Step by step
- It opens from Today (a client tile, Check In or New Walk-in) or from the calendar (Check In or Open Bill).
- Choose a staff in the Staff box at the top; the next services you add get that staff. Each line also has its own staff box.
- Tap a service tile, choose a category chip or search by name or code (F2); a barcode scanner adds it directly. Use the − and + buttons for the quantity, and click Rate to change the price if you may.
- On the right, in Receive Bill, choose the customer. For a listed customer the membership discount and the package sessions left are loaded.
- Press Packages to use a session of a package the client has (Use; the line is free) or to sell a package or membership (Add).
- Give a Discount if any, pick the Payment Mode (NONE, CASH, ONLINE, CREDIT or SPLIT) and press BILL (F8), or BILL & PRINT (F9) to also print the invoice. The screen goes back to Today.
- More has Print Last Bill, Client Profile and Cancel Visit.
Good to know
- The lines are saved a moment after every change, so Today shows the services and nothing is lost if you leave the screen.
- Adding services works without a cash register; receiving the bill needs an open cash register (press Open Cash Register) and the Receive Bill permission.
- Package sessions, membership and selling a package need a listed customer. A walk-in with a name and phone can be saved as a customer with the add-customer button beside the name.
- When Setup asks for staff on every service, the bill is refused until every service has its staff.
- For a member every line gets the member discount; click the crown tag of a line to take it off that line.
- On the bill the commission is recorded, the package sessions are used, the packages sold go to the client and a checked-in appointment becomes Completed.
- Cancel Visit needs the Cancel Visit / Service permission. The visit closes; a booked appointment can be checked in again.