Setting Up Tips Best Practices (Configuration Cookbook)

Erica L.
Erica L.
  • Updated

Introduction

This article serves as a one stop shop on how to set up tips for Gingr Payments and CardConnect. 

Tips | Gingr Payments

If you are using Gingr Payments, you can set up tips by navigating to Reports & More >> Reports >> Gingr Payments Dashboard >> Card Readers

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After that, scroll down to the bottom of the page to find the Tip Settings section, with options for No Tips, Fix Amount, Percentage, and a mix of both: 

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Finally, fill out all the fields. The Smart Tip Threshold is a way to set a minimum purchase amount to trigger the tip screen.

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Tips | CardConnect

To set up tipping in CardConnect, navigate to Admin >> Credit Card Processing:

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Next, scroll down to see the CardConnect Tip Amounts. You can enter up to 4 percentages total. If you enable Custom Tips, only enter 3 percentage amounts.

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Finally, at the bottom of this page you will see various toggles for CardConnect, including Custom Tip Amount and Show Tip Bubbles: 

 

Tips | Open Line Items

To set up tipping for specific Specialists, navigate to Admin >> Open Line Item Types:

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Click +Add to create a new Open Line Item. A pop-up window will appear with various fields to fill out.

Be sure to pick a location, add a name under the Type field, be sure Status and Is Tip are both enabled with all other toggles disabled, choose a service offered by a Specialist to connect them to this tip line item, and finally, select Save.

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Collecting Tips – Gingr Payments VS CardConnect 

If you use integrated credit card processing, it is possible to collect tips through both Gingr Payments and CardConnect. If your facility uses a terminal, it will streamline your tip collection process as the customer may be able to be prompted to tip while running a transaction. Prompting customers to tip discreetly while paying on a terminal can boost revenue, so we encourage you to enable these settings by following the instructions above for either processor. 

If you use Gingr Payments, you can prompt tips during the checkout process if the customer has their card present. At this time it is not possible to prompt tips on a terminal for a card on file. If the customer has a card saved and wishes to tip, the business can add the tip via an open line item. 

If you use CardConnect, you can select up to 4 tip options. Additionally, you can prompt tips on the terminal regardless of if the card is present by connecting to the terminal during checkout. 

In terms of reporting and paying out these tips, tips added via the terminal during an appointment-based service are assigned to the specialist who performed the service on the Tips Report. For example, an $80 groom service with a $10 tip via the card reader results in the $10 tip assigned to the groomer. The Tips Report can be customized depending on your process, so please see our article on the Tips Report for more information. 

 

Examples of Tip Splitting:

  • Single Service Invoice:
    • Scenario: $50 groom service with a $10 tip added via the card reader.
    • Outcome: $10 tip assigned to the groomer.
  • Invoice with Multiple Items:
    • Scenario: $50 groom service and $500 boarding service with a $50 tip.
    • Outcome: Even Split = $25 to the groomer, $25 to general staff OR Percentage Split = $4.55 to the groomer, $45.45 to general staff.
  • Scenarios Where Tips May Not Attach:
    • No Specialist Assigned:
      • Scenario: $100 daycare service with no specialist assigned and a $20 tip.
      • Outcome: $20 tip recorded as a general staff tip.

Collecting Tips – Open Line Item

You can add an Open Line Item tip to an invoice directly within the Shopping Cart.

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Related Resources

Previous Topic: Commission Report Reference

Next Topic: Notes in Gingr Best Practices Configuration Cookbook

 

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