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:
- Tap the Store tab.
- 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).
- Under Store, search for and select the item you want to sell, and then tap Add to cart.
- Add other items to the Shopping cart, as required.
- Tap the Shopping Cart button to review the cart.
- 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.
- Apply any price adjustments (i.e., modify the price of the item directly) or discounts to the items in the Shopping cart, as required.
- If tips have been set up for the Elevate Staff App, select one of the displayed tip options.
- Tap Make a Payment.
- Select the payment method or methods.
- Tap Complete. The sale is complete.