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Make a sale

Regular guest mode

  1. In the top-right corner of Appointment Book, click the POS icon.

  2. To add a guest, search for the guest or enter the guest's details.

  3. To add an item, select the item, select the sales person’s name from the Sale By list, and click Add.

    Important

    • If you are selling a service, you can also select the front-desk staff name for the Sale by field.

    • To allow the guest to review payment in mirror mode, switch on Mirror mode.

  4. In the Collect Payment section, select the payment option and click Add Payment.

    • To validate the payment when the guest is paying using a gift card, prepaid card, package, membership or loyalty points, click Send OTP.

    • To take payment from multiple payment methods, repeat step 4.

  5. Close the invoice.

Walk-in mode

  1. In the top-right corner of Appointment Book, click the POS icon.

  2. To switch to walk-in mode, click thewalkin_icon.png icon. The icon changes to regular_icon.png

  3. To add an item, select the item, select the sales person’s name from the Sale By list, and click Add.

    Important

    • If you are selling a service, you can also select the front-desk staff name for the Sale by field.

    • To allow the guest to review payment in mirror mode, switch on Mirror mode.

  4. In the Collect Payment section, select the payment option and click Add Payment.

    • To validate the payment when the guest is paying using a gift card, prepaid card, package, membership or loyalty points, click Send OTP.

    • To take payment from multiple payment methods, repeat step 4.

  5. Close the invoice.

Select the item

Item

Steps

Points to consider

Product

  1. Click the Product tab.

  2. Search for and select the product.

  3. Enter the quantity.

  • If the product is not in stock, reach out to your manager.

  • During checkout, front-desk staff can up sell customers using the real-time product recommendation in POS. Either they can scan the barcode or manually add the product to the invoice.

    Smarkart.PNG

Package

Tip

View video 

  1. Click the Package tab.

  2. Select the package.

You can create payment schedules for series packages from the date of sale.

Membership

Tip

View video 

  1. Click the Membership tab.

  2. From the Membership list, select the membership.

    For a recurring membership, pick the date for the first payment. The current date is selected by default. You can change the bill date for future, but the invoice cannot be closed till the future date.

Bill date can be a future date, except for recurring memberships.

Memberships with setup will have two invoices: one for the setup fee and the other for the first membership due.

If you give a discount on a recurring membership, it is applicable to all future recurring payments.

If the first charge is paid using prepaid or gift cards, the default payment mode for the next drafts becomes cash.

Prepaid card

Tip

View video 

  1. Click the Prepaid Card tab.

  2. Enter the price.

  3. To pick an expiry date, click the calendar icon. Alternatively, in the Expiry Days box, enter the number of days in which the card will expire.

The value of the card is auto-calculated, and it appears in the Value box. To edit the value, click in the Value box. To sell a prepaid card with the value higher than the price, you must enter your credentials. If you are unable to authorize the sale, reach out to your manager.

In the Notes box, enter any information related to this card. You can see this information on the guest's profile under the Prepaid Cards tab.

To allow one-time redemption of the prepaid card, select the One time use check box.  Any prepaid card balance after first-time use expires automatically.

Gift card

Tip

View video 

Service gift card 

  1. Click the Gift Card tab.

  2. In the Card# box, enter the gift card number.

    You can search for gift cards with full and partial deposits using 5 consecutive digits from the gift card number. This can be done on both individual and group invoices.

  3. Select the type of gift card: Amount, Service, Predefined.

  4. To add any notes related to the sale, click Note+. The notes entered here will appear in the Gift Card tab in the guest profile.

  5. Select the recipient of the gift card. To add the gift card for another guest, select the existing guest or add a new guest.

  • Amount: Enter the price. The value of the gift card is auto-calculated. To change the value, click in the pencil icon, enter your credentials, and enter the desired value.

  • Service: On the Add Service/Package To Gift Card window, the desired services or day packages, and click Add to Gift Card.

  • Predefined: On the Predefined Card window, search for the gift card name, and click Select. To change the value, click the pencil icon, enter your credentials, and enter the desired value. If you are unable to authorize the sale, reach out to your manager.

To send the gift card to the guest over an email, select the Send gift card by email checkbox.

To sell a one-time amount gift card, select the Expires after single use checkbox.

Service

  1. Click the Service tab.

  2. Search for and select the service.

  3. Enter the quantity.

  4. Select the name of the therapist.

  5. Select the service time, The end time is auto-calculated based on the service duration.

After you book a service, if the guest wants to change the service, you can swap the service by clicking the pencil icon.

Impacts and considerations 

  • If you are unable to select a package while making a sale, reach out to your store manager.

If you want to…

Steps

Redeem a benefit

  • If your guest has a membership or package, it gets applied automatically to the invoice.  

  • To redeem a different membership or package, remove the auto-applied one, select a different one, and click the Apply icon.

Apply a campaign

Select the campaign and click the Apply icon. If you select a voucher campaign, the Voucher code field will appear, in which you can enter the voucher code.

Apply a coupon/ voucher

Enter the code in the Coupon/ Voucher box and click the Apply icon. If you have multiple voucher campaigns, then entering the voucher code will auto select the campaign without you having to manually scroll through the list of campaigns from the Campaigns drop-down field.

You can find the coupon number on the last visit’s receipt on the guest's profile. If you don't see any coupon number on the receipt, you can find the coupon number on the Coupon tab in the guest's profile.

Give discount on an item

Click in the Discount box and enter the desired discount.

Give discount on all items

Enter the amount in the Discount on invoice box and click the Apply icon.

Add another item to the invoice

  1. Select the desired item.

  2. Select the sales person’s name from the Sale By list.

  3. Click Add.

Take outstanding payment

Click Pay Now to take payments for all invoices, including the current invoice.

Add donations

In the Donation box, enter the donation amount, and then collect payment.

Note

You can collect donations using only cash, credit card, or offline custom payments.

To add more donations or edit donation details, next to Total Donations, click the edit icon pencil_icon.png.

  1. On the Donation window, click Add more donations.

  2. From the Donations list, select the donation type.

  3. From the Sale by list, select the employee who sold an item to the guest.

  4. In the Amount box, enter the donation amount.

  5. Click Save.

Important

For each donation, you must assign the donation to a donation type and to an employee. You can see the unassigned donation amount and add details accordingly.

Unassigned amount = Collected amount - Assigned amount

For donations on a group invoice, you must assign the donation to at least one guest.

Donation/charity names are included on receipts, providing guests with a clear record of their philanthropic contributions.

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