You can set up chip and PIN card readers to process debit and credit card payments for your business. You must order the chip and PIN card reader from your merchant processor and then create a custom payment method for clients to use at the store checkout. Debit and credit […]
Store settings
You can configure the settings for your store through your store settings page. These settings will be applied to all transactions at your location. The table below provides an explanation of how each setting works. Setting Description Currency The currency that your business uses is displayed in this section. You […]
When making a sale to a client, you can assign a staff member to receive commission for the purchase. Before a staff member can be assigned to receive commission for a client’s purchase, you must enable commissions in your store settings and set up a commission pay rate for the […]
You can save a client’s credit card information as a payment method to their profile. This information can be added directly to the client’s profile or saved at checkout when making a sale. After a credit card is saved, you can set a credit card as the default payment method, modify a saved credit card, or remove a […]
You can customize your sales receipt by adding custom text or notes to them. A sales receipt is a receipt that is sent to the customer when a staff member processes a sale on behalf of the customer at the point of sale. Adding custom text or notes to your […]
In addition to WellnessLiving’s default payment methods, you can create, modify, and delete custom payment methods. Custom payment methods are additional payment methods clients can use at checkout. All account type custom payment methods (e.g., insurance) must be added to a client’s account before they can be used. To enable […]
You can allow clients to tip your staff members by enabling tips in the store settings. With tips enabled, you can also set up predefined tip amounts, which allow tips to be quickly added when booking an appointment for a client on the Elevate Staff App. Calculation of tips are […]
Revenue categories are a way to track and analyze sales activity. When creating or modifying a service, Purchase Option, package, gift card, product, Book-a-Spot asset, or Groupon deal, you have the option to assign it to one or more revenue categories or create new revenue categories. You can assign a revenue category when you want to organize and filter data using specific variables for sales or income reports. This normally applies to primary groups like Appointments or secondary groups such as massages, facials, or spa treatments. When you […]
You can configure your business’s currency and the taxes for products and services sold in your store. Your currency is dictated by the region in which your business is located. If you include taxes in the prices of your services, then you do not need to set tax values. Whatever […]
All default payment methods available in WellnessLiving are enabled by default. You can enable or disable any of your default or custom payment methods payment methods, as well as configure which credit card types are accepted at your business.These payment methods apply to both your online store and POS terminals […]