When checking out a client in Porter, you’ll be able to choose from several payment methods depending on how you want to collect or record the payment. Below is a guide to each available option.
💳 Payment Method Types
Send Payment to Terminal
Sends the charge to your Porter card reader for in-person payment
Ideal for walk-in or front desk checkouts using the physical terminal
Send Payment Link
Sends a text message link to the client so they can pay from their phone
Clients can use a card on file, enter a new card, or pay via Apple/Google Pay
Manually Enter Card
Allows you to manually enter the client’s credit or debit card
Best used when clients are paying over the phone or if they don’t have their card present
🧾 Recording Off-Porter Payments
These options do not process a payment — they’re used to record external transactions for tracking and reporting:
Record Cash or Other Payment
Use this to log cash, Venmo, Zelle, or other direct payments
Triggers post-appointment messages and stores the transaction for reporting
Record Gift Card Payment
Similar to cash — this records a gift card redemption in Porter
Helps track gift card usage for reporting but does not facilitate the payment
🎁 Checkout for $0
Use this if the client owes nothing (e.g., a complimentary session)
Still completes the appointment and triggers post-appointment messaging
Choosing the right payment method ensures your reporting stays clean, your automations fire correctly, and clients get a seamless checkout experience.