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

After a practitioner checks out, the client gets one email offering to add a tip. Tips go to the practitioner in full — your studio percentage is only ever taken from the visit price.

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.

• Role: Owner or Manager

1

What the client gets

The moment a practitioner presses "Check out", the client is emailed once, offering to add a tip for the person who just visited them. There is no reminder and no second email — one ask, and it is clearly optional. If the visit was referred back at intake, or the practitioner never checked out, no email is sent.

2

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.

3

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.

4

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.

5

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.

Tips
  • The practitioner receives 100% of every tip. 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.
  • 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.
  • Very rarely, a tip arrives after that visit's payout has already been sent, so it cannot be added to it. Those appear in red under "Tips you still need to pass on" — pay the practitioner directly for that amount, then press "I've paid this" 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.
  • Changing your presets does not affect tips already paid. The amount is fixed at the moment the client pays it.