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How to Process Sales Through POS

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You've finished pampering your client, and they are ready to pay.

If you need to learn how to make appointments first, check out the You're ready to start making appointments article in your Knowledge Base.

Click the client's name on their appointment (the actual link on their name; clicking the coloured section allows you to drag and drop the appointment):

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Then select Add Client To Sale in the Visit Details pop-up:

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

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If the customer 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.

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Make your selection, and use the menus on the right side panel to choose the item, then Save it to the sale.

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

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

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

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All done.

Practice makes perfect, so go ahead and start creating your appointments and processing them through POS. When you are done having a play, you can log in as an administrator and delete the 'pretend' transactions via the Transaction List in POS.

Have you set up your Online Booking mini-site yet? Click here to learn how!

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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