Checkout Settings

Before you start

Checkout settings control when clients pay, the policy they agree to, the options they see when they book, and your own text and links along the way. You'll need the business owner role. Settings apply to one marketplace at a time.

Step 1: Choose when clients pay

1. In the side menu, under Global, select Marketplaces, then select your marketplace.
2. Select the Payments tab, then Edit payment settings.
3. Under Payment Collection Method, choose one:
   • Collect payment once appointment is confirmed: the client's card is charged in full when the visit is confirmed.
   • Collect payment on-site: the client's card is saved, and you charge it at the visit.
   • Collect a deposit once appointment is confirmed: a deposit is charged at confirmation, and the rest at the visit.
4. If you chose a deposit, set the Deposit Type (a fixed amount or a percentage of the total) and the Deposit Value.

Step 2: Add a payment policy

1. Check Add a Payment Policy.
2. Enter a Policy Name (for example, "Cancellation Policy") and the Policy Text clients will read.
3. Optionally, check Require User Attestation so clients must check a box agreeing to the policy before they book.
4. Select Save.

Step 3: Set checkout options

1. Select the Checkout tab.
2. Enable Wait List: lets clients join a wait list when no appointments are available.
3. Enable window-based booking: lets clients choose an arrival window (Morning, Afternoon, or Evening) instead of an exact time. When it's on, you can adjust each window's hours and set a same-day booking cutoff in minutes.
4. Accepted Payment Methods: credit card is always on. Check Apple Pay to offer it too.
5. Add Notes to Checkout: adds your own questions to checkout, like gate codes, parking, or how the client heard about you. Choose a question type: text, dropdown, multi-select, yes/no, or time.
6. Select Save.

Step 4: Add checkout content

1. On the Checkout tab, find the Checkout Content card and select Edit checkout content.
2. Footer links: select Add link, then enter a Label and a URL. Footer links show on every checkout step, above "Powered by NomadMD". Use them for your terms, privacy notice, and contact page. You can add up to 6 links and use the arrows to reorder them.
3. Services notice: a short message shown on the Services step, under the category heading.
4. Schedule notice: a short message shown on the Date & Time step, under the appointment time note.
5. Confirmation message: shown on the confirmation screen after booking, and in the booking confirmation email and text.
6. Select Save. Back on the Checkout tab, the card shows what you've set.

Notices are plain text, up to 600 characters each. Leave a field empty to hide it.

Tips

• Deposits reduce no-shows. Pair a deposit with a clear cancellation policy so clients know what to expect.
• Link your full terms and privacy notice in the footer so clients can read them before they book.
• Keep checkout questions short. Every extra question is one more step before a client can book.
• Clients can add a tip at checkout by choosing a suggested amount or entering their own. There's nothing to set up.
• Have more than one marketplace? Each has its own checkout settings. Repeat these steps for each one.