Through the system, it's possible to sell products by adding them to an appointment, or by processing them as a standalone sale. This guide will walk through how to sell products in both cases.
⚠️ If you haven't yet created products in your system, check out our guide: How to Set Up Product Sales
Product sale with a booking
If a customer wants to buy a product when they come in for an appointment, head to the Timetable and click on their booking. Then, click Add product.
The appointment will now show with a tag icon in the timetable to let you know there is a product sale included.
You can now record a payment for the product and service as normal.
It is important to click the green Mark received to confirm that you have handed the product over to your customer.
Product sale without a booking
If a customer comes into the shop only wanting to buy a product, you can record this by going to your Timetable > Sell a product.
If you would like, you can assign the sale to one of your customers by clicking Link to customer.
You can then record a payment for the product.
It is important to click the green Mark received to confirm that you have handed the product over to your customer.
⚠️ If a product is sold without an appointment booking, we can collect an address from the customer so this can be shipped if your business offers a delivery service.
To enable address collection in these cases, head to Settings > General as pictured below:
Keeping track of product sales
Head to Sell > Sales History to review product sales at the various stages of the sale process.
This section can also be used to view historic sales or record payments for purchases initiated online.
Video Walkthrough
Related articles
How to Set Up Product Sales - Set up and sell products through your booking system in 3 easy steps.
How to Keep Track of Product Stock - Use the inventory to easily keep track of stock of your products.
How to Take a Stock Count - Keep an up-to-date record of your stock levels by taking a quick and easy stocktake.