From a finished appointment to a completed sale, in a few clicks.
POS takes everything from the diary and turns it into a clean, single-page checkout. The client's services come across automatically, you just add anything extra, take payment, and you're done. Here's how it works.
1. Send the appointment to POS
On the Appointments page, click the appointment for the client you're checking out. The Visit Details panel opens with everything you need: status, operator, duration, price and the services booked.
Hit Add to sale. The client's services come across into POS.
Quick check. If the client has other unpaid visits on their account, those can come across into the cart too. Even old ones. Have a quick look at what's landed before you take payment. That way you don't charge for more, or less, than you meant to. See a yellow alert icon next to the client's name on the appointment? That's a heads-up about a client note, alert, or outstanding balance. It's worth opening the client card before you take payment.
2. Build the sale
You land on the POS page. The client and their services are already in the cart on the right. Need to add anything else? Use the tabs across the top: Services, Products, Packages, Vouchers, or Memberships. Click the tile to drop it onto the sale.
You can stack on a sale:
- Service or Product, anything from your menu.
- Gift Voucher, sell a voucher in the same transaction.
- Account credit, top up an existing client account.
- Future Service, pre-pay something the client's coming back for.
- Membership or Package, bundle deals in a single click.
Need to apply a deal? Use the Promo Code or Discount pills at the bottom of the cart. Taking a deposit instead of a full payment? Hit Take Deposit.
3. Receive payment
When the cart is right, hit Receive Payment. The payment screen takes over. It shows a clear sale summary on the left and your payment tiles on the right.
Check the payment line before you tap anything. Receive Payment starts with a Credit Card line already filled in for the full balance. If that's not how the client is paying, you don't need to remove it first. Just tap the tile for the method they're using, like Cash, Eftpos, Account, or Voucher. It replaces the untouched Credit Card line automatically. Splitting between methods? Just tap a second tile and the system tracks each amount until the balance is zero.
When the amount is in, hit Finish Sale. The receipt prints if you've ticked Print Receipt, and you're moving on with your day.
4. Done, and easy to spot
Back on the diary, the appointment turns grey. Your signal that this client is sorted for the day. The unpaid appointments stay coloured so you always know who's next at the till.
Need to fix a sale or refund? Open the POS page and switch to the Refund or Transactions tab at the top of the page. Transactions shows you every sale of the day. Use it to re-print a receipt or look up an amount fast.
A few extras worth knowing
- Walk-ins. Don't have a booking? Open POS straight from the sidebar and the cart starts as Walk-In. Add a client (or leave it as a walk-in), pick services, take payment.
- Multiple operators on one sale. If a client saw two stylists, their services can come across into a single cart, you only checkout once.
- Open Drawer. Need to pop the till for change? The Open Drawer button does exactly that, no sale required.
Tip: make POS feel like yours. Add images to your appointments and products to make them stand out at POS.
What's next?
Now that the diary and the till are talking to each other, brush up on where sales start. Read How to Create an Appointment or head to How to Find and Use the Client Card to check a client's history before they pay.
Questions? Head to your Help & Support page and click Submit a Request. We've got you.