Raise a sale for an appointment

When the appointment is over, you can raise a sale directly from the booking in the calendar. 

You'll then be able to add additional products, services and appointments to the sale before applying a payment.

In this guide we'll cover:

  1. How to raise a sale from the calendar.
  2. How to add a product to the sale.
  3. How to add other services to the sale.
  4. How to add other appointments to the sale.

1

Raise a sale from an appointment

  1. Tap on the appointment in the calendar.
  2. Tap Raise sale from the pop up window: 
  3. You will be taken to the sales window, where the appointment details will be automatically added: 
  4. To make an adjustment to the description, tap on the booking in the right-hand panel: 
  5. You can then edit the Description, change the Unit price or update the Staff member who will be assigned this item on the invoice.
  6. To add notes or a reference to the sale, tap the menu in the top right corner and Add note / Reference:
  7. Add a Reference and/or Note and click Save to apply: 
  8. A note icon will then be shown next to the customer's name:
  9. When you're ready, tap the Pay button to take payment:

* Adding  Packages, Gift Vouchers and Customer Credit are coming to the iOS app at a later


2

Add a product to the sale

If you'd like to add a product to the sale:

  1. Tap on Product option in the Add to sale menu, at the top of the left panel.
  2. Search for the product in the field provided: 
  3. Tap on the product to add it to the sale: 
  4. Tap on the item to adjust the Quantity, Unit price and/or Staff member assigned: 

3

Add a service to the sale

  1. Tap on Service option in the Add to sale menu: 
  2. Find the service you want to add in the list by scrolling down or up: 
  3. Tap on the service to add it to the sale: 

4

Add appointments to the sale

  1. Tap on Appointment option in the Add to sale menu: 
  2. Find the booking you want to add in the list by scrolling down or up. These will be shown oldest > newest: 
  3. Tap on the appointment to add it to the sale: 

Still need help? Get in touch with the Support Team Get in touch with the Support Team