How to Sell Services to Clients Through the Point of Sale

In this article, we'll walk you through how to sell services to clients using the Point of Sale in Pabau.

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 Service

On the right-hand side, find and select the client you want to sell the service to.

image-png-Apr-25-2024-11-16-30-0752-AM (1)

Next, on the left-hand menu, click "Services." Browse through the service categories and click on the service(s) you want to sell.

image-png-Apr-25-2024-11-17-48-8897-AM

You can add multiple services, and they’ll appear in the client’s cart on the right-hand side of the screen.

image-png-Apr-25-2024-11-18-42-5646-AM

Step 3: Finalize Payment 

Once you've added all the services, review the total below the cart. Click "Continue" to proceed to the payment options. Choose the appropriate payment method and click "Confirm Payment."

After completing the transaction, the invoice will be generated automatically.

image-png-Apr-25-2024-11-19-21-9867-AM

You can find the invoice later by opening the client’s profile and going to "Financials" > "Invoices."

By following these steps, you can easily sell services to clients directly through the Point of Sale— even if they don’t have a scheduled appointment.


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.