Raise a sale for an appointment (iOS)

Note: To make sure you get the very best app experience, you'll need to have the latest version of IOS installed on your phone or iPad. 

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

Note: If you have cash management enabled, you will need to Open the register before you can raise a sale. Check out our Open and close the register (iOS) guide for more information.

  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: 
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