Register

How to record a sale#

1. In the menu, open Register → Register.
2. On the left, choose what you are selling: Services, Products, Voucher or Custom amount (with Description and Add).
3. On the right, choose the person who served if needed (field named after your team, e.g. Barber (optional)).
4. Under Payment method, choose for example Cash, Card or TWINT.
5. For cash, enter what the customer hands over in the Given field. The register shows the change.
6. Click Complete sale.
7. Show / print receipt opens the receipt, New sale starts the next one.

On the receipt, Print prints it. Share receipt shows a QR code the customer scans with their camera, or you copy the link.

How to check out a booking#

1. Open the booking in the Calendar or find it under Bookings.
2. Click Check out. The register opens with the booked service.
3. Add products if needed. An online deposit is credited automatically.
4. Choose the Payment method and click Charge appointment.

The booking is then marked as done. With the Team role you check out your own bookings from today directly. For other bookings, Owner approval appears: a person with the Admin role enters their PIN and clicks Approve.

Giving a discount and splitting a payment#

1. For one line, click the percent symbol (Discount) in the cart; for the whole receipt, click Discount on receipt.
2. Enter the discount and choose a reason. With Other, a justification is required.
3. If the customer pays with several methods, click Split next to Payment method and add the methods with their amounts.
4. Enter a tip in the Tip field.

If the discount is above the staff discount limit, a person with the Admin role has to approve it. You set the limit under Accounting → Settings, in Till rules.

How to add a product#

1. In the menu, open Register → Products.
2. Under New product, fill in Name, Category (optional), Price and Stock (empty = none).
3. Click Create.
4. To change it, click Edit in the list, then Save.

With stock set, the register counts down with every sale and warns when a product is sold out. Only the Admin role can delete products.

Issuing and redeeming vouchers#

1. In the menu, open Register → Register and choose the Voucher tab.
2. Under Service voucher (optional), choose a service, or — Value voucher — with an amount.
3. Click Add voucher and complete the sale. The code is printed on the receipt.
4. To redeem it, choose the payment method Voucher in a sale and enter the code under Voucher code (type or scan).

Under Register → Vouchers you see all vouchers with Remaining and Valid until, and you can Block a lost voucher (Team role only with a PIN). You set the validity under Accounting → Settings.

How to do the daily close#

Staff can also record cash movements. In the web admin, only people with the Admin role save the close. In the app, staff can save it too if a person with the Admin role enters their owner PIN.

1. In the menu, open Register → Daily close.
2. Record money you put into or take out of the drawer under Cash movements as Cash in or Cash out and click Record.
3. Count the cash and enter the Opening float and the Counted amount in the Cash count.
4. Check the Difference and click Save day close.

You void a wrong receipt in the receipt list at the bottom with Void and a reason. A separate void receipt is created. After the daily close, a void needs the PIN of a person with the Admin role. Only the Admin role can reopen a saved close with Reopen (owner).

Reconciling card payments with the terminal#

1. In the menu, open Register → Card reconciliation.
2. At the bottom, under Settings, click Turn on reconciliation and add your card terminal under Terminals (Name, Provider, Add terminal).
3. At the register, then choose the payment method Card (terminal) and the Terminal. The fields Last 4 digits / auth code from the terminal slip help with matching.
4. Under Import export file, upload your provider's CSV export, choose for example Detect automatically under Provider format and click Check.
5. If the preview looks right, click Apply.
6. Under To confirm, confirm the suggestions with Confirm and sort out the entries under Open at the register and Provider only.

Card reconciliation is only available in the web admin. Without the Admin role, each of these steps needs the PIN of a person with the Admin role. Never enter the full card number, only the last 4 digits.