Aplikacioni

Për partnerët Një situatë reale

A client wants to commit. Sell a membership, a package and a gift card.

Sell a membership, a package of sessions and a gift card in one sale, go through the membership terms with the client, then pay for the next visit with a package session.

8 hapa · Udhëzues praktik me zë prej 1:23· Titra dhe udhëzime me shkrim

Regjistruar në një hapësirë pune demo. Me shpjegim me zë dhe titra të aktivizuara.

Ky regjistrim nuk është ende i disponueshëm në gjuhën tuaj, prandaj luhet në anglisht.

1

Start the sale

Open a cart and attach the client. Memberships and packages belong to a client, so attach them before you add anything.

Situata

Zbatojeni në praktikë.

A regular loves their facials and wants to commit: the monthly membership, a bundle of four facials, and a gift card for a friend. Sell all three in one go, then show how their next facial is paid from the bundle.

Çfarë do të mësoni

You can sell memberships, packages and gift cards at the till, and redeem a package session as payment.

Përpara se të filloni

Selling needs point-of-sale permission. Attach the client first: memberships and packages belong to a client, and the gift card goes on their account.

Kini parasysh

The client agrees to a membership's terms before you take payment; a pay link lets them agree on their phone instead. A gift card handed to the buyer sends no email, and its code shows on the sale. A package session is used by choosing Package as the payment method.

Provoni vendimin

The buyer will give the gift card to their friend themselves. Which delivery do you choose?

Lexoni udhëzuesin e plotë
  1. 1. Start the sale

    Open a cart and attach the client. Memberships and packages belong to a client, so attach them before you add anything.

    A new cart with the client attached.
  2. 2. Add the membership

    Choose Memberships and pick the plan. It joins the cart at its first payment.

    The membership plan added to the cart.
  3. 3. Add the package

    Switch to Packages and pick the bundle. Its sessions go on the client's account once it is paid.

    A package of four facials added to the cart.
  4. 4. Add the gift card

    Switch to Gift card and enter the amount. Choose Hand to buyer when they will pass it on themselves; Send to recipient now emails the code to the person you name once the sale is paid.

    A fifty dollar gift card set to be handed to the buyer.
  5. 5. Go through the membership terms

    Continue to tip. Before payment, checkout shows how the membership sessions work; go through it with the client and choose The client agreed.

    The membership terms to go through with the client before payment.
  6. 6. Take payment

    Choose the client's tip or No tip, continue to payment and take it, here on the card terminal. The completed sale shows the gift card code to hand over.

    The completed sale with the gift card code to hand to the buyer.
  7. 7. Book the next facial

    On the next visit, open a cart for the client and add the treatment. Their membership and package show beside the cart.

    The next visit's cart, with the client's membership and package shown beside it.
  8. 8. Pay with the package

    At payment, choose Package. It shows the bundle and the session it uses; Redeem 1 session pays with that session instead of money.

    The facial paid in full with one session from the package.

Mësoni më shumë

Detajet, kurdo që ju nevojiten.

Redeem a gift card, package, or membership at checkoutMembershipsPackagesGift cardsKthehu te Akademia