In this article you will find info on the following PoS features:
Once you have taken a booking from the calendar to the point of sale for payment and have added any extra products, services or gift cards, there are some features that you can use to modify your receipt before taking the payment and closing the sale.
Cashier
Here you can change the employee who is listed as the cashier for the sale. This is the person that the sale will be under in the sales reports, unless the "Employees" section is modified.
Employees
If the feature "enable multiple employees on the same receipt" is activated in the point of sale settings, you can add and change which employees who are part of the sale. The different rows of the receipt can be assigned to a specific person per item, or be divided equally between multiple employees. You can read more about the feature here.
Add client
If you are starting the sale session from the point of sales view, you can add a client by clicking on this feature, so that the sale will be registered to the correct client. You can search for an existing client from your registry, or add a new client by filling up their information.
You can also take an existing client booking to the receipt from the point of sales view by clicking on "Add from calendar", and then go to the correct date for the booking.
You are also able to add products, services, or gift cards to your receipt from here by clicking on the desired category.
Parking of receipts
If the feature "enable receipt parking in POS" is activated in the point of sale settings, then you will be able to have multiple sale sessions open at one time, and you can also merge different bookings to become one sale.
To open a new separate sale session while already having a first one open, you can use the "+" sign to the right of the receipt title:
To merge two separate bookings, you can have the first one open on the receipt, and then go to "Add from calendar" and choose the second booking that you would like to add. You will then get the choice to merge the two sessions, or if you want to start a new session with that booking:
It is also easy to switch back and forth between the open sessions by simply clicking on the receipt title, which is the name of the booking, or the date and time that you opened the session if there is no client name attached:
In the calendar, you can see if a booking is in an open sale session at the point of sale by the orange circle calendar icon:
Discounts
You can add a discount for the entire receipt, or for a single item. The discount can be a pre-set percentage or amount, or you can choose to create a custom discount.
To add a discount for a single item, you click on the three dots on the far right and choose "Apply discount":
To add a discount for the entire receipt, you click on the button "% Apply discount" that is located just below the receipt to the right:
Increases
If you instead wish to increase the price of a service or product, you can do that by adding an increase. The increase can also be in a pre-set percentage or amount, or can be customized. This feature can be used if you for example have an extra fee for bookings late at night or on a Sunday. You are also able to add an explanation for the increase, i.e. "Outside opening hours".
To add an increase, you click on the three dots on the far right and choose "Apply increase":
Change price
You can change the price of a service or product that you have added to the receipt.
To do that, you click on the three dots on the far right of the item and choose "Change price":
Delete
You can delete a service or product from the receipt if you for example have added something by mistake, or if a customer has changed their mind.
To delete an item, you click on the three dots on the far right of the item and choose "Delete":
Custom charge or text
There is the possibility to add a custom charge or text to the receipt.
To do that, click on the button "+ Add custom charge" that is located below the receipt to the right:
Tips
If you have enabled the tip feature in the Point of sales settings, you can add a tip to your receipt.
To to that, click on the button "Add tip" that is located just below the receipt to the left:
Payment methods
Once you have added and modified everything on your receipt, you are ready to take the payment. There are five different payment methods to choose from:
Payment terminal
If your customer is paying with a card, you choose this payment method. Our payment terminal is integrated with the system, so the amount will be sent automatically to the payment terminal to be processed.
Cash
If your customer is paying in cash, then you will use the cash tab.
Gift card
If your customer is using a gift card, then you will fill in the information under this tab. You can read more about gift card as a payment method here.
Payment link
You can send a payment link to your customer via email or sms. This is also a feature you can use if you have a no-show that you need a payment from. Read more about payment links here.
Other payment method
You can use this tab for any other payment method you might offer in your salon, for example bank transfer or Paypal.
Partial payments
If your customer is paying with more than one payment method for the same receipt, you can do a partial payment. Read more about partial payments here.
If you need to do a refund to a customer, you can read how to do that here.