How to add a customer to a POS sale.
Every sale starts as Walk-in. Pick the customer before you take payment so the sale counts towards their history, member price and rewards.
- Who it is for
- Front desk staff and cashiers
- Plan
- Every plan (Basic, Advance and Team)
Pick the customer
- On the POS, tap the customer button in the top bar. It shows Walk-in until you pick someone.
- Type a name, email or phone number in the search box and tap the customer in the list.
- To read a member QR code instead, tap Scan member.
- If the customer has a booking today, the POS offers to load it so you can bill that visit.
- Add the items and press Pay as usual.
What changes once a customer is attached
- Variants with a Member price charge that price instead of the regular one.
- You can sell membership plans, packages and coupons, which always need a customer.
- A Wallet button appears in the top bar to top up or adjust their wallet balance.
- With Member benefits at checkout switched on in Settings > Features, the payment sheet offers their member discount, points and wallet credit before you take the rest.
Change the customer
To switch to another customer, clear the cart first, then pick the new person. To go back to a walk-in sale, choose Walk-in in the picker.
What your customers see
- The sale in their purchase history in the member app, and points or wallet changes on their account.
Common problems
- Why can I not sell a membership?
- A membership or package needs a customer. Pick one with the customer button before adding the plan.
- The customer is not found when I search.
- Search by phone number, which is the most reliable. If they are new, add them under Customers (called Members for gyms) first.
Related guides
More in POS and sales, or start with the getting started guide. Still stuck? Contact us.