POS - Search for a Transaction

To tender payment or add a sale, you must open a Guest Profile.

Search

Profile

New


Search

You can search a Guest by Last Name, First Name, Telephone, or Postal Code.

 

To Search a Guest

Step 1:

Select the checkbox with the desired field to search by - the enhanced Guest search functionality allows you to select both First & Last name for more thorough search results 

 

Step 2:

Enter the search field and hit the Enter key or select the binoculars

 

Step 3:

A list will populate with all matching search results

Step 4:

Select the First or Last name - you have opened a Guest POS Profile!

 


Profile

Quickly open a Guest’s Profile

This will open a new Tab and redirect you to the Guest Management Module with the associated Guest’s profile.


New

Need to add a New Guest?

Selecting “New” will redirect you to the Guest Management Module to add a new Guest.

 

To Add a New Guest from POS

Step 1:

Select "New"

 

Step 2:

Enter a Last & First name

 


Step 3:

Select the Guest Salutation, Gender, and Guest Type from the drop down options

 

Step 4:

Select "Save"  - you have added a Guest!
You may now search the Guest in POS to continue processing a sale