How to add products to an appointment sale

This article is for:

Build

Elevate

Innovate

Whether you stock a boutique selection of products, a broad variety of ranges or brands, or you have your own retail line, managing your retail products in Timely is a breeze. With Timely, you can easily add your retail products, sell them to clients on their own or with appointments, manage stock levels and track product (and staff) performance. In this guide, you will learn how to add products to an appointment sale.

How can products be sold?

Products can be sold to a customer by adding them to an invoice. You can sell them as part of an appointment sale, on their own, or with other packages and products. It is worth noting that products cannot be sold online via your mini-website at this time. Timely will make sure there is enough stock available to complete the transaction and once the sale is completed, the stock level will be automatically adjusted to account for that sale.

Most products will be sold in conjunction with an appointment being paid for (i.e. a customer or client is about to pay for their appointment). To do this:

1 Start by clicking on the appointment in the calendar and choose raise sale, from there go to the product tab to add a product to the invoice.

2 Search for the product you'd like to add to the invoice using the field provided or scroll through the list of products.

3 To sell more than one of that product, click on the product to update the quantity field. Click on the products to add further products to the sale.

4 The staff field determines which staff member is assigned this sale in the reporting. You can assign this for the entire sale, or by item.

5 When you are ready, head to the checkout to complete the sale.

Timely note: if the customer purchased a product on their last sale, this will be shown in the bottom-left corner of the sale.

How can products be sold?

How to add products to an appointment sale

Related articles