In this article, we will introduce the new Point of Sale (POS) feature, designed to simplify transactions and improve the customer experience. This feature enables your business to efficiently sell store items, memberships, appointments, and classes within a single system, offering a smooth and integrated checkout process.
Navigate to feature
Using the menu bar, click Point of Sale
Select customers
Easily identify customers in the Point of Sale system to streamline transactions and ensure a smooth and efficient checkout experience.
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The first step is identifying the customer. You can select an existing customer or create a new one.
While guest customers aren't built-in yet, you can create a "Guest Customer" for non-registered transactions.
Select items
After identifying the customer, select what they wish to purchase. The POS system organizes items into the following categories to make it easy to add items to the cart.
Store
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For physical goods like apparel, food, or other products, you can add items to the cart directly.
Items without variants (e.g., bottled water or pre-packaged goods) can be added directly to the cart.
For items with different sizes or colors, you can choose the desired option before adding it to the cart.
Out-of-stock items will not be available for selection.
Memberships
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Select the membership category to quickly find and add the desired plan to the cart.
For recurring memberships with multiple payment plans, a dropdown will allow you to select the preferred payment option.
Appointments
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Appointment bookings are easy with filters for instructor and selecting any available time slots.
Under Registration Options, the dropdown will display drop-in options along with their prices
Depending on the customer, any existing memberships may appear, allowing them to select a pre-purchased membership for applicable appointments.
Additionally, customers can choose to book an appointment by purchasing a membership.
Classes
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Similar to appointments, class bookings are filtered by type, date, and time.
After selecting a class, you can apply the appropriate registration method and add it to the cart.
Checkout
Once all items are added to the cart, it's time to move to checkout. The POS system displays the selected items and total price, making the payment process quick and efficient.
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To checkout, click the cart icon
The selected items will be displayed along with the subtotal, and the checkout process continues once you click Checkout.
If a customer changes their mind, you can easily remove items from the cart.
The regular checkout page will appear, and the payment process will proceed as usual. Once completed, click "Checkout" to finalize the purchase.
If your account is integrated with a Stripe Card Reader, it will also be available as a payment option.
Permissions
A new permission setting for the Point of Sale feature allows administrators to control staff access, ensuring only authorized users can access the POS system. This is especially useful for front desk staff, who may only need access to the POS menu.
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From the menu bar, head to Staff >> Staff Management
Find the staff member, click Options >> Edit Details and Permissions
Under Permissions, select Point of Sale to give the member access to the feature, then click Save.
