Sales: How do I add a Reservation to a Sale?

To add a Reservation to a Sale, either Create a new Sale (see How do I create a new Sale?)  or Edit a Sale (see How do I edit a Sale?)

Reservations can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

Once you are on the Edit Sale screen, you can EITHER:

  1. Select a Reservation from the Customers' Unpaid Reservations shortcut buttons, or a Service from the Services shortcut buttons (this is a stand alone service, one that is not attached to a particular reservation)


   2. Do one of the following:

  • Tap the + icon > Add Reservation 
  • Tap the + icon > Add Service (this is a stand alone service, that is not attached to a particular reservation)

Tapping Add Reservation will display a list of this customer's existing Reservations

Tap on the one you wish to add:

Tapping Add Service will display a list of Services

Make your selection from the list:

Next, select the Employee from the Employee List

The added Reservation and/or Service (tagged with the Employee's name) will appear in the Reservations section of the Sale:

Proceed with any Payments (see How do I add a Payment to a Sale?

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