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. Under Location, select the location to which the sale should be assigned. This option is only available if the Staff members must select a location at checkout store setting is turned on. If this option is not available, the sale will automatically be assigned to the location you are currently signed in to.
  3. 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).
  4. Select the category in which the item you are looking for is located.
  5. Search for and select the item you want to sell, then tap Add.
    • You can also tap the item for more information, then tap Add to Cart.
  6. Add other items to the Shopping cart, as required.
  7. Tap the Shopping Cart button  to review the cart.
    • If a Purchase Option with a contract is in the cart, tap Sign Contract, then tap one of the following options:
      • Customer Declines
      • Skip Contract
      • Customer Will Sign
        • After taping this option, the client must add their signature, tap I agree to use Electronic Signatures, and then tap OK.
  8. To see the details of an item, swipe left and tap Edit.
    • Tap Remove from Cart to remove the item.
    • Apply any price adjustments (i.e., modify the price of the item directly) or discounts to the items in the shopping cart as required.
    • Tap Save to keep it.
  9. If tips have been set up for the Elevate Staff App, add a tip.
    • Select one of the displayed tip options.
    • Next to Tips, enter a custom tip.
  10. Tap Make a Payment.
  11. Select the payment method or methods.
    • Tap Split Payment to pay with multiple methods.
      • Select an additional payment method.
      • Under Payment Amount, enter the value that will be paid with each payment method.
  12. Tap Complete. The sale is complete.
  13. Tap Email Receipt or No Receipt.  
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