Applying a Discount
Learn how to apply discounts to individual items or all items in a sale at the POS screen, choosing …
How to Assign an Existing Service to a Different Employee
Learn how to reassign an existing service to a different employee via the calendar or POS system, …
How to Use a Barcode Scanner
Learn how to efficiently use a barcode scanner for point of sale productivity by setting it up, …
How to Hold Transactions
Learn how to hold transactions in your Point of Sale system to speed up checkout times by preparing …
How to Open a Cash Drawer
Learn how to open a cash drawer using a traditional method involving connecting the cash drawer to a …
How to Sell a Gift Voucher
Learn how to sell gift vouchers using a two-step process and customizable options, such as voucher …
How to “Split” a Bill
Learn how to efficiently split bills in Client Diary by following these easy steps in the POS, …
How to Change the Paying Client in the POS
Learn how to change the paying client in the Point of Sale (POS) system by selecting the client name …
How to use EziPay, SalonPay, BeautyPay etc
Learn how to efficiently utilize credit payment providers like EziPay, SalonPay, and BeautyPay with …
Receipt Overview
Learn how to easily generate and send receipts to clients using Client Diary, whether at the point …
Refunds
Learn how to process refunds in Client Diary, including setting up a refund service, refunding from …
How to Take a Customer to POS
Learn how to efficiently guide a customer to the point of sale in your business by following these …
How to Zero a Credit When the Client Doesn’t Show
Learn how to zero a credit in Client Diary when a client misses an appointment by following these …
How to Process a Transaction / Charge a Customer
Learn how to process a transaction and charge a customer seamlessly from selecting the appointment …
How to Take a Class to the Point of Sale
Learn how to smoothly transition a class booking to a sale by selecting the class on the calendar …
How to Take an Appointment to the Point of Sale
Learn how to seamlessly transition from scheduling an appointment in the calendar to processing the …
Quoting a Customer
Learn how to create and print quotes for customers efficiently using Client Diary via the Calendar …
Taking Payment for a Service Bundle
Learn how to process payments for a booked Service Bundle, including making adjustments and …