Enhance the checkout process for your clients with Fresha's point of sale (POS), designed to integrate every checked-out appointment, product, gift cards, or membership sale into one comprehensive platform.

This guide covers: 

• Getting started 
• Creating new sales
• Checking out appointments 
• Managing new sales 

Getting started

Before using Fresha's point of sale, ensure you have set up payment processing, enabling you to take payments seamlessly through Fresha.

Creating new sales

New sales can be created directly from your Calendar and Client profiles.

To create a sale from your calendar: 

1. Open your Calendar.
2. Click Add and select Sale. 
3. From the client card, click Add client to add a new client, select an existing client, or save as walk-in. 
4. In the checkout view, add items to your cart. Filter items by category or use the search bar.
5. Edit items within your cart if needed, by clicking on the item and applying changes.
6. Select Continue to payment and Add a tip if this setting is enabled.
7. Choose a payment method and collect the payment. 
8. Click Pay now to checkout. 
9. The Sales details view will update and the transaction will be marked as completed.

Checking out appointments

You reach Fresha's point of sale directly in an appointment view when checking out. To checkout from the appointment view: 

1. Open your Calendar.
2. Select an appointment to open the appointment view.
3. Click Checkout to select a different payment method. The Checkout option will always be visible.
4. If you want to add more items to your cart, click Add to cart to view sale items. Filter categories and use the search bar to find items. 
5. When your cart is ready, click Continue to payment and choose a payment method. If the client has a card saved on file, this will be automatically pre-selected. 
6. To add a tip, click the three dots and select Add tip. Alternatively, enable tip settings to show the Tip selection step for every checkout
7. Click Pay now to process the payment.
8. The Sales details view will update and the transaction will be marked as completed.

TOP TIP: You can also checkout directly from the appointment view. Learn more.

Quick actions to manage your sales

Find actionable features in one easy-to-reach list when checking out or creating a sale, by clicking on the three dots.

Add tip

Custom tips can be added to all sales through Quick actions, even when the setting is disabled.

1. Create a new sale or checkout an appointment. 
2. From the cart, click on the three dots and select Add tip.
3. Enter a tip amount or percentage.
4. Click Add tip to apply this to the cart. 

Add sale note

Add sale-specific notes which will be visible for clients on their sales receipts.

1. Create a sale or checkout an appointment. 
2. From the cart, click on the three dots and select Add sale note.
3. Select a team member to adjust who the payment is received by.
4. Enter your sale-specific note. This will be shown on the sales receipt. 
5. Click Add. 

Add service charge

Apply any extra charges to services and items sold at checkout by adding a service charge.

1. Create a sale or checkout an appointment. 
2. From the cart, click on the three dots and select Add service charge.
3. Choose from your available service changes to apply to your cart.  

Save unpaid

Save the sale as unpaid to take payment at a later time. Any tips will be removed when saving a sale as unpaid.

1. Create a sale or checkout an appointment. 
2. From the cart, click on the three dots and select Save unpaid.
3. The Sales details will show with the status highlighted as Unpaid.
4. From the Sales details view, you will be able to choose to Pay now or perform Actions to the sale by Emailing or Printing the invoice, Refunding items, Reassigning team members and tips, Downloading it as a PDF or Voiding the sale. 

Cancel sale

To exit a sale during checkout without saving it:

1. Create a sale or checkout an appointment. 
2. From the cart, click on the three dots and select Cancel sale.
3. Select Yes, exit to confirm you want to proceed and cancel. Any changes made will not be saved.

FAQs

Q. Can I accept multiple forms of payment for a single transaction?

Yes, Fresha's point of sale allows for split payments. Simply select Split payment during the checkout process and choose the payment methods.

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Q. How can I view my daily sales transactions?

Head to the Sales, filter, and export your daily transactions and cash movements.

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Q. How do I assign a cart to a new client?

To change the client attached to a sale, click on Actions on the client card and select Remove client. Once removed, an option will appear to Add client where you can choose another existing client or create one directly within the checkout process before assigning the cart to them.