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How do I launch the Point of Sale (POS) system and complete a check out?

Learn how to launch the Point of Sale in order to sell products, credit packages, and memberships.

Leah Cullins avatar
Written by Leah Cullins
Updated over a month ago

Launch the POS

To launch the POS, click the POS button in the top right corner of your screen and search for the customer by name or email.

If the POS button is missing, you might not have the correct permissions or you need to select your location in the Locations tab.

In Customer Account

If you click the POS button from the customer's account, the POS cart will populate with the customer's information, and you do not need to search for their account.

Point of Sale POS

Selecting Products

After selecting the correct customer account, you can find a product using any of the following methods:

  • Type the product name, SKU, or barcode into the search bar.

  • Scroll through the alphabetized product list using the page navigation at the bottom.

  • Use the More drop-down to search by category.

  • Scan the barcode by clicking the search field and scanning. It works like typing and hitting search.

Click the item to add it to your cart.


Check Out

After adding your products to the cart, click Check Out in the top right corner of the POS screen.

Then, you can select your payment type: credit card, account balance, or cash.

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