All Activities
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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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Paying for another client
This lesson covers three methods for a client to pay for another client. This can be helpful in family or friend situations, like a parent paying for their child’s classes.
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Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
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Client Documents screen
This lesson covers how to create and manage client forms and navigate the Documents screen.
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Managing appointment service categories
After establishing your appointments and getting them on your schedule, you may need to make some adjustments to the structure of your services. This video shows you how to safely modify your service categories and use the advanced options found...
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Voided sales report
In this activity, you'll learn how to locate and understand the voided sales report.
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