Overview
Selling memberships and packages in-store is a great way to help clients save on today’s appointment and encourage future visits. Many clients want to use their new perks right away, especially if a voucher applies to the service they’re receiving that day.
To support this, you can sell a membership or package and redeem its perks during the client’s appointment checkout in the same visit. The process has two quick steps:
Sell the membership or package using a Retail-Only sales order
Check out the appointment and redeem the newly added voucher
Step 1: Sell the Membership or Package (Retail-Only Order)
Start with a Retail-Only sales order so the purchase is recorded separately from the service appointment.
Start a new sale and assign it to the client.
Search and add the desired membership or package in the checkout window.
Once added, the membership or package details and perks will show. Collect payment to complete the Retail-Only order.
Once this order is complete, the membership or package perks are instantly added to the client’s profile—no delays or extra steps needed.
Step 2: Check Out the Appointment & Redeem the Voucher
With the perks now active, you can apply any eligible voucher during the client’s appointment checkout.
Begin checking out the appointment as you normally would.
In the checkout window, any available vouchers will automatically appear on the left side. Click the green Redeem button next to the eligible voucher to apply it.
Redeeming the voucher will zero out the price of the applicable service and ensure everything is billed correctly. Continue the checkout process to finalize the appointment.
