You may post an Activity sale directly to a Guest’s POS profile. This is unassociated with Visual Book, so you will not see the physical appointment on your books.
However, you will see this sale under the Guest’s Purchase History and all related Sales reporting, just like a regular booking.
To Add a Single Activity Sale
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To Add a Single Activity Sale
Step 1:
Open a POS Guest Profile
Step 2:
Select “Activities Package”
Step 3:
“Sold By” refers to a User – this will default to the User that is currently logged in, but you may select another User from the dropdown list
NOTE: If you have a commission structure set in place for selling Activities, you want to make sure to assign the correct “Sold By” User
Step 4:
Search the Activity Name
NOTE: All search functions have the option to search all fields. Leave the search box blank and select “Search” – this will populate all items within that field
Step 5:
Select the Activity – all sales data will automatically populate
Step 6:
The Date will automatically populate to the current date
Step 7:
Select the Provider that performed this Activity from the dropdown list
NOTE: If you have a commission structure set in place for performing Activities, you want to make sure to assign the correct “Performed By”
Step 8:
Select the Facility that this Activity was performed in from the dropdown list
Step 9:
Select the Equipment that was used to perform this Activity from the dropdown list – if applicable
Step 10:
Enter in the Quantity desired if other than 1
Step 11:
The Price will automatically populate to the configured price, but you may enter a different amount here
Step 12:
Enter a $ amount discount or select the box to select one of your configured Master Discounts
Step 13:
Service Charge and Taxes will automatically be calculated based on the configured amounts, but you may enter a different amount here
Step 14:
Enter a $ amount Gratuity, or enter the desired percentage and select “Calculate”
Step 15:
Total will automatically populate
Step 16:
Select “Save” – you added an Activity Sale!
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If you wish to continue adding another Activity Sale, select “Save and Add New” to repeat the process!
