How to Process and Redeem a Series at the Point of Sale

Selling a Series to a Client

1. Initiate Checkout:

   • Right-click on the client’s name and select Checkout.

2. Add Series to the Sale:

   • Click on an empty sale line.

   • Select the employee who sold the series.

   • Choose Service from the menu.

3. Select the Series Package:

   • Either:

     • Click Series to view all available packages.

     • Or browse by service category and select the Available Series tab.

   • Choose the desired series (e.g., a pack of 5 services) and click Done.

   • Note: A Series cannot be sold to a #Walkin customer.

4. Confirm Sale Details:

   • The point-of-sale screen displays the service purchased today, the series package, and a negative balance indicating a redeemed service.

5. Complete Payment:

   • Process payment for the series (e.g., $120).

   • Select End Sale.

6. Receipt Information:

   • The receipt includes details about the client’s outstanding series and expiry date.

Booking an Appointment Using a Series

1. Schedule Appointment:

   • Navigate to the desired date and time.

   • Select the client’s name.

2. View Series Details:

   • The Client Dashboard displays an Outstanding Client Series section showing:

     • Remaining services.

     • Purchase date.

     • Expiry date.

   • Additional details are accessible under History > History Totals.

3. Assign Service from Series:

   • On the Service Selection screen, choose the desired service from the series.

   • Alternatively, select the service from the category menu, and it will automatically deduct from the series.

4. Resource Selection:

   • Assign a resource (e.g., tanning booth) and click Done.

5. Appointment Confirmation:

   • The appointment is added to the schedule.

Redeeming a Service from the Series

1. Check Out Appointment:

   • Proceed to checkout as usual.

2. Zero Payment:

   • The service appears as $0 since it’s already prepaid.

   • Click End Sale to complete the transaction.

Key Benefits of Series Packages

• Upselling Opportunity: Easily encourage clients to commit to multiple services upfront.

• Convenience: Simplifies future bookings and payments for recurring services.

• Client Retention: Keeps clients returning, ensuring steady revenue and customer satisfaction.