Process a walk-in sale (no appointment)

ℹ️ This feature is available in the Pro and Grow plan.

Learn how to process payments without an associated appointment for a walk-in - including taking split payments, applying discounts, change a team member associated with a product or service sale and more.

There are two ways to process a payment without an appointment:

Process a walk-in sale: use a walk-in sale where you don’t need to capture customer details
Create a customer sale: sell services and products attached to a new or existing customer

In this article, we’ll go over how to process a walk-in sale. For information on how to process a sale for a new or existing customer, see this article.

Access Point of Sale (POS)

From the Menu, select POS.
You will be prompted to:
- Complete any listed unfinished transactions (e.g. Sale 132).
- Select a customer to create a sale for (or create a new customer).
- Create a new walk-in sale (no customer details required).

Process a walk-in sale

Select "New Walk-in" located at the bottom right-hand side of the screen.

The transaction will default to the next anonymous sale number
(OPTIONAL) Rename the sale by clicking on the orange text.

Add the desired services and products to the sale

Select whether to add a Service or Product to the transaction on the left hand side or if on mobile click on the “Add item” icon.

Select the product or service category/line and specific service or product to add.

Review and adjust the items added to the sale

Change the employee who provided the service or made the sale by selecting “(Unspecified)” or the employee name in orange.
Change the price of a Product or Service by clicking on the price in red.
Change the quantity of a Product or Service by clicking on the “x1” in red.
Discount the price of a Product or Service by clicking on the price next to the downwards arrow in red.
Discount the price of the entire sale by selecting the clicking on the price next to "Sale discounts".
Change tax type by selecting the price next to GST.
Remove an item from the sale by clicking on the rubbish bin icon.
Delete the sale using the three dot menu and selecting "Delete sale".

Process tips

You can add a tip to the transaction by selecting the "Add tip" button at the bottom of the screen.
Enter the tip amount, then select "Apply".

Process payment

Once you've added all the necessary items and made any adjustments, you're ready to process the payment.
Click on "Payment" located at the bottom right-hand corner of the screen.

Select the payment type.
To take a split payment:
- Select the first payment method type and enter the amount being paid with that payment type. Then select "Apply".
- Select the second payment method type and confirm the amount being paid with that payment type. Then select "Apply".
- Continue the same process above with any additional payment methods.
Confirm the payment amount is correct (”To pay” should be $0).
Take the customer’s payment via your terminal, payment device, bank transfer or other method.
Once the payment has been approved, press "End Sale" to finalise the transaction.

You have the option to print a receipt or select "None" if the client doesn't need a receipt.
A transaction complete screen will be displayed. Select “Finish” or select the “Shortcuts Aire” logo to return to the Appointment Book.

Other POS features

Use the ellipsis menu to access more features in the POS including:
- Saved transactions: view incomplete transactions.
- Delete a sale.
- Change your actions mid-transaction: add a new customer, create a new sale, add a tip or add a new item from within the POS screen at any time before a transaction is complete.