Open Point of Sale in Admin. This guide covers web POS and the New sale window.
Complete a sale#
- Add the item or select the customer first.
- Before charging for a class booking, pack, membership or gift card, select a customer. Retail products can be sold to a walk-in without a customer. For someone new, add a customer.
- Review the order, then select Checkout and the total. The Checkout screen shows who the sale is for, each item and the total to pay. To change the order, select the back arrow.
- Choose a payment method shown for your business.
- Add a reference number or notes when useful.
- Apply a discount if needed.
- Under Receipt, choose a receipt option.
- Select Charge and the amount.
- Review Sale complete, then select New sale or Close.
The New sale window on a customer's page or a class list takes the same two steps: choose the item, select Checkout, then pay.
On web POS, Select a customer before charging. under Checkout means the item is ready but still needs its customer. Search by name or email and select the person. If you opened New sale from a customer's profile, that customer is already selected and stays fixed for the sale.
Find what you want to sell#
Tabs show the items available to sell. Classes also appears on days with no classes if Classes is on under Admin > Settings > Offerings. Passes & packs and Memberships require Classes or Services to be on there. Select an item and choose a price or variant if prompted.
For several shop or bar items, sell them together in one cart.
Intro and once-per-customer products#
Checkout can block a repeat purchase or an intro offer the customer is ineligible for.
Check the customer's purchase history and the product details first. If your business has an approved manual-grant or support workflow for an exception, follow that workflow and record the reason.
If an earlier purchase was fully refunded, try the normal checkout again. If it is still blocked, ask your business owner or support team what to do.
I cannot complete checkout#
Check that the required customer and item are selected, then check whether your role can manage POS. A role may allow you to view POS without completing checkouts. If POS asks for a shift, open one before charging.
The customer is not visible#
On web POS, search by name or email with at least two characters. If the search says Could not search customers. Try again., select Try again. A failed search does not mean the person is missing.
If the search completes with no matches, check the spelling or try the email address. If the person is new, select Add as a new customer. See Add a new customer at the till.