In this article, we'll cover how to sell services to clients through the checkout process.
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
From the menu on the right, look for the client want to sell the service to and click on their name.
Then, on the left-hand side, navigate to the menu and select "Services." From the service categories, choose the service you'd like to sell and click on it.
You can add as many services as you want, and they will be added to the client's cart, which you can see on the right-hand side of the checkout section.
Step 3: Finalize Payment
Once you're done adding the services, below them you'll see the total. Click on "Continue," and you'll be directed to choose the payment method. After that, click on "Confirm Payment," and you'll be able to see the invoice.
You can view the invoice under "Financials" and "Invoices" when you open their client card.
By following these steps, you can sell services 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.