Elevate Staff App: Making a purchase

You can purchase products, packages, specific purchase options, or gift cards on behalf of a client using the Elevate Staff App. Making a purchase in this way involves choosing a client, browsing available products, adding a discount, and using one or more of our payment methods.

For more information on Elevate, see The Elevate Staff App.

To make a purchase from the Elevate Staff App:

  1. Tap the Store tab.
  2. Do one of the following:
    • Tap Search for a Client, type the client’s name, and then select the client.
    • Tap Add a New Client to create a new client profile, and then tap Save.
    • Tap Walk-In to make the purchase anonymously (i.e., without associating the purchase with a client profile).
  3. Under Store, search for and select the item you want to sell, and then tap Add to cart.
  4. Add other items to the Shopping cart, as required.
  5. Tap the Shopping Cart button  to review the cart.
  6. To see the details of an item, swipe left and tap Edit. Tap Remove from Cart to remove the item, or Save to keep it.
  7. Apply any price adjustments (i.e., modify the price of the item directly) or discounts to the items in the Shopping cart, as required.
  8. If tips have been set up for the Elevate Staff App, select one of the displayed tip options.
  9. Tap Make a Payment.
  10. Select the payment method or methods.
  11. Tap Complete. The sale is complete.
Was this article helpful?
(43 out of 43 people found this article helpful)
Still need help? Contact us
Cancel