Setting Up and Processing Cancellation Fees at Point of Sale

Setting Up a Cancellation Fee Item

1. Access Configuration Settings:

   • Navigate to the Setup Menu.

   • Select Configuration from the right-hand menu.

2. Create a New Sundry Item:

   • On the left-hand menu click on Sundry.

   • Press New to add a new item.

   • Enter the Name for the item (e.g., "Cancellation Fee").

   • Press the Save button to store the item.

Processing a Cancellation Fee at Point of Sale

1. Select the Client:

   • Locate and select the relevant client profile.

2. Check for Prepaid Deposits:

   • If the client has paid a deposit via the Accounts feature, you can directly apply the cancellation fee to their account.

3. Add the Cancellation Fee Item:

   • Click on an empty sale line.

   • Select Sundry.

   • Choose the Cancellation Fee item.

   • Press Done to add it to the sale.

4. Adjust the Fee Amount:

   • Click on the Price field to edit the fee.

   • Enter the desired cancellation amount.

5. Select Payment Type:

   • Choose the appropriate payment method (e.g., Account if deducting from a deposit).

   • Press Done to confirm.

6. Complete the Sale:

   • Press End Sale to finalize the transaction.

Key Takeaways

• Setting up a Sundry Item ensures cancellation fees are easy to track and process.

• Deposits can be utilized to offset cancellation fees, simplifying payment collection.

• Editing fee amounts and selecting payment types is straightforward within the system.

By following these steps, businesses can effectively manage appointment cancellations while maintaining transparency and professionalism with clients. For further assistance, contact our support team.