Introducing Point of Sale (Lite)

Owned by Madeleine Raynel (Unlicensed)
Last updated: Jan 17, 2016

What is Point of Sale?

When fully launched, Point of Sale will give you the tools to:

  • pick services to be paid for
  • add additional physical products to a checkout
  • apply a discount to a checkout
  • record methods of payment
  • print a receipt and open a cash draw
  • run end of day settlement reporting and financial data exports  

The first stage of this is Point of Sale Lite, which introduces an improved way for you to Complete your appointments in Connect. Now, you can:

1) Pick services to be paid for

2) Add additional physical products to a checkout

3) Apply a discount to a checkout 

 

Points to note

Editing Service Prices: This is not supported at the moment, the calendar entry must reflect reality (Discount support will becoming available to adjust transaction costs)

Adding Products: Granular product information will not be displayed in reporting for the time being (We will be working on an ability to import existing product lists)

Connect Reporting: Continue to just populate the same parts of the system that Complete currently populates

Editing / Discounting prices

From an advertising and audit perspective, it's best practice to have a full price treatment menu (RRP) which are your agreed and advertised prices. Sometimes, you will want to discount your pricing. Within Connect you can set up Sale, Off Peak and Last Minute discounting, to apply savings to appointments booked via Treatwell. If you want to apply discounts to your clients, the next stage of Point of Sale (Lite) will allow you to record a saving, such as a percentage (%) or price reduction (-£) at the point of Completing an appointment. This will give you a correct End of Day report balancing your appointments, cash and card payments taken, products sold and discounts applied.

As a workaround, if you need to apply discounts to your direct appointments before the feature is released, we recommend you add new price ranges that aren't bookable on Treatwell, and when you add an appointment into your Calendar simply select the reduced price service.

For help, please contact your Account Manager who will be happy to help.