If you sell a Service through the Cash Register, it's stored in the Credits section of the Client's record for booking at a later date. If a Client has a Service on file in their Credits, it can be booked online by the Client or booked by the Business.
Use this option if a Client wants to pay for a Service in advance but is not ready to book an appointment.
To sell a prepaid Service, navigate to your:
- Business Profile.
- Select Cash Register.
- Select Add Service to open Add Service.
- Select the Service, Add on, or Series tab to view the necessary services.
- Select the Service, Add on, or Series the Client is purchasing.
- Select Save to add the Service and to return to the Cash Register.
- Select Add Service again to add multiple services, add-ons, or series to the transaction.
- Type in Search Clients to locate and select an existing Client. If the Client doesn't already have a record, choose +Quick Add instead, fill in their contact information, and select Add Client.
- Add any relevant Discount using the blue Apply Discount button
- Select Checkout to proceed with recording the payment method.
Once the sale is finalized, the Service will be stored under Pre-Sold Individual Services in the Credits section of the Client's record. Credits can then be booked on the schedule by the Business, or applied to an appointment by the client during online booking.
You can learn more about how to book the Prepaid Service on the Schedule here.
You can learn more about how a Client can book their Prepaid Service Credit here.
View the Mobile App Directions here: Selling a Prepaid Service or Series (Mobile)