How to Take Service Payments with GoHighLevel Mobile POS

If you manage appointments in GoHighLevel and organize tasks in ClickUp, you can streamline in-person payments by using the GoHighLevel mobile app as a point-of-sale (POS) system. This guide walks you through every step to charge for a service appointment, handle receipts, and manage refunds directly from your mobile device.

The instructions below are based on the official GoHighLevel documentation and show you how to complete a POS transaction from start to finish.

What You Need Before Using GoHighLevel POS

Before you start taking payments inside the GoHighLevel mobile app, make sure you have the following in place:

• An active GoHighLevel account with access to the mobile app.
• A properly configured payments integration (such as Stripe) in your sub-account.
• The latest version of the GoHighLevel mobile app installed on your device.
• At least one service appointment created and scheduled for the contact you want to charge.

Once these basic requirements are set, you can use the built-in POS workflow to collect payment for the booked service.

Accessing Service Appointments in GoHighLevel

To start a payment, you first need to navigate to the correct service appointment inside the GoHighLevel mobile app.

Step 1: Open the GoHighLevel Mobile App

1. Open the GoHighLevel mobile app on your phone or tablet.
2. Log in with your usual account credentials, if you are not already signed in.

Step 2: Locate the Correct Appointment

1. Navigate to your calendar or appointments section.
2. Find the specific service appointment you want to charge for.
3. Tap the appointment to open its details screen.

From the appointment details, you can proceed to start the checkout process within GoHighLevel.

Starting the Checkout Process in GoHighLevel

After you open the appointment details, the next step is to initiate a POS-style checkout so you can accept a payment for the service.

Step 3: Begin the POS Checkout

1. In the appointment details view, look for a payment or checkout option.
2. Tap the option to start the POS workflow for that service appointment.

The GoHighLevel mobile app will now guide you through adding the service, confirming the amount, and choosing your payment method.

Step 4: Confirm Service and Price

1. Verify that the displayed service matches the booking (for example, consultation, maintenance, or coaching session).
2. Confirm the price is correct for the service being delivered.
3. Adjust quantity or price only if appropriate for your workflow and allowed by your internal policies.

Once the details look correct, you can move ahead to selecting the payment method in GoHighLevel.

Taking Payment in the GoHighLevel Mobile POS

The GoHighLevel mobile POS lets you complete payment with supported methods that you have enabled in your account. The exact options you see may depend on your payment gateway configuration.

Step 5: Choose a Payment Method

1. On the payment screen, review the total amount due.
2. Select a payment option such as credit card or any other available method configured in your GoHighLevel payments settings.

Make sure your customer understands the amount before you proceed to charging their card or processing the payment.

Step 6: Enter or Capture Payment Details

1. If using a card, carefully enter the customer’s card information or use any supported card reader or tap-to-pay method available through your setup.
2. Confirm all fields are correct to avoid declines or errors.
3. Submit the payment to process the transaction through your connected gateway.

When payment is successful, the GoHighLevel mobile app will display a confirmation indicating the charge has been completed.

Completing the Transaction in GoHighLevel

Once the payment has been processed, you can finalize the appointment and provide documentation to your client.

Step 7: Review the Payment Confirmation

1. Check the confirmation screen in the GoHighLevel app.
2. Verify the charged amount, date, and status (such as “Paid” or “Succeeded”).
3. Ensure the payment is correctly associated with the right contact and appointment.

Keeping these records accurate helps your reporting and reconciliation in GoHighLevel.

Step 8: Send or Save a Receipt

1. From the payment confirmation screen, choose the option to send a receipt if available.
2. Enter or confirm the customer’s email address or phone number.
3. Send the receipt directly from the GoHighLevel mobile app so the client has written proof of payment.

Receipts help reduce disputes and make your billing more transparent. They are also useful for your client’s own bookkeeping.

Managing Refunds for GoHighLevel POS Payments

Occasionally, you may need to refund a service appointment that was charged through the GoHighLevel mobile POS. This is handled through the payments and transaction history in your account.

Step 9: Locate the Transaction in GoHighLevel

1. Open the GoHighLevel app or desktop interface, depending on your workflow.
2. Navigate to your payments or transactions section.
3. Search for the specific payment by contact name, date, amount, or appointment reference.

Step 10: Process the Refund

1. Select the transaction you want to refund.
2. Choose the refund option provided by your payment gateway integration.
3. Confirm the refund amount (full or partial, if supported).
4. Submit the refund and wait for confirmation of success.

After the refund is processed, GoHighLevel will update the transaction status. Your gateway (for example, Stripe) will handle returning funds to the customer’s original payment method.

Best Practices for GoHighLevel In-Person Payments

To ensure a smooth experience for you and your clients when using GoHighLevel as a mobile POS, consider these simple best practices:

• Test your workflow: Run a small test payment and refund before using the POS live with customers.
• Keep software updated: Use the latest GoHighLevel mobile app and keep your device’s OS updated.
• Confirm details with the client: Review service, time, and price with the customer before charging.
• Secure your device: Use passcodes or biometric locks to protect customer payment data.
• Maintain clear records: Regularly review payment history and reconcile with your accounting system.

Where to Learn More About GoHighLevel POS

For the full, original walkthrough of taking payments for service appointments in the mobile app POS, refer directly to the official GoHighLevel support article here: GoHighLevel mobile POS support guide.

If you want expert help implementing or optimizing GoHighLevel in your business workflows, you can also visit Consultevo for consulting and system setup services.

Summary: Using GoHighLevel as a Mobile POS

Using the GoHighLevel mobile app for POS payments allows you to complete the entire revenue cycle for a service appointment in one place: booking, delivering, and collecting payment. By following the steps above—locating the appointment, starting checkout, capturing payment details, issuing receipts, and managing refunds—you can keep your billing fully integrated with your CRM and scheduling inside GoHighLevel.

With a simple and repeatable process in place, your team can confidently accept in-person payments while keeping all data centralized in the same platform you use to manage clients, pipelines, and follow-up automation.

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