📝 Overview
Point of Sale (POS) lets you process in-person purchases from one streamlined checkout. From a single screen you can sell store items and gift cards, set up memberships, and book appointments or classes for a customer, then take payment in one transaction.
This guide walks you through giving staff access to Point of Sale, building a sale, and completing checkout.
🔑 Authorizations
Access to Point of Sale is controlled by a dedicated permission, so you can decide which staff members are able to use it. This is especially useful for front desk staff who may only need access to the Point of Sale menu.
From the menu bar, head to Staff ➜ Staff Management.
Find the staff member, then click Options ➜ Edit Details and Permissions.
Under Permissions, select Point of Sale to give the member access to the feature, then click Save.
🛒 How to use Point of Sale
Building a sale follows four simple steps: open Point of Sale, choose the customer, add their items, and check out. Each step is covered below.
1️⃣ Navigate to Point of Sale
Point of Sale lives in your main menu. To open it, click Point of Sale in the menu bar.
2️⃣ Select a customer
The first step in any sale is identifying the customer. You can search for and select an existing customer, or create a new one.
3️⃣ Select items
After choosing the customer, add what they'd like to purchase. Items are organised into the categories below to make adding them to the cart quick and easy.
Click the arrow to learn more about selecting items
Click the arrow to learn more about selecting items
🛒 Store
For physical goods such as apparel, drinks, or other products, you can add items straight to the cart.
Click the arrow to learn more about selling store items
Click the arrow to learn more about selling store items
Items without variants (for example, bottled water or pre-packaged goods) can be added directly to the cart.
For items with different sizes or colours, choose the option you need before adding it to the cart.
Out-of-stock items can't be selected.
🎁 Gift Card
You can sell gift cards through Point of Sale. Select the customer making the purchase (the sender), then choose Gift Card from the categories. You'll then select the recipient, an existing customer or a new one you create, along with the gift card amount and delivery date, before adding it to the cart.
💡 For full details on creating and selling gift cards, see the guide here.
⭐ Memberships
Select the membership category to quickly find and add the plan you need to the cart.
Click the arrow to learn more about adding memberships
Click the arrow to learn more about adding memberships
For recurring memberships with multiple payment plans, a dropdown lets you select the preferred payment option.
📅 Appointments
Book appointments by filtering by instructor and choosing from the available time slots.
Click the arrow to learn more about booking appointments
Click the arrow to learn more about booking appointments
Under Registration Options, the dropdown displays drop-in options along with their prices.
Depending on the customer, any existing memberships may appear, so you can select a pre-purchased membership for applicable appointments.
The customer can also book an appointment by purchasing a membership.
📅Classes
Like appointments, classes can be filtered by type, date, and time.
Click the arrow to learn more about booking classes
Click the arrow to learn more about booking classes
After selecting a class, apply the appropriate registration method and add it to the cart.
4️⃣ Checkout
Once everything is in the cart, you're ready to check out. Point of Sale displays the selected items and total, making payment quick and straightforward.
Click the arrow to learn more about checking out
Click the arrow to learn more about checking out
To check out, click the cart icon.
The selected items appear with the subtotal. Click Checkout to continue.
If the customer changes their mind, you can remove items from the cart.
The checkout page appears and payment is processed as usual to finalise the purchase.
If your account is integrated with a Stripe Card Reader, it's also available as a payment option.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I process a sale for a walk-in or non-registered customer?
Click the arrow to see the answer
Click the arrow to see the answer
Every sale is linked to a customer. For walk-ins or non-registered purchases, we recommend creating a single "Guest Customer" profile and using it for those transactions.
Will my staff be asked to complete Forms or Waivers during a Point of Sale transaction?
Click the arrow to see the answer
Click the arrow to see the answer
No, when you process a purchase through Point of Sale, staff members aren't asked to complete any relevant Forms or Waivers. Only customers complete these.
This means the next time the customer registers for a class or session, or purchases a relevant membership, they'll be asked to complete them.
To avoid a customer attending their first class or starting their membership before completing the relevant Forms and Waivers, you can send them a direct link to that class or membership instead, so they can register themselves.
Alternatively, you can set the requirement for those Forms and Waivers to apply to both membership purchases and event registrations, so the customer is asked to complete them the next time they register for an event.