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Quick sale is how you sell something that isn’t a booking: a product off the shelf, a package of classes or sessions, or a membership. You pick what to sell, and the same cart you use for a booking opens to take payment.

Make a quick sale

1

Open Quick sale

On the Calendar, select Quick sale at the top. On a narrow screen it’s the lightning button. Then choose Products, Packages or Memberships.
2

Choose the client

Under Select client for sale, search for the client in Client, or select Add new client. Sold by starts as you; change it if someone else made the sale. Then select Next.
3

Choose what you're selling

Under Select items, select the package, membership or product. Each shows what it gives and its price.
4

Take payment

The Review cart opens with the item. Choose the payment method under Payment, then select Complete transaction. See Check out a client.
The calendar with the Quick sale menu open, listing Products, Packages and Memberships

The Quick sale menu on the calendar

You see “Payment recorded.” and the Sale details, with Send receipt to email the client a receipt. The sale is in your sales history, and a package or membership shows on the client’s profile, ready to use.

Start from a client’s profile

When you already have the client open, go to Clients, select them, then Quick sale next to Book appointment and choose what to sell. The calendar opens with the client already chosen, so you only select Next and pick the item.

Sell a product

Products opens straight on your products, with the sale going to Walk-in. Select Choose a client first if you want it on a client’s profile. See Sell merch in store and online for sizes and stock.

Good to know

  • The sale is rung up at the location the calendar shows. A package sold only at other locations can’t be sold here: “That package isn’t sold at this location.”
  • A package or membership needs a client. Only a product can go to Walk-in.
  • If you close the cart before taking payment, the sale is discarded. Nothing is owed and nothing goes on the client’s record.
  • To add a product to the same sale, select + (Add to cart) in the cart, then Product. A second package or membership is its own quick sale.
  • One sale takes one payment method. You can’t split a sale between cash and GCash.
  • A sale is changed with a refund, or voided the same day. See Refund or void a sale.
  • Don’t see Quick sale? Ask an owner to give you the Checkout clients permission. It also shows only the kinds your business sells: Packages needs the Packages feature on, and so on.