SimpleSpa Documentation
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  • SimpleSpa Documentation
  • Scheduling Software
    • What is Scheduling Software
    • What is Salon Software
    • What is Spa Software
    • What is Medical Scheduling Software
    • What is Medi-Spa Scheduling Software
    • What is Microblading Software
  • Guides
    • General
    • Adding your first Service/Staff
    • Creating your first Appointment
    • Creating your first Transaction/Checking out a Client
  • Fundamentals
    • Dashboard
      • Overview
      • Viewing Appointments
      • Viewing Transactions
      • Making a Sale
      • Birthdays
      • Cash Reconciliation
    • Appointments
      • Calendar
      • Creating an Appointment
      • Appointment Status
      • Appointment Notes
      • Appointment Checkout
      • Creating a Block
      • Cloning a Block
    • POS
      • Recording a Sale
      • Balances & Deposits
      • Multiple Payment Methods
      • Processing Credit Cards
      • PCI Compliance
      • Common Checkouts & Tutorial Walkthroughs
        • Accepting Multiple Payments
        • Using Gift Certificates in Checkout
        • Accepting Appointment Deposits
        • Adding a Balance to a client
        • Assigning Staff during Checkout
        • Prompting and Collecting Tips
        • Applying Discounts during Checkout
        • Applying Notes & Change Calculator
    • Hardware
      • Receipt Printing
      • Thermal Receipt
      • Receipt Printer Setup
      • Cash drawer / Till
      • POS Terminal
    • Staff
      • Managing Staff
      • Fields and Settings
      • Calendar
      • Commissions Tab
      • Weekly Schedule Tab
      • Block Hours on Calendar
      • Breaks Tab
      • Clock In/Out Tab
      • How to Clock In/Out
      • Assigning Specialties
      • Staff Login
    • Clients
      • Managing Clients
      • Files
      • Images
      • Notes
      • Appointments
      • Transactions
      • Packages
      • Forms
    • Services
      • Managing Services
      • Fields and Service Settings
      • Adding Form(s) to Services
      • Assigning Resources to a Service
    • Products
      • Managing Products
      • Fields and Products Settings
      • Assign Tax Rate to all Products
      • Inventory
      • Orders
      • Vendors
    • Gift Cards
      • Gift Cards & Gift Certificates
      • Selling Gift Cards/Certificates
      • Sending Gift Cards/Certificates
      • Using Gift Cards/Certificates
      • Reloading Gift Cards/Certificates
      • Viewing Balance Gift Cards/Certificates
      • Viewing History Gift Cards/Certificates
      • Apple Wallet
    • Packages
      • Managing Packages
      • Selling Packages
      • Redeeming Packages
      • Manually Adjusting Clients Package Balance
      • Memberships
    • Forms
      • Managing Forms
      • Additional Settings
      • Additional Questions (Form Editor)
      • Assigning to a Service
      • Sending a Form
    • Users
      • Manage Users
      • User Roles
      • User Password
    • Discounts
      • Managing Discounts
      • Applying Discounts
    • Expenses
      • Managing Expenses
    • Online Booking
      • Your Custom Booking URL
      • Multiple Bookings
      • Accepting Deposits for Bookings
      • Linking & Embedding Online Booking
      • Adding a Holiday
      • Waitlist
    • Notifications
      • Email Notifications
      • SMS/Text Notifications
    • Marketing
      • Campaigns
      • Creating a New Campaign
      • Image Campaign
      • AI Campaign Generator
    • Mobile Device Support
      • iOS (iPhone & iPad)
      • Android
    • Browser Support
  • Extras
    • Video Walkthroughs
      • Creating your first appointment
      • Using the POS & completing an appointment
      • Making a sale without an appointment
      • Demo Walkthrough
    • FAQ
      • Is there anything to install?
      • Can I import my existing data to SimpleSpa?
      • How much does SimpleSpa cost?
      • Where can I get a SimpleSpa perpetual license?
      • How do I convert my SimpleSpa free trial to a paid subscription?
      • What kind of computer do I need?
      • What countries do you support?
      • How can I view the timestamp an appointment was created?
      • Do I need to download updates to my computer?
      • Does SimpleSpa have online booking?
      • Is online booking in my language?
      • How does SimpleSpa handle double booking for online appointments?
      • Does SimpleSpa send appointment reminders?
      • Does SimpleSpa send SMS/Text reminders?
      • How much does SMS/Text Notifications cost?
      • How can I add SMS/Text Notifications to my account?
      • Are the SimpleSpa Marketing Tools included in my plan?
      • I am already paying for SMS Notifications is SMS Marketing included in my package?
      • What businesses can use SimpleSpa?
      • Can I brand SimpleSpa with my logo?
      • Can I process Credit Cards with SimpleSpa?
      • What type of Credit Card Integration does SimpleSpa Support?
      • How can I disable Credit Card Auto-fill in Chrome?
      • Do plans have a minimum contract?
      • Can I downgrade my plan?
      • I am trying to login but it is redirecting to SimpleSpa.com
      • Does SimpleSpa Support Parallel Bookings
      • Does SimpleSpa support multiple business locations?
      • My online booking hours show different availability than what I have set in the staff page
      • I am a third party processor/reseller, can I work with SimpleSpa?
      • My staff will work on a different schedule on a specific date, can SimpleSpa handle this?
      • My online booking is not showing availability although I am available in my calendar
      • SimpleSpa HIPAA
      • How does SimpleSpa transmit data securely?
      • How is the data on the SimpleSpa network protected?
      • Can you provide me with more information about your data centers?
      • SimpleSpa iOS
  • API
    • SimpleSpa Enterprise API
      • Appointment Endpoint
      • Client Endpoint
      • Service Endpoint
      • Staff Endpoint
      • Ideas & Inspiration
      • Integrations
        • Zapier
        • Make.com
        • OpenAI
        • OpenAI & Cron Jobs
        • Ideas: Marketing Campaigns with Zapier, Make.com, Integrately
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  1. Fundamentals
  2. Dashboard

Making a Sale

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Last updated 11 months ago

If you would like to make a sale without an appointment, simply click on the Make a Sale button or the Shopping Cart button on the top of the navigation menu in the Dashboard or Appointments page, the POS window will appear, select the primary payment method used on top and then you will have to set a client, and select at least 1 service, product, gift card or package in order to complete a sale. If you have connected your SimpleSpa account with a credit card processor please how credit cards are processed with SimpleSpa

read here
Make a Sale button on the top Navigation from the Dashbaord or Appointments Page
Make a Sale button in the Dashboard
The SimpleSpa POS