If you take bookings in person, the Easy Appointment Booking POS extension lets you check in and create bookings all on POS. The booking flows into your dashboard the same way an online booking does.
POS bookings require Shopify POS (the Shopify Point of Sale app) and a Shopify plan that includes POS. Extensions are not available on basic Shopify trial accounts.
Customer Check In and Search
The Check In & Search extension opens today's bookings, and you can move to any other date. Previous, Today and Next sit together on one row. Use it to prepare for today's arrivals, or to check someone's future bookings. Here you can
(A) Search for customers by booking ID or Name
(B) Check in customers with bookings (scanned with QR Code as well)
(C) See bookings per location or across all sites (on our per-location plan)
(D) Hide/show bookings already checked in
(E) Navigate to future or past dates
(F) Add customers from here to the cart for in-store purchases. One click add-to-cart!
Clicking into that customer's booking, staff can see the booking details. Customer’s intake question answers, tags, add-ons, ticket types, and staff internal notes are also shown. From here staff can check them in, add them to the cart to pay, and more.
Enabling Check in via QR code
You can check in your customers with a QR code for easy scanning. Perfect for tickets and premium experiences. Enable this under Settings, Shopify Automation. Scanning works on any device with a camera, including phones.
(1) Ensure your POS has a connected camera. Go to your Device settings and ensure Shopify POS has camera permission
(2) When you open this extension you'll see a button to scan the QR code to check them in
Book an Appointment Extension
The Book an Appointment extension lets you book appointments when you're with a customer you can
(A) Search for and add your customer
(B) Select the service, with dates/times
(C) Check out and pay. The order and booking get created at the same time
Check out a brief video demo below 👇
Open your Shopify Point of Sale App
2. Click "Add Tile"
3. Click App > Easy Appointment Booking Point of Sale
4. Search for customers by Booking ID or Name and check them in
5. Click Check In to check them in. This is a toggle that lets you track to see who has been checked in.
6. Click Add to Cart when ready to pay. This adds the corresponding product and the customer to the cart making it super easy to check out!
Looking for ways for your team to manage bookings with their own permissions? Check out the Team Portal
Have feedback for the POS team? We'd love to hear from your here!
Scoping the bookings list to one location
If you run several locations, link each Easy Appointment Booking location to its matching Shopify location. The bookings list on a register then opens scoped to that location, for whichever date staff are viewing, and they still get a Show all locations option.
You set this up once in the admin, not on the POS device:
In Easy Appointment Booking, go to Settings > Locations.
Find the location you want to connect.
In the Point of sale location dropdown, choose the matching Shopify location.
Repeat for each location where you use Shopify POS.
If you see Update the app to link POS locations, follow that link and approve the new location permission first. An open POS check-in screen picks up admin changes within about a minute.
Services with no location assigned keep appearing, so staff do not lose access to unassigned bookings.
Point of Sale Link
The alternative to the extension is using POS Link. This requires authentication to your Shopify Admin to use, so not as ideal for delegating to staff. Here's how it compares
This extension lets you
(A) Add a Booking
(B) Reschedule Bookings
(C) Edit Events
(D) View Revenue & Booking Analytics
Here's how to set this up:
Open your Point of Sale App, Click "Add Tile"
Click Link > Enter the URL
Enter your store URL followed by "admin/apps/digital-appointments"
For example, if my store is ray.myshopify.com, I would enter ray.myshopify.com/admin/apps/digital-appointments
Name is something you would recognize as you use your POS, like EAB
Note: you may have to login to your account for the first time on this setup, but afterwards it will be clickable without requiring a login.
Now you can open up the app to take and manage bookings!
I need my team to manage bookings that aren't able to easily on POS. What do I do?
Our most popular tool for this is the team portal - a login specific to your team members that lets them see bookings relevant to them (or at a single location). This lets you delegate to your team with ease!
Please see here for more!
Both the UI Extension and Link are available on all plans!
Taking Payments on POS
At this time, payments taken through Shopify POS are full payments only.
The typical flow looks like this:
The customer makes the booking (often as a $0 booking if you’re collecting payment in person)
When they arrive, you open Shopify POS
Add the booking/product to the cart
Collect the full payment directly through POS
⚠️ Deposits are not supported through POS at this time.
If you are using deposits, we recommend collecting the remaining balance via the Team Portal instead.
Frequently Asked Questions
1. Do draft orders appear in POS?
No. Draft orders do not appear in POS at this time due to a Shopify limitation.
2. What happens when I check in a customer from POS?
Checking in a customer from POS will update the check-in status on the booking inside the Easy Appointment Booking app. This helps keep your booking records in sync.
3. What happens when I add a booking to the cart from POS?
When you add a booking to the cart from POS, it:
Adds the correct product
Associate it with the customer
Allows you to quickly proceed with payment
This is designed to save time at checkout.
4. Are deposits supported in POS?
No, deposits are not supported through POS at this time.
If a booking was made with a deposit, we recommend:
Using the Team Portal to collect the remaining balance
Or collecting payment outside of the POS, depending on your workflow