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Grouping Clients in the Walk-in Manager
When managing customers in the Walk-In Manager, you may encounter situations where multiple customers from the same party wish to check out together. Here's a step-by-step guide to ensure a smooth checkout process for group payments.
Steps for Group Checkout
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Identify the Group Members:
- In the Walk-In Manager screen, locate the customers who are part of the same group (e.g., Phil and Brian).
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Select Group Members:
- On the right-hand side of the screen, check the boxes next to each group member's name.
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Initiate Checkout:
- Use one of the following methods to start the checkout process:
- Click the shopping cart button (checkout button) located on the right side of the screen.
- Right-click on one of the group members’ names and select Check Out from the menu.
- Use one of the following methods to start the checkout process:
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Review and Confirm Services:
- Once the checkout is initiated, the system will combine all services for the selected group members into one total price.
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Select Payment Method:
- Choose how the customer will pay (e.g., credit card, cash, etc.).
- Choose how the customer will pay (e.g., credit card, cash, etc.).
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Complete the Sale:
- Finalize the transaction by selecting Finish Sale.
Key Points to Remember
- Only one customer needs to pay for the entire group.
- Ensure all group members’ services are included before proceeding with the payment.
- Multiple checkout initiation methods are available for user convenience.