How it works
You can add products from your catalogue straight onto an appointment. The price comes from the catalogue, you can change it for that one sale, and stock is taken off for you.
Add it to the appointment when the sale belongs to the visit. Use an invoice when you want to bill separately or after the visit.
Add it on the appointment
Open the appointment
Go to CRM > Calendars > Calendar View and click the appointment.
CRM› Calendars› Calendar ViewClick + Add product
In the appointment window, click + Add product and choose from your catalogue. Add a few if they buy more than one.
Change the price if you need to
Override the price for this appointment only, for example a discount for a regular. The catalogue price doesn't change.
Save and check stock
Save the appointment. Then check the product's stock. It should have dropped by what you sold.
The products sit on the appointment with the right price, and your stock count goes down.
Next up
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Send an invoice
Four ways to bill a customer: a one-off invoice, a recurring one, a link you send yourself, or a pay-now link in the chat.
- 1New Invoice
- 2Customer, number and dates
- 3Add the work, GST and any discount
Add GST to your products
Make sure the GST on your invoices, forms and online sales is added correctly, so customers see the right total.
- 1Start the invoice
- 2Add your items
- 3Add the GST line
Sell products online
Add your products and put them in a simple online store.
- 1Add your products
- 2Create the store
- 3Add products and payments
Set up a service menu with staff, prices and durations
Customers pick a service (cut and colour, full detail, 60-minute massage), then a staff member and a time. One page, your whole menu.
- 1Open Services
- 2Make a category for each group
- 3Add each service