Point Of Sale
Welcome to the Point Of Sale set up!
Go to your Home Menu and click on settings. Select Point Of Sale from the list on the left side.
When you first open your point of sale, you will not have categories already created. You will need to follow the instructions on the right to Create Categories, Create Items, Add the items to the categories and customize how you want your Point Of Sale to look. Have fun and get creative!
- Adding a Category: Click the green button on the top of the POS categories tab and create your category title.
You can add things like, Drinks, Food, Apparel, Personal Training, Memberships, Account Fees....
- Adding Items: Click on the edit pencil for the category you want to add to.
If you have not already added items, you can simply click on the category you want to add an item to and click create new item. If you already have items in your list, you can select the item from the list to add to the category.
Now that you have your categories and items all entered, you can order them however you like. Just drag and drop the category to the proper location.
- Making a sale: Navigate to the member's account that wishes to make a purchase and click Add Sale. (note: you can also add sale from your quick actions on your dashboard.)
This will open your Point of Sale Screen and you can now select all the items you would like to sell to the member. You can also discount the entire invoice or just specific items as well.
Click Pay and Choose your payment method.
(You cannot do split payments)
Once you have completed the sale you can view the invoice.