Sell at the point of sale

The Point of Sale is the till at your reception. You use it to sell products such as drinks and supplements, and to sell a membership to a member on the spot. Every sale is recorded under Purchases, counts towards your earnings, and can print a fiscal receipt.

Before you start#

• You need the Use the POS permission. Owners have it, and new employees get it by default.
• Add what you sell first: products for goods and services, and membership plans for memberships. You can also add both straight from the POS with the small + buttons next to the Products and Memberships tabs.
• The POS always works on the facility you have selected at the top of the dashboard. See Switch facilities.

Make a sale#

Click a product to put it in the cart. Click it again to add one more.

The cart lists every line. Use + and - to change the quantity, or Remove to take it out.

To link the sale to a member, start typing their name, code or email.

Pick the member from the list. A walk-in sale needs no member.

A coupon or gift card code goes here, then click Apply.

Choose how the customer pays, Cash or Card.

Click Checkout. The sale is recorded and the cart clears for the next customer.

The sale is now at the top of Sales, Purchases, with its receipt status.

Next

Done

That is everything. You can replay it any time.

Start over

1. Click a product to put it in the cart. Click it again to add one more.

2. The cart lists every line. Use + and - to change the quantity, or Remove to take it out.

3. To link the sale to a member, start typing their name, code or email.

4. Pick the member from the list. A walk-in sale needs no member.

5. A coupon or gift card code goes here, then click Apply.

6. Choose how the customer pays, Cash or Card.

7. Click Checkout. The sale is recorded and the cart clears for the next customer.

8. The sale is now at the top of Sales, Purchases, with its receipt status.

1. Step 1: Click a product to put it in the cart. Click it again to add one more.
2. Step 2: The cart lists every line. Use + and - to change the quantity, or Remove to take it out.
3. Step 3: To link the sale to a member, start typing their name, code or email.
4. Step 4: Pick the member from the list. A walk-in sale needs no member.
5. Step 5: A coupon or gift card code goes here, then click Apply.
6. Step 6: Choose how the customer pays, Cash or Card.
7. Step 7: Click Checkout. The sale is recorded and the cart clears for the next customer.
8. Step 8: The sale is now at the top of Sales, Purchases, with its receipt status.

1. Open Sales, Point of Sale.
2. Click a product on the left to add it to the Cart. Click it again to add another one, or use + and - on the cart line. Remove takes the line out.
3. To link the sale to a member, type at least two letters of their name, member code or email in Search member (optional)... and pick them from the list. A sale without a member is recorded as a walk-in.
4. If the customer has a coupon or gift card code, type it in Coupon code and click Apply. The Discount line appears under Subtotal.
5. Under Payment Method, choose Cash or Card.
6. Add a note in Notes (optional) if useful, for example an invoice request.
7. Click Checkout. The button shows the total you are about to charge.

The toast confirms the sale with its purchase number, and the cart clears for the next customer. When a fiscal printer is connected, the toast says the fiscal receipt is being printed.

What you can sell#

The catalog on the left has three tabs: All, Products and Memberships. The search box finds products by name or SKU and memberships by name.

Each membership plan can be in the cart only once per sale. If you click a membership before choosing a member, the POS asks you to Select a member before adding a membership to the cart.

Scanners and card readers#

• Product barcodes: click the QR button next to the product search and point the camera at the product's code. The code is matched against the product's SKU, and the product goes into the cart. Keep scanning to add more.
• Member cards: click the camera button next to the member search to scan a member's QR code or barcode. A USB RFID reader at the desk also works: tap the member's card while the POS is open and the member is selected for you.

Payment methods#

The POS takes two payment methods, Cash and Card. Unless the sale goes to a card terminal, it is recorded as paid the moment you click Checkout, so take the money first.

Online payments from your website and the member portal are not taken at the POS. They are covered in Online payments with Stripe.

Fiscal receipts#

Point of sale settings#

Settings, Facility settings, Point of sale shows what the sales screen at this facility is connected to. You need the Manage settings permission.

Troubleshooting#

A sale cannot be edited after checkout. To give money back on a sale with a fiscal receipt, print a storno from Purchases.