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      How to Sell Packages to Clients Through the Point of Sale

      This article will guide you through selling packages to clients directly at checkout. Clients can then use these purchased packages to book future appointments or pay for services.

      Step 1: Accessing the Point of Sale

      To begin, log into your Pabau account and navigate to the Point of Sale by clicking on the "Create" button located at the top of the screen. From the options provided, select "Sale".

       

      Step 2: Add Package

      From the menu on the right, find the client you want to sell the package to and click on their name.

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      Next, on the left-hand side, go to the menu and select "Packages." Choose the package you'd like to sell and click on it.

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      You can add as many packages as needed; they will be added to the client's cart, which you can view on the right-hand side of the checkout screen.

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      Step 3: Finalize Payment 

      Once you've finished adding the packages, you'll see the total amount listed below them. Click "Continue," and you'll be prompted to select the payment method. After choosing, click "Confirm Payment" to complete the transaction.

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      You can view the invoice under "Financials" and "Invoices" when you open the client's profile. Packages will be stored under the "Packages" section within the client's profile. This allows the client to use their package to pay for their next appointment, which will deduct a session from the package balance.

      By following these steps, you can efficiently sell packages to clients who have had appointments or visited your clinic.

      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.