In this article, we'll guide you through the process of selling a package in the Point of Sale within Pabau.
Step 1: Log into Pabau and Access Point of Sale
Log in to your Pabau account, click on the "Create" button at the top of the page, and then select "Sale" from the dropdown menu to access the Point of Sale.
Alternatively, open the client card of the client you want to sell a package to, click on the plus sign in the bottom right corner, and choose "Sale". This will also lead you to the Point of Sale.
Step 2: Choose the Client and Access Packages
In the Point of Sale, select the client (automatically pre-populated if accessed from a client card). Click on "Packages" to view available packages.
Choose the desired package you want to sell to the client. Click on "Continue" in the bottom right corner to proceed.
Step 3: Complete the Transaction
Choose the preferred payment method.
Click on "Charge" in the Add Payment menu.
Confirm the payment by clicking on "Confirm Payment."
Step 4: Review in Client Card
The sold package will be visible in the client card under "Packages." From here, you can monitor the remaining sessions the client has left.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Packages article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.