Recording a Sale

The SimpleSpa POS can be accessed either in an appointment by clicking , or in the dashboard in the

Appointment Pay Now This is accessed only via an appointment, the customer information is automatically assigned, and automatically the service assigned in the appointment is added in the POS, for fast checkout. You can select the method of payment, and add additional Services, Products, Gift Cards, Packages (the respective buttons to add those will display if they have been added to SimpleSpa and if available). If a client has scheduled multiple appointments SimpleSpa automatically groups them together and processes all appointment services in the POS, so you will notice all services scheduled for that day by the specific client. Once the transaction is recorded the appointment status is marked as Paid

Walk-in Make a Sale Just like an appointment, but here you can set the client information, and select any services, products, gift certificates and packages the client may want to purchase. This is used for clients coming for a purchase without an appointment.

Transactions When you complete an appointment, or process a transaction, a receipt is generated along with a record of each transaction item. The recorded date is today's date and not the appointment date/time, so in the dashboard you will see the revenue for the transactions processed that specific day. To view all receipts per day you can quickly do that in the dashboard and you can also view the client transactions in the client page by selecting a client

Refunds To refund a transaction you will need to navigate the the Dashboard, and press the View Receipts button. To view all receipts per day you can quickly do that in the dashboard , from this popup each receipt item has an option to refund that transaction