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Key User Flows

Flow 1: Creating a New Sale (In-Store)

Step 1: Start a New Sale

  1. Navigate to Sales from the home screen

  2. Tap + New Sale button

  3. The checkout screen opens with an empty cart

Step 2: Add Items to Cart

You can add any combination of:

  • Appointments/Services: Tap "Add Services" and select from your service menu

  • Products: Tap "Add Products" and select from inventory

  • Memberships: Tap "Add Memberships" and select from available plans

  • Gift Cards: Tap "Add Gift Cards" to sell gift cards to customers

Step 3: Add Customer (Optional)

  1. Tap the customer section

  2. Select existing customer or add new one

  3. Customer information helps track purchase history

Step 4: Review and Adjust

  • Date/Time: Adjust sale date/time if needed (defaults to now)

  • Issued By: Staff member is automatically populated

  • Notes: Add internal notes about the sale

Step 5: Proceed to Payment

  1. Tap Continue to Payment button

  2. Review the payment summary including:

  • Items breakdown

  • Subtotals by category

  • Discounts (cart-level, coupon, membership, service)

  • VAT (if enabled)

  • Tips

  • Grand Total

Step 6: Add Tip (Optional)

  1. Enter tip amount

  2. Choose tip splitting method:

  • Manual: Distribute tip among staff manually

  • Equal: Split tip equally among all staff

  • Proportion: Split tip based on each staff's revenue from the sale

  1. Review staff tip distribution

Step 7: Add Discount (If Permitted)

  1. If you have permission, you can add a cart-level discount

  2. Enter discount amount or percentage

  3. Discount is applied to the total

Step 8: Apply Coupon Code (Optional)

  1. Enter coupon code in the coupon field

  2. System validates and applies the discount

  3. View applied coupon discount in summary

Step 9: Add Note (Optional)

Add any notes about the sale for internal reference

Step 10: Select Payment Method

Single Payment:

  1. Select payment method from available options

  • Cash: Enter amount tendered, system calculates change

  • Card: Process card payment

  • Customer Balance: Use customer's account balance (one-time use)

  • Gift Card: Enter gift card code, system applies available balance

  1. Enter payment amount (defaults to full remaining)

Split Payment:

  1. Tap "Split Payment" to enable split mode

  2. Add multiple payments:

  • Tap "Add Payment"

  • Select payment method

  • Enter amount for that payment method

  1. Continue adding payments until total matches due amount

  2. Timeline shows payment progression

Step 11: Complete Sale

  1. Tap Complete Payment or Checkout button

  2. Sale is processed and saved

  3. Receipt is automatically printed (if configured)

  4. Cash drawer opens (if configured for cash payments)

  5. You're returned to sales screen

Flow 2: Checkout from Booking

Step 1: Access Booking

  1. Navigate to Calendar

  2. Select the booking you want to checkout

  3. Tap the booking card

Step 2: Add Additional Items (Optional)

You can add products, additional services, or memberships to the booking

Step 3: Checkout

  1. Tap Checkout button

  2. Follow the normal checkout flow (Steps 5-11 from Flow 1)

Note: The booking and any existing products/deposits are automatically merged into the sale

Flow 3: Saving as Deposit

Step 1: From Sale Details

  1. After adding items to cart, instead of "Continue to Payment"

  2. Tap Save as Deposit option

Step 2: Enter Deposit Details

  1. Enter deposit amount

  2. Select payment method

  3. Add note (optional)

Step 3: Save Deposit

  1. Tap Save Deposit button

  2. Sale is saved with deposit flag

  3. Status shows as "Partially Paid"

  4. You can return later to complete payment

Step 4: Complete Payment Later

  1. Find the sale in sales history

  2. Open sale details

  3. Tap Complete Payment to finish the transaction

Flow 4: Processing a Refund

Step 1: Open Sale Details

  1. Navigate to Sales → Sales History

  2. Find and tap the sale you want to refund

  3. Tap Refund button (only available for completed sales)

Step 2: Choose Refund Type

Refund Items:

  1. Select individual items to refund:

  • Packages

  • Services

  • Products

  • Memberships

  1. Select all or specific items

  2. Total refund amount is calculated automatically

Refund Amount:

  1. Enter specific refund amount

  2. Maximum amount is limited to what can be refunded

  3. Cannot exceed the remaining refundable amount

Step 3: Select Refund Reason

Choose from predefined reasons:

  • Customer Request

  • Service Unsatisfactory

  • Product Defect

  • Appointment Canceled

  • Accidental Charge

  • Incorrect Amount

  • Item Not Available

  • Other

Step 4: Add Notes (Optional)

Add details about why the refund is being processed

Step 5: Issue Refund

  1. Tap Issue Refund button

  2. Confirm refund action

  3. Sale status changes to "Refunded"

  4. Refund is recorded in sale logs

Flow 5: Voiding a Sale

Important Limitations

  • Voiding is only allowed on the same day as the earliest payment

  • After same day, you must use Refund instead

Step 1: Check if Void is Available

From sale details:

  • "Void" button only shows if voiding is allowed

  • Check the sale date and payment date

Step 2: Confirm Void Action

  1. Tap Void button

  2. Confirm you want to void the sale

  3. Sale status changes to "Voided"

  4. All payments are reversed (depending on payment method)