Card terminal reconciliation: pull the day, match every sale, mark what isn't yours

Card terminal reconciliation

Reconcile the terminal from Payments, not from Tyro settings

Card terminal reconciliation has its own page under Payments, beside Cash-up. It used to sit inside Settings → Payments → Tyro, which is not where anyone goes to count money, and it recalculated in the browser on every visit without saving anything.

Now you press Pull from terminal once a day. The day is stored, so coming back to it is a read, not a re-pull.

Every sale matches on the terminal's own reference

A pull matches on the reference the terminal itself printed, and the kind has to agree — a purchase never pairs with a refund. Nothing is ever matched on amount alone: a day that takes $205 and refunds $205 would otherwise report itself balanced while nothing balances.

Anything unreferenced is listed as an exception, which is the point of the page.

An unmatched row tells you what the search found

A terminal sale that matched no unpaid booking used to render nothing at all — you couldn't tell whether Seglo had looked and found nothing or never looked. Each row now states what the search concluded and what that leaves it as: a walk-in, or a booking whose price a tip or surcharge moved off the amount the terminal took. A refund gets its own line, because it reverses a payment Seglo has no record of.

Mark a transaction as "Not a Seglo sale"

A row that genuinely isn't yours can be marked once and stays marked through the next pull, so it stops reappearing as unfinished work each day.

Several terminals, each at a location

A business can register more than one terminal, and each one belongs to a location. Terminal settings are now organised by shop rather than as one flat list, so pairing a machine starts from the shop it sits in. Pull one machine's day and the other's row is untouched.

Two long-standing snags are gone: removing a terminal and re-pairing the same machine no longer fails, and a shop with a single terminal pulls its day directly instead of being told no terminal is set up.

The integrated-receipt setting belongs to the till that prints

The switch moved from one business-wide card onto each terminal's own row, and checkout reads it off the till it just resolved. Set it per machine and each one behaves the way you set it.

Private customer messages

Keep a conversation owner-only

A conversation can be switched to Private by anyone with permission, on the front desk, on mobile web, and in the Seglo Phone app. A private thread doesn't appear in anyone else's list, doesn't surface in search, isn't broadcast to the business, and doesn't notify staff who can't see it — an inbound message on a private thread only buzzes the phones that are allowed to read it.

Take someone's permission away while they have the thread open and it closes on its own, with nothing left on screen.

This starts with nobody but the owner holding the permission. Grant See private conversations to a manager or bookkeeper from their own access page when you want them to have it.

Opening a thread clears "Awaiting reply"

Opening an SMS thread now counts as dealing with it on all three surfaces. The awaiting-reply label, the list dot and the tab badge all drop at once instead of waiting for a refresh.

Settings, rebuilt

Settings is grouped by the part of the business it runs

Six sections, headed by the job rather than the kind of object: Bookings, Talking to customers, Getting paid, Paying your team, Your shop, Your Seglo plan — ordered by how often you touch them. "Business" had grown to nine tiles because it was where everything unclassifiable landed, and the four settings that all decide what Seglo says to a customer were split across three sections.

Help Center, Support and Delete this business have left the grid for a quiet footer row. Usage now sits with Credits.

Every Settings page says where it is

All 21 sub-pages carry a real trail — Settings › to the left of the page name, clickable back to the hub — instead of an unlabelled arrow. Payment providers → Tyro reads as both steps.

Four pages lost their title case (Gift cards, Import data, Business profile, Reserved resources) and three were renamed to what they do: Usage Analytics → Usage, Credit → Credits, Business Integrations → Social profiles.

Pricing questions, and a filter that actually filters

Settings → Pricing is now Pricing questions. Picking a service filters the question list on the left as well as the price grid on the right — previously the rail listed every question in the business and just labelled the irrelevant ones. There's a search box over it too.

Coming in from a service's Booking questions, the trail reads back to that service and returns you to the page you came from.

Service catalog

Workflow is its own page with one editor

Workflow steps were buried behind a drill inside the service edit dialog. The service form now shows a single read-only summary line, and tapping it opens a page built for the job: a proportional bar across the top where each segment is a step and shading shows who it holds, and one editable row per step underneath. Drag the boundary between two segments to move minutes from one step to the next — the total always equals the service duration. Web and mobile use the same page.

"Reserved resources", because that's what it guarantees

What used to be Resources is now Reserved resources, which is what the engine has always actually done: hold a thing for the length of a booking. The Equipment category is gone from the interface and the page is one list. Renaming a preset to a bath, dryer or grooming table now warns you at the point of the rename.

Rooms and equipment are also genuinely bookable again — services using them were being computed in the wrong timezone and against the wrong shop.

The address bar follows the catalog

Which category you're in and which service you have open now live in the URL. Back and forward step through them, and pasting the link into a new tab lands on the same place. Refreshing a link that points at one service no longer wipes it.

The category rail is divided from the service list, its selected state uses the same neutral grey as the rest of the app, and the Ask AI button is gone.

Portfolio photos stay uploaded

Uploading or deleting a service's portfolio image sticks instead of appearing to save and then vanishing.

Booking questions and pricing

Questions group themselves

Booking questions are grouped from the question's own data rather than a hand-kept list, so a new question lands in the right place without anyone maintaining the mapping.

An answer you ask every visit doesn't become a saved fact

A question marked as asked-every-visit no longer writes its answer to the pet's profile. Ticking add-ons on one visit and unticking them all on the next used to leave the next booking still carrying the first visit's add-ons — clearing them now clears them. Breed and size, which are facts about the pet, still fill in for you.

The question list is scannable

The one-row-per-question table used to generate its own line rhythm; it now reads as a list.

Booking and scheduling

Jump to a date in Book Next

The month name is now a button that opens the calendar — previously the only way in was a long-press nobody could discover. Week arrows are back beside it, so it's visible that the strip moves at all. The slot list below follows the week you jump to.

Times list one per row at every width, and the whole step lines up with the rest of the drawer instead of sitting one gutter further in.

One drawer width

Viewing a booking, editing it and creating one are the same width now. The panel used to widen mid-flow and reflow every line under the cursor.

The team schedule picks people

The schedule picks a person rather than an underlying resource, and a shift conflict no longer describes a one-off as recurring.

"No slots" says the real reason

When a search finds nothing, it stops blaming business hours when the actual reason was that nobody who can do that service is working.

Reviews

Asking for reviews is one setting again — the per-service switch is gone, so there's a single place it's controlled. Asked is now clickable, each week carries a count, and how many Google reviews you gained is stated in words.

A shop with no texting number no longer reports a quiet week: review requests go out by SMS, so with no number to send from there was never anything to count.

Gift cards

Paying for a gift card no longer leaves the checkout hanging after you press Pay, and the whole payment area — including the Apple Pay and Google Pay block — is covered the moment payment starts, so it can't be double-submitted. On a phone that block now fits the screen instead of pushing the page sideways.

A shop that can't take online payments no longer advertises gift cards for sale.

Team access

Phone, calls, messages and private conversations have their own Phone & messages group, out of Bookings & front desk. This is a regrouping only — nobody's access changes.

An owner's access page now opens read-only and says why, rather than offering edits that can't apply. Extra permission rows keep one height whether or not a spending limit is showing, and the setup sections above them carry real headings.

Fixes

• The Seglo support chat no longer appears on your customers' pages — your booking page, gift cards, manage booking, review and kiosk screens were showing our help desk to your customers. While the chat is open, the same button closes it.
• A collapsed sidebar section shows a dot when anything inside it needs attention. Unread SMS and missed calls under Front Desk were invisible unless you expanded it.
• A booking link that doesn't exist shows a proper not-found page instead of "Something went wrong".
• On the iPad kiosk, sheets opened from inside a new or edited appointment — client search, service picker, notes, products, discounts — now open on top of it instead of underneath, and viewing a booking and creating one use the same panel.
• A call in progress names the person who answered it. Inbound calls were showing "Someone" on the line for their whole duration, because the app's report of who picked up arrived a moment after the call connected and was being discarded.
• Your photo shows on the account button in the bottom-left corner.
• Command+K ranks whole-word matches and pages first, so searching "resource" finds the page rather than a list of loosely-matching records.
• Re-pairing a Tyro terminal asks for confirmation, the way Settle now already did.
• The planning sheet no longer offers to plan the week already under way.
• A caller you hold no client record for shows their real number, and the call and message buttons work on it. The number was being hidden as though it were a client's saved contact detail, which also made it unreachable.

Get Started

Go to Payments → Card terminal and press Pull from terminal. The day is stored once pulled, and every row that didn't match tells you what it looked for.

To make a conversation private, open it and use the menu — then grant See private conversations on a team member's access page if you want them to see it too.

Questions? Reach us at support@seglo.ai, or use the chat on any seglo.ai page.

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Last updated: August 28, 2026