Tips and Best Practices

For Faster Checkout

1. Use "Add Services" for Bookings: Automatically creates sale from booking

2. Keyboard Shortcuts: Use keyboard for faster data entry

3. Save Frequently Used Items: Add products to favorites for quick access

4. Use Split Payment: Pre-add common split payment combinations

For Accurate Sales

1. Verify Item Details: Double-check products and services before adding

2. Check Customer: Ensure correct customer is selected for history tracking

3. Review Totals: Always review payment summary before completing

4. Add Notes: Include relevant notes for future reference

For Better Customer Experience

1. Explain Tip Splitting: Let customers know how tips are distributed

2. Show Payment Breakdown: Use payment summary to explain charges

3. Offer Split Payment: Suggest split payment if customer is unsure

4. Handle Refunds Politely: Use clear refund reasons and notes

For Reporting Accuracy

1. Complete Sales Timely: Don't leave sales as drafts

2. Use Correct Payment Methods: Ensure payment method matches actual payment

3. Document Refunds: Use clear refund reasons and detailed notes

4. Review Reports Regularly: Check sales history for any discrepancies