Point of Sale

• Point of Sale
• Make Sale using POS

Make Sale via Point of Sale

Follow these simple steps to complete an in-person purchase via your point of sale station.

---

Step One - Assign Member and Staff to Sale

You have arrived at Point of Sale.
First setup your sale;

Assign Member

If you arrived via a membership / bookings purchase, your member should already be assigned to the sale.
Otherwise, click on ‘Assign Member’ and add member to sale. This is recommended for easier record keeping and refunds.

Assign Staff to Sale

Confirm the correct Staff Member is selected, if required. You can make this a requirement in Advanced Configuration > Point of Sale.

---

Step Two - Select Item/s

Is your member purchasing a product, or paying off their account balance? Select option as required;

• Products – Food, drinks, merchandise, supplements (added via Products)
• General Sale - Flexible sale
• Gift Voucher - Manage Gift Vouchers
• Pay Owing - Pay full / partial account balance
• Deposit to Account - Load account balance; can be assigned as payment towards future sales / fees

Add as many sale types and products as are relevant to the sale.
All items will be added to cart.

---

Step Three - Payment Method or Charge to Member

Choose how the payment will be handled:

• Payment Method – Pay manually now by selecting a payment method
  • Enable options within Payment Methods.
• Bill Member – Sends the transaction to your billing provider
  • Requires Automated Billing and member Billing to be setup
• Charge Member – Adds the sale to the member’s account to pay later
  • Enable within Payment Methods. No billing details required

---

Step Four - Complete the Sale

Click Complete Sale to finalize the transaction.
You will be offered option to email, print or view receipt, or to continue without receipt.

---

In person sale complete!