What's Changed In The New Point Of Sale?
Version 1 of our point of sale uses an entirely separate order screen dedicated solely to checking out transactions. Taking payment through this screen requires you to leave the screen you're on (such as the appointment calendar.)
Version 2 of our point of sale uses a "side panel" that slides out over the right-hand side of the screen when you're ready to complete a transaction. This allows you to complete a sale without leaving the screen you're on.
In version 1, there was a "rebook" button on the checkout screen that allowed you to book another appointment. In version 2, checkout takes place directly from the appointment schedule, meaning this button is no longer necessary.
Classes are not currently available in version 2.
Booking appointments by available date and time
In version 1, you could book a new appointment by clicking Appointments > Find Appointment and selecting from a list of available dates and times. This workflow is not currently available in version 2.
Online appointment booking
In version 1, clients could book an appointment online using series, gift cards, memberships, and ACH/ETF. In version 2, clients can only book an appointment online using credit cards and gift cards.
Deposits can only be made with a credit card
In version 1, deposits could be made with multiple payment methods. In version 2, deposits can only be held with a credit card, and this requires integrated merchant account processing.
Adjusting gift certificate/gift card expiration dates
This is only available in version 1.
Adjusting gift certificate/gift card balances
In version 1, you could manually adjust the balance of a gift card after it was sold. Because this could result in reporting discrepancies, version 2 requires you to void the original sale and assign the correct value.
Gift certificates/gift cards are no longer tied to a specific service or package
In version 1, gift certificates could be sold either for an amount of credit or a specific service/package. In version 2, gift cards are only sold for credit and can be redeemed for anything.
In version 1, survey could be created and sent to customers via email. Surveys are not currently available in version 2.
System theme color
In version 1, you could choose a custom color for your software. Version 2 uses blue branding and it cannot be changed.
In version 1, loyalty points could be awarded to customers and redeemed at checkout. This is not currently available in version 2. We recommend using the Marketing Suite referral tracker or Perkville instead.
Packages can't include series or products
In version 1, both series and products could be included in packages. In version 2, only services can be added to a package.
Mailchimp is no longer supported in version 2. We recommend using the integrated Marketing Suite to build and schedule your email campaigns.
Specials can't be used to add a premium to an order
In version 1, you could use specials to add a premium charge to an order (as opposed to discounting it). This is not supported in version 2.
Credit cards are now required when selling a membership
We've greatly reduced the number of choices you have to make when selling a membership in version 2. As part of this revamp, a stored credit card is now required every time a membership is sold. This ensures clients will always have a valid payment on file for their automatic monthly charge.
Recurring membership charges are automatic
In version 1, setting up recurring membership charges required a number of extra steps. In version 2, recurring membership charges are fully automated.
Custom charge dates are no longer supported
In version 1, you could choose a custom charge date for a customer during checkout. In version 2, the membership charge date is always the same day that the membership is sold.
In version 1, you could create multiple payment plans per membership. In version 2, only one payment plan can be used per membership. You will now need to either update the membership plan, or create an entirely new one.
Membership benefits can only be used for services
In version 1, benefits could be used for products, classes, and packages. In version 2, they can only be used for services.
Point of sale
Appointments are now checked out directly from the calendar
In version 1, taking payment required leaving the appointment calendar entirely. In version 2, a side panel slides out from the right side of the screen so payment can be taken directly from the calendar.
New sales can be completed from the page you're on
In version 1, starting a new order required leaving the screen you were working on. In version 2, a side panel slides out from the right side of the screen so payment can be taken directly from the current screen.
Tipping is now fully integrated
In version 1, the tipping step was often passed over and led to workarounds like line item tips. In version 2, tipping is integrated into the payment workflow and is even available after the order is closed.
Tipping is now available on closed orders
In version 1, tips could only be added while taking payment. In version 2, tips can be added to closed orders.
Please note that tips will always appear in your reports on the day of the original transaction; i.e., a tip added to an order from yesterday will appear on yesterday's Sales and Payroll reports.
Quick add products are no longer necessary
In version 1, frequently sold products could be tagged as Quick Adds so they could be easily sold during checkout. In version 2, quick adds are no longer supported because products are accessible with a single click.
Adding multiple quantities of a product to an order
Version 1 included a "quantity" field that allowed you to adjust the item count in the cart. This is not yet available in version 2, meaning the product needs to be added multiple times.
Partial refunds are no longer supported
In version 1, you could choose a specific dollar amount when refunding an order. In version 2, you'll need to refund either an individual item or the entire order.
Credit accounts are replaced by store credit
In version 1, credit accounts were used to issue house credit to customers. In version 2, this is replaced by a store credit feature that shows up as a gift card on the client's profile.
Please note that you will need to charge any customers with outstanding credit account balances before switching to version 2. Any money owed to customers on a credit account can be issued in the form of a gift card.
Paypal, Groupon, and SpaFinder payments are no longer supported
In version 2, vouchers must be redeemed outside of Booker. You can then use a custom payment type to account for the order in Booker.
Custom receipts are no longer supported
In version 1, you could change the look and printing style of your receipt through Payment Settings. This isn't currently available in version 2.
ACH info is no longer stored in Booker
In version 1, you could enable the ACH payment type through the Billing tab. This didn't charge the customer directly, but allowed you to store the client's ACH information so it could be charged outside of Booker.
This is not available in version 2; we recommend creating an "ACH" custom payment type to account for these orders instead.
PMS/Post to Room payments are no longer supported
In version 1, you could integrate with a PMS/Post to Room service to directly charge a customer's guest room. This is not supported in version 2. We recommend using a custom payment type instead and completing the sale outside of Booker.
Service charges are no longer supported
In version 1, you could set up a service charge that would be added to as an additional fee to your orders. In version 2, you will need to set up this fee as a tax or a separate product/service.
Viewing order details from within a report
In version 1, viewing order details required leaving the report you were on. In version 2, a side panel slides out over the screen you're viewing.
Version 2 is only available in English
In version 1, more than one language could be enabled for your site. Version 2 is currently only available in English.
Profiles for children and pets are no longer supported
Parent-child and pet accounts are not supported in version 2. Every customer must have their own profile.
Both Firefox and Chrome are now supported for printing
In version 1, Firefox was the only supported browser for receipt printing. In version 2, either Firefox or Google Chrome can be used.