Take Cash App, Venmo, PayPal or Zelle at checkout

At the end of a visit, you check out the client in ServiceSprig. If they pay with Cash App, Venmo or PayPal, you show them a QR code. They scan it with their phone camera, and their app opens with your account and the amount. Then you mark the visit paid.

The money goes from your client's app to your account in that app. ServiceSprig doesn't process these payments, doesn't hold the money, and can't see it.

1. Set up your handles

Owners enter and change the handles. Managers can turn payment ways on or off.

1. Go to Settings, then Payments.
2. Find Other ways you take payment.
3. Turn on the ways you take payment: Cash, Card on your own reader, Cash App, Venmo, PayPal, Zelle or Other.
4. For each app you turn on, enter your account: your $cashtag for Cash App, your Venmo username, your PayPal.Me name, or the email or US mobile number you use with Zelle.
5. Fill in Name your client will see. Use the name your client sees in their app when they pay you, so they know it's you.
6. Check the preview of the link.
7. For Cash App, Venmo and PayPal, use the box Test it with $1.00 on your own phone. Open the link on your phone. It shows $1.00 to your account. Check it's your name and photo. You don't need to send the money.
8. Tick I opened this and it shows my account. Until you tick it, the QR code doesn't show at checkout.
9. Save.

Zelle has no test link.

To change a handle, you need to have signed in within the last 15 minutes. If it's been longer, the app asks you to sign in again.

Check every letter of your handle. A typo can send your client's money to a stranger, and these payments usually can't be pulled back.

Use your business account if the app needs one for business payments. See fees and rules of the apps.

2. Check out a visit

1. Open the appointment and tap Check out.
2. Check the service and any add-ons. Owners and managers can add a Discount. Staff can't give discounts.
3. If the client paid a deposit online (online deposits start at launch, on Solo and Shop), it's taken off the total.
4. Add a tip: 15%, 20%, 25%, a custom amount, or none.
5. Check the total.
6. Under How is your client paying?, pick how they're paying. You only see the ways you turned on.

For cash, a card on your own reader, or other, go straight to Mark paid. For Other, add a short note.

3. Show the QR code

For Cash App, Venmo and PayPal:

1. Tap Show QR code. The QR code fills the screen.
2. Turn your screen to your client.
3. They scan it with their phone camera. Their app opens with your account and the amount filled in.
4. Ask them to check that the name in their app matches the name on your screen.
5. They send the payment in their app.

The screen also shows your account name and the amount. If the amount isn't filled in when the app opens, your client can type it in. You can also tap Copy link and send it to them yourself.

For Venmo, a note is filled in too, with the service and your business name, like "Haircut – Petal & Polish". It never includes your client's name.

PayPal documents its link with the amount. Cash App and Venmo don't publish theirs, so it may not fill in the amount every time. That's why the amount and name are always on the screen.

4. Zelle

Zelle has no link that fills in the amount, so there's no payment QR code for Zelle.

Tap Show Zelle details. The screen shows your Zelle email or phone, the name, and the amount. Your client can copy them into their bank's app and send the money there.

5. Mark paid

First, open your app (Cash App, Venmo, PayPal or your bank) and check the money arrived. Don't go by a screenshot on your client's phone. A screenshot can be old or fake.

Then tap Mark paid (it says, for example, Mark paid via Venmo). ServiceSprig records the way they paid, the amount and the tip, and who marked it. The visit is marked done.

• Made a mistake? The person who marked it paid can tap Undo for 10 minutes.
• Otherwise, an owner or manager can Void it. You'll need to give a reason.

On Solo and Shop, Reports show these payments apart from card payments taken online through Stripe (from launch).

6. What ServiceSprig can't see

• ServiceSprig can't see if a payment arrived. "Paid" in ServiceSprig only means someone tapped Mark paid.
• ServiceSprig can't refund, cancel or chase these payments. Refunds happen in the app the client used.
• If your client says they paid and you don't see it, check your app's history. If there's a problem, sort it out with your client and the app.
• These payments can't be used for a deposit when a client books online. Online deposits use Stripe. See Payments.

Not available: splitting one bill between two ways of paying, and sending the payment link from ServiceSprig by text or email.

7. Fees and rules of the apps

Cash App, Venmo and PayPal each have their own rules for business payments. They often ask you to use a business account, or to take payments as goods and services. Those payments can carry fees, and the app charges them.

The app's fees and terms apply. Check them in the app or on its website. Your bank's terms apply to Zelle.

Disputes and refunds are between you, your client and the app. Don't tell clients a payment is protected unless the app says it is.

8. Taxes

These apps may send you a tax form, such as a 1099-K, for payments to a business account. Reporting your income is up to you either way.

Talk to your tax preparer.

Stuck? Email hello@servicesprig.com and we'll help.

Next guide: Notifications: reminders and alerts