receives 100% of every tip, whether they took it at the door or the client paid it by email afterwards. Your service payout percentage is applied to the visit price only, never to the tip — a $140 visit at 60% with a $25 tip pays the practitioner $84 + $25 = $109.
  • • Turning tipping off removes the buttons from the practitioner's payment screen as well as stopping the email — the visit price is then the only thing that can be charged.
  • • Very rarely, a tip arrives after that visit's payout has already been sent, so it cannot be added to it.
  • • If a client pays a tip twice for the same visit, only the first goes on the practitioner's payout.
  • • Until Stripe is connected there is nowhere for a tip to go: no email is sent after check-out and the tip page stays closed. The setting shows "Starts after you connect Stripe" while that is the case.
  • • Changing your presets does not affect tips already paid. The amount is fixed at the moment the client pays it.
  • • If you refund part of a visit that was charged together with a tip (from your Stripe dashboard), the refund is counted against the visit price first — on Payments it shows on the visit's line, not the tip's. The tip only counts as returned once the whole visit price has been refunded. A refund does not change what the practitioner is owed for that visit: their share and the tip stay on their payouts statement, so settle any difference with them directly.
Tips
  • • A tip lands on the practitioner's monthly payouts statement along with everything else they earned. Nothing is charged to your card when a client tips — the money comes in from the client, not out of your account.
  • • Tips you have collected in the last 30 days are listed under "Tips clients added" on Appointments → Bookings, so you can match a Stripe charge to a visit without opening a spreadsheet.
  • • Those appear in red under "Tips you still need to pass on" — pay the practitioner directly for that amount, or refund a tip the client paid by mistake from your Stripe dashboard, then press "Done" to clear it. The list does not go away on its own, because that money is owed to somebody.
  • • A client can only tip once per visit, and only after the practitioner has checked out. Tips are capped at $500 — for anything larger, take it outside Klasly.
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