Monthly Archives: August 2016

Scheduling Appointments

From the Sales Screen, on the bottom row, click on the Appointments icon.   Sign in with your password to open your Calendar.   At the top of the calendar choose which Location and which date range you would like to view.   Double click on a specific date to add an Appointment.   Add in the name, details, dates/times and location of the appointment.  Be sure to attach the Customer as well.   At the top, you may make this a recurring appointment if this will be a weekly or monthly event.  You may also print an appointment slip Read more

iPad: Making a Sale

Here is a step by step guide to completing a sale in the iPad app. From the Sales Screen, choose a product by tapping on it or searching for it in the search bar at the top of the page.   Add any discounts and then press “Add to Cart.”   In the Shopping Cart add any Additional Discount or Coupon, then press the red “Charge” button at the bottom.   Choose your Payment Method then click the red “Confirm Payment” button when done. PAYMENT METHODS: Card: Swipe or Manually Enter the Card info. Cash: Choose from the cash totals Read more