Open up point of sale from any page in the dashboard by tapping on "New Sale" or use command #K
Enter the client's name and select from the drop down
Select the product(s) you'd like to sell. If you would like to edit the price of the item, you can do so before selecting "Go to Payment" - just click on the price of the item!:
Select Go to Payment
You can also send contract terms to the client via email and SMS (if you don't see this option, please reach out to the Support team and we can get it turned on for you!):
Complete Payment 🥳
Where do I see if the client completed terms that I sent in the POS?
If you'd like this feature turned on, please reach out to support team!
Go to the client's profile
Click into the pricing option under Packages, Memberships & Bundles
It will show "Agreed to terms": yes or no
If it says "no", you can resend the terms to the client via email
How to apply account credit
By default promo codes will be automatically applied to point of sale checkout. Tap on the trash can to remove any type of balance upon purchase.
How to set a future start date for a subscription
If you'd like to charge your customers on a future date but not have access you can set a subscription to activate on a later date. A few things to note
1. The customer will not be charged until the subscription activates
2. The client will not be able to use subscription until activation
3. The subscription will activate at 12:00AM of the activation date
If you would like the client to have access before this date please add subscription with a free trial here and then proceed to point of sale checkout.
Select the customer and membership as normal
Select the date in which you'd like the subscription to activate
Proceed to checkout as normal
