Point of Sale
Video
This section contains video-based learning for Zenoti POS, including quick tours, onboarding walkthroughs, and task demos that show how front-desk teams handle sales, checkout, payments, redemptions, and register routines.
Setup
Setup documents cover all one-time or occasional configurations required to enable POS operations. These are mostly admin/manager tasks that define POS behavior before daily use starts, such as permissions, pricing controls, financial rules, donation setup, register and payment configuration.
POS Onboarding
Essentials - Configure the core POS settings required for standard billing and checkout.
Rules, Controls, and Financial Settings
Allow front-desk staff to change the sale price - Configure whether staff can override prices during sales.
Sales rules - Define POS sales restrictions and validations.
Commission gains - Configure commission attribution and split logic.
Financials - Configure financial settings that impact POS totals and reporting.
Manage Other fee - Enable and configure custom fees applied at checkout.
Configure donations - Set up donation options for POS billing.
Register and Payments
Register Management - Configure register-related POS settings.
Terminal - Add and configure payment terminals for card processing.
Bank - Set up store banks for reconciliation and deposit tracking.
Invoices - Configure invoice rules.
Payments and Invoices - Configure payment rules.
Petty Cash - Create and manage petty cash categories and cash-tracking controls.
Key workflows
Key workflows are daily POS tasks performed by front-desk teams. These include selling services, products and package/membership programs, taking payments, redeeming stored-value items, applying discounts/credits, and executing register day-to-day flows.
Sales and Refunds
Make a sale - Add items, assign sale ownership, and create an invoice.
Sell memberships - Sell membership through POS billing.
Sell packages - Sell packages, including partial or scheduled package options.
Sell a gift card - Sell gift cards to guests.
Sell a prepaid card - Sell prepaid stored-value cards to guests.
Sell and apply benefits for membership in one invoice - Sell membership and redeem benefits in the same invoice.
Returns and exchanges - Process returns, refunds, or exchanges after checkout.
Checkout
Take Payments - Collect payment using cash, card, or stored value.
Collect recurring membership dues - Take recurring membership payments via POS.
Other Actions - Complete invoice-level checkout actions, including using cards when cross-center redemptions are disabled.
Redemptions, Credits and Register Operations
Redeem Gift Cards - Redeem gift card value during billing.
Redeem Prepaid Cards - Redeem prepaid value during billing.
Redeem package benefits - Apply package credits to invoice items.
Apply membership service credits - Redeem membership credits at checkout.
Apply transferred package service credits for recipients - Apply transferred credits onto recipient invoices.
Change or remove the service credits from an invoice - Modify or remove applied credits.
Apply product discount for the guest - Apply product-level discounts during checkout.
New Register Management - Perform daily register workflows including open register, mid-day count, register closure, and cash handling.
Troubleshooting and FAQs
Troubleshooting and FAQs includes help content, edge cases, and issue-resolution guidance used when POS actions fail or need correction. These documents support front-desk and managers in resolving problems with refunds, invoice deletions, payment links, and permission-based financial controls during checkout.
Point of Sale FAQs for Payment links - Answer common questions about how payment links work in Zenoti POS and how guests complete payments using them.
Common Refund Issues in POS - Diagnose and resolve refund failures or unexpected refund behavior in POS.
Manage Invoices that Include Membership or Product Deletions - Explain invoice behavior when memberships or products are deleted and how to manage resulting states.
Manage Financial Locks and Permissions for Invoice Deletions - Guide admins in unlocking invoices and configuring deletion or correction permissions.