You can sell Merchandise and Appointment Packs to you clients as Product Sales within Better Bookings. Doing so is easy and you can do it a few ways.
As well as adding merchandise sales from the payment or the Add Sales screen, Better Bookings has a dedicated Retail Point of Sale solution that you can have open permanent in a separate browser tab so you can serve your clients and walk in customers easier and faster.
Or launch Retail POS from the header navigation by clicking on the Cash Register icon
The Retail POS works in similar way to the payment screen
Select Location / Site of Sale
Select the team member operating the POS and logging the sale
Existing Client Sale: Add the client for the sale from your existing client list using the dropdown. You can search for your clients name with the autosuggest list. Once the client is selected the sale will be added to the client sales history.
New Client Sale: Click 'New Client', complete the details and the client will be added for this sale. The client will also be added to your global client list.
Walk In: You don't want to have to create a client for every sale, in this case just click 'Walk In'. The sale won't be assigned to a client, but it will be included in your reports as 'Walk In' so you can track your sales from this channel.
Date Picker: this changes the date of sale. You won't often want to change this but occasionally you might want to change the date of sale if you are added sales retrospectively. Select the new date and that date will be the recorded sales date. The default date is Today's date.
Browse your products & product categories in the left hand menu
Products by category will appear in the product selection canvas
Select the Product/s the client is purchasing
You can select many items and increase the quantity by clicking the product image repeated times. Each time you click the product the quantity will increase by 1
You can modify the quantity in the Cart list below the product selection canvas
After selecting the product/s they are added to the Cart list below
You can modify the cart contents any time - adjust quantity, and final price.
Each product price in the Cart can be changed to reflect any sales on those items at the time of sale
When reducing the price of the product, the total Cart discount amount will be displayed in 'Discount'.
Any Tax on sales will be shown
You can have a visual preview of the Card using the 'Preview Cart' toggle
Once all items and prices have been finalised, continue to payment Checkout
If the client has unpaid sales - either past sales or future appointments - you can view the list and add any of these to the same invoice. These past and future sales are 'Sales on Account'.
Take Payment. Record the payment accepted from the client on the right hand side under 'Payment'.
The payment accepted should match the payment Due.
You can select the Team Member ID Details to add to the Invoice
Use 'Advanced Options' to 'Add Notes' to the invoice, 'Bill To Details' (invoice a 3rd party) or add 'Custom Fields'.
If you are recording the Invoice as Paid, select a button option in the Pay ribbon.
Pay - records the payment & creates a PDF Invoice in the background.
Pay & Email - records the payment, creates a PDF Invoice and emails it immediately to your client (you need to have their email address for this option).
Pay & Print - records the payment, creates a PDF Invoice, downloads it to your browser to you can print it immediately and give it to your client.
Pay & Book - records the payment & creates a PDF Invoice in the background. Redirects to the Calendar for immediate re-booking.
If you are recording the Invoice as Unpaid, select a button option in the Save ribbon.
Save - records the sale with no payment & creates an unpaid PDF Invoice in the background.
Save & Email - records the sale, creates an unpaid PDF Invoice and emails it immediately to your client (you need to have their email address for this option).
Save & Print - records the sale, creates an unpaid PDF Invoice, downloads it to your browser to you can print it immediately and give it to your client.
Once done, the the Retail POS will refresh and you can make a new sale