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How to sell a retail product.
How to sell a retail product.

Walk-in retail sale but no booking? No problem!

Phoebe Davis avatar
Written by Phoebe Davis
Updated over a week ago

If a client is purchasing a retail product but doesn't have a booking, you can still add the purchase history to their profile for future reference.

Watch this handy video to find out how to add a retail product to a client profile now!

You can also read through these simple steps to find out how to add a retail product sale to a client profile.

Click 'Retail Sale' and then 'Sell product' on the calendar page to start.

This will bring you to the below page! Here you can add the product as normal and check out if the purchaser does not have a client profile.

If you would like to add the sale to a client profile then please follow these steps!

Click 'Remove' on the top right hand corner.

Next, click 'Add client'. Search for the clients name and select them from the drop-down.

Search for the product you are selling or scan using your Stock Management app to add to the checkout.

If the product sale needs to be associated with a particular staff member, this can be changed here also by clicking their name under 'staff member' and selecting the correct person from the drop-down.

If you would like to use this client's deposit/credit on account towards this product, simply find and add their deposit here!

You can now complete checkout as normal. Simple!

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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