Make a sale without an appointment

Not every sale belongs to an appointment. A client buys a shampoo or a gift card, or walks in for a short treatment. You make that sale straight at the till.

Start a new sale

1. In the menu, go to Checkout and click Add. You can also click Add in the Agenda and choose Sale. On your phone, tap Sell at the bottom and then Add.
2. Choose a tab: Quick sale, Appointments, Services, Products, Subscriptions or Gift cards.
3. Click what you want to sell. It goes into the Shopping cart. On your phone you open the list with Add item, and after that with Add more.
4. Click a line in the cart to change its Price, Quantity or Team member, and click Apply.
5. Click Proceed to payment and check out.

• The search field above the tabs searches Products, by name, barcode or SKU. On a phone that field does not search yet; choose the Products tab and a category there.
• A new line is in the name of the team member who is signed in. Change it per line under Team member.
• You only see the Gift cards tab when gift cards are switched on under Settings › Sales › Gift cards.
• If you work at more than one location, you choose the location at the top. A sale left open at another location stays there.

Set up quick sale

The Quick sale tab shows tiles for what you sell often. You set them up per location, with up to 12 items.

1. Open the Quick sale tab at the till.
2. Click Add items, or Edit items if there are tiles already.
3. Under Add services and products, search for a service, variation or product. Type at least 2 characters and add the item you found.
4. Drag the items under Current items into the order you want, or remove one.
5. Click Save.

Scan products with a barcode scanner

A barcode scanner that works like a keyboard (over USB or Bluetooth) can be used straight away. Scan a product while the cart is on screen and your cursor is not in an input field: the product goes on the sale. Scan the same product again and the quantity goes up. If the code belongs to no product you sell, you see a message. If the product is out of stock according to the count, you get a warning, but the sale simply goes on.

Add a client

1. At the top of the cart, click Add a customer.
2. Find the client under Search existing customer and click them. For someone without a profile choose Walk-in, or leave it empty.
3. If the client is new, choose Add new customer and fill in their details. You need the permission Can create, edit and delete clients for that.
4. Later you can use Actions next to the client to choose Change customer or Remove from checkout.

With a client on the sale you also see their subscriptions, the client gets the receipt by email and the sale shows in their profile. From a client profile you start a sale with Actions › Sell.

To make a sale you need the permission Can checkout purchases. You set it under Settings › Team members › Permission roles.

Frequently asked questions