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When you raise a sale, it's possible to add other bookings for other clients to the sale. You can then continue the sale as normal.Ĭombine multiple appointments in one sale For the same client From here you can either search for the service or scroll through your list of services and click to add them to the sale To add services to the sale that are not booked in the calendar, click the services tab. Again, you can use any of the tabs to add items to the sale, and change the location at the top of the screen It will then automatically load to the appointments tab. If they are a new client you will be asked to add their name and phone number in to the system.If they are an existing client it will automatically bring up their appointments, you can use the tags to select other items to add to the sale, and if you have more than one location, you can change the location at the top of the screen too.If they are an existing client it will bring up their file for you to click on, if they've not visited you before it will give you the option to add them as a new client.Start by typing the client's name in the search box.Click on the sales tag icon in the top left hand corner.You then click on request payment and send the link to the client via email or copy the link and send it via SMS.If you need to request a payment online you can process the sale as normal and then click on charge to account (no payment).

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Once it is paid in full you will be able to click tap to complete to finalise the saleįinally click done to return to the calendar or book next appointment to book your customers next appointmentĪdditional information: AfterPay and LayBuy integrations will be available soon Once a payment is applied to the sale the payment types will appear on the right hand side.

Edit the amount in payment amount box, then select the payment type to make a partial payment.

Saved cards and rewards will show as a payment option.

When you are ready to process your customers payment click checkout to bring up the payment page.

You can add notes to the sale by clicking add note and adding what you need to in the notes box

You can also add discounts to gift vouchers from this section

You can increase the number of products sold and add discounts to individual items by simply clicking on then and bringing up the edit screen.

You can add multiple products, appointments or vouchers.

You can search, scan or browse, then click the item to add it to the sale. Use the tabs to the left in the new sales flow to add services, appointments, vouchers or products to the sale.Click on the appointment from the calendar and click checkout.This guide will step you through the process of the new sale flow.

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