Do you use our POS system? Receive payments for bookings directly through it and have a summary of all payments or invoices for each sale. You can also sell products separately.
Proceed as follows via the Create New button
In the Calendar tab, click the Create New button located in the upper left corner.
First, select the service or event (you can also add several different services to the shopping cart). In addition, if the customer wants to buy a product, click on Products and find the one you want to add to your cart.
As you add products to your order, they will appear below each other on the right side of the screen. Here you can also adjust their quantity. In this way, you can also adjust the number of spots in the event the customer wants to pay for (for example, if a couple comes to the event and the man pays for both of them).
Click on Add Client and select the customer you are selling the products to.
For first-time customers, click on the New Client button and create a new client profile. Alternatively, you can make a sale without assigning a client.
If you accidentally select a different client, click on the three dots to the right of the client's name, select Change Client, and select the correct one.
In the order summary, ensure you have selected the correct service, products, and client. If everything is correct, click on the blue Checkout button.
Then choose a payment method, write down the cash you received, or follow the instructions if the client wants to use any other payment method.
After successful payment, you can download the invoice.
Other processes vary based on what type of calendar you use
Calendar for individual services
In the Calendar tab, click on the client’s booking, the booking detail will open, and click on the Go to checkout button.
Select the service to be paid by the client (you can also add several different services to the shopping cart). If you also want to purchase a product, click on Products and find the one you want to add to your cart.
As you add services and products to the order, they will appear below each other on the right side of the screen. You can also adjust the quantity of products here.
If you want to change the client, click on the three dots to the right of the client's name and select Change client. Then select the right one from the list.
In the order summary, ensure you have selected the correct service and products and chosen the right client. If everything is correct, click on the blue Checkout button.
Then choose a payment method, write down the cash you received, or follow the instructions if the client wants to use any other payment method.
After successful payment, you can download the invoice.
Calendar for events
In the Calendar tab, click on the event that the client has attended, the event detail will open, and click on the button with the blue shopping cart in the row for the selected client.
Additionally, if the client wants to purchase a product, click on Products and find the one you want to add to the cart.
As you add products to your order, they will appear below each other on the right side of the screen. You can also adjust their counts here. In this way, you can also adjust the number of spots the customer wants to pay for (for example, if a couple comes to the event and the man pays for both of them).
If you want to change the client, click on the three dots to the right of the client's name and select Change client. Then select the right one from the list.
In the order summary, ensure you have selected the correct service and products and chosen the right client. If everything is correct, click on the blue Checkout button.
Then choose a payment method, write down the cash you received, or follow the instructions if the client wants to use any other payment method.
After successful payment, you can download the invoice.
TIP: You didn't download the invoice right after payment? No problem - you can download it afterward.