Getting Started with Appointments & POS

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Let's get started with appointments and POS. Now that you have set up all of your products and services, this article will give you a step by step guide to making appointments for your clients and putting them through Point Of Sale.

Making appointments in Simple Salon

To make an appointment, go to your Appointment page and click a time slot in an operator column.

Now on the right side panel, use the Client Search to find the client you wish to book in for this appointment.

Click the client's name in the Search Results.

The Select Services window will pop up, so go ahead and chose from your service list the services which the client wishes to book, and Confirm.

Appointment created.

Have a look at this next video to see how flexible your appointment book is. Now that you have created the appointment, you can move it around, lengthen and shorten it, flag it, make visit comments/notes on it. Check it out.

 

Paying for appointments in POS

You've finished pampering your client, and they're ready to pay. Click the client's name on their appointment and Add Client To Sale

The client and all of their appointments will be taken across to POS (even if the services are spread across multiple operators).

Let's say Barry would also like to purchase some Products, click the Add Items link and check out the options.

At this point the client can add any one of these items to their bill; an additional Service, perhaps a Product, a Gift Voucher, credit to their Account, Future Services or Salon Packages. Make your selection, and use the menus on the right side panel to choose the item, and Save it to the sale.

When the client has all of their items in POS, click Receive Payment, choose payment type and Finish Sale.

You might have a Rebook Reminder pop up if you have enabled this setting via Settings, in your Cash Register Settings.

Bill paid! The client's appointment will turn grey to indicate that it has been paid for.

Want to see making appointments and POS in action? Sure you do! Check out the following 2 videos:

Your client is now ready to pay.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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