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Use our range of help guides to learn everything you need to hit the ground running!
To create a new Sale, open the menu and tap on Sales
Tap the + icon
Sales can also be created by 'Checking out' a Reservation, see How do I checkout a Reservation?
Search for an existing customer by typing the customer name into the search bar or tap on the + icon to add a new Customer
From here you can add the following items to a Sale:
- Reservation How do I add a Reservation to a Sale?
- Product How do I add a Product to a Sale?
- Customer Credit How do I add Customer Credit to a Customer?
- Gift Card How do I sell a Gift Card? (Sale view)
- Pass How do I sell a Pass? (Sale View)
- Charge How do I add a Charge to a Sale?
- Discount How do I add a Discount to a Sale?
- Payment How do I add a Payment to a Sale?
- Tip How to I add a Tip to a Sale?
Once a Sale is finalised, we recommend to Close the Sale, see How do I close a Sale?