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Make a sale

Disclaimer

The POS functionality on Zenoti Mobile v2 is only supported on iPads and Android tablets; it is not available on iPhones and Android phones.

Add items to the invoice

  1. Open an existing invoice or create a new invoice.

  2. Select the tab related to the item you are selling.

  3. Select the item.

  4. Tap Add+.

    The item is added to the invoice. You can follow the same steps to add multiple items to the invoice.

Edit items added to the invoice

  1. Open an existing invoice or create a new invoice.

  2. Select the item you are selling.

  3. On the right panel, tap the item you wish to edit.

  4. Make the necessary modification and click Continue.

Add an item

Steps

Points to consider

Product

  1. Tap Products.

  2. Select the product

  3. Tap Add+.

You can also scan the product barcode to add it to the invoice.

Service

  1. Tap Services.

  2. Select the service.

  3. Select the service provider, start and end time of the service, and room from the drop-down lists.

  4. Tap Next.

Package

  1. Tap Packages.

  2. Select the package

  3. Tap Add+.

  • To view the package information, tap the information icon.

  • If the package has bundled products, a new window opens, which allows you to add products to the package. Search and add the bundled products, tap Next to confirm, and return to the invoice.

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

  • If it is an offer package, after step 3, from the Avail offer on drop-down list, select a service for which you want to generate a new offer package and tap OK.

  • After you add a package with scheduled payments to the invoice, the Schedule Payments button appears in the top-right corner of the invoice. To edit the payment schedule before closing the invoice, tap the Schedule Payments option, enter the card details, and then tap Submit.

Membership

  1. Tap Memberships.

  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 the future, but the invoice cannot be closed till the future date.

  3. Tap Add+.

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

  1. Tap Prepaid Card.

  2. Enter the price, value, and card number.

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

  4. Tap Continue.

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 a 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 checkbox. Any balance, after the card is used for the first time, expires automatically.

Amount gift card

  1. Tap Gift Card.

  2. Tap Amount.

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

  4. Enter the card number, price, and value of the card.

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

  6. Tap Done.

  7. Add any notes related to the sale. The notes entered here will appear in the Gift Card tab in the guest profile.

  8. Tap Add gift card.

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

To allow one-time redemption of the gift card, select the One time use checkbox. Any balance, after the card is used for the first time, expires automatically.

While taking payment from the guest, if there is a gift card in the invoice and an active promotion for the center, Zenoti shows a message ‘The customer may be eligible for a Bonus Gift Card (View Terms and Conditions)’. To see the rules related to the promotion, tap the View Terms and Conditions link.

Service and package gift card

  1. Tap Gift Card.

  2. Tap Services & Packages.

  3. Tap Add Services & Packages.

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

  5. Enter the card number, price, and value of the card.

  6. Select the recipient of the gift card. To add the gift card for another guest, select Other recipients and select the existing guest or add a new guest.

  7. Tap Done.

  8. Add any notes related to the sale. The notes entered here will appear in the Gift Card tab in the guest profile.

  9. Tap Add gift card.

Custom amount gift card

  1. Tap Gift Card.

  2. Tap Amount. and select Custom Amount GC.

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

  4. Enter the card number, price, and value of the card.

    Add notes, if required.

  5. Select who the gift card is for, yourself or another guest.

    If it is for someone else, enter their details and select the occasion.

  6. To email the gift card to yourself or another guest, select Email Gift Card.

  7. Tap Add.

  • Sale of custom amount gift cards is available with SVS gift card integration.

  • Centers configured to sell SVS gift cards cannot sell Zenoti gift cards.

  • SVS gift cards can only be sold if there is no other item for sale in the invoice.

Other actions

Steps

Add donations

Note

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

  1. Tap +Add 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. Tap 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 = Total collected amount - Assigned amount

To add more donations or edit donation details, tap Edit.

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