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In this guide, you will learn how to process a sale from the calendar; alongside answers to frequently asked questions regarding checking clients out for their appointment.
How to process a sale from the calendar
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Start by clicking on the appointment from the calendar and selecting checkout.
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Use the tabs to the left of the screen to add services, appointments, vouchers or products to the sale. You can search, scan or browse, then click the item to add it to the sale. You can add multiple products, appointments or vouchers.
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You can increase the number of products sold and add discounts to individual items by simply clicking on then and bringing up the edit screen. You can also add discounts to gift vouchers from this section.
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You can add notes to the sale by clicking add note and adding what you need to in the notes box.
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When you are ready to process your customers payment click checkout to bring up the payment page. Saved cards and rewards will show as a payment option.
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Edit the amount in payment amount box, then select the payment type to make a partial payment.
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Once a payment is applied to the sale the payment types will appear on the right hand side. Once it is paid in full you will be able to click tap to complete to finalise the sale.
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Finally click done to return to the calendar or book next appointment to arrange their next salon visit.
Frequently asked questions (FAQs)
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How do I request a payment online?
If you need to request a payment online you can process the sale as normal, this is possible with Timely. For information on how to do this, see our help guide How to request an online payment via an invoice.
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How do I process a walk-in sale?
Sometimes you might need to sell a service, product or voucher to someone who isn't a client. There is a way to keep a record of it, without taking all the person's details. In our help guide How to process a walk in sale you will learn how to do this.
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How do I combine multiple appointments in one sale?
When you raise a sale, it's possible to add multiple other bookings for either the same or additional clients to the sale. This allows you to raise a sale and apply a payment for multiple bookings at once. To learn how to do this, see our help guides:
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How do I save a draft sale/invoice?
If you've already started the sale process with a customer, but need to switch to something else, then you can save a draft of the invoice to come back to later. You can learn how to do this in our help guide How to create a draft invoice.
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How do I manage staff access for sales?
You can manage staff access to a range of different areas within your business, one of which being sales. To do this, see our help guide How to restrict staff access.