Elevate Staff App: Making a sale

You can purchase productspackages, specific Purchase Options, or gift cards on behalf of a client via the Elevate Staff App. Making a purchase on behalf of a client involves choosing a client, browsing available items, adding a discount, and using one or more of our payment methods.

To make a sale 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 may have to browse the list, use the Search option, or filter the list to find the item.
    • 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 you want to apply a discount to an item, tap the More button next to the item and select Discount. Tap the Type of Discount field and select one of the following options:
      • % Discount – To apply a percentage discount to the item.
      • $ Discount – To apply a specific discount amount to the item.
        1. After selecting the discount option, enter the amount of discount or the discount percentage in the Amount field to apply the discount.
        2. Tap Save.
    • 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.
    • If a staff member should receive a commission, tap Applying Commission For and select the appropriate staff member.
    • If you’re purchasing an Event for a client, you have the option to enter the number of Event instances you want to purchase in the Quantity field. You cannot purchase an Event for a walk-in client. 
    • 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.
    •  If surcharges are enabled in your store settings and you want to change the surcharge amount, tap the Surcharges field and enter the desired surcharge amount. The amount you enter will only apply to this transaction. If the client is purchasing an item with auto-renewal or other auto-payments, future charges will include the original surcharge amount configured under store settings.
      • If you do not want to charge a surcharge to this client for this transaction and any future auto-renewal or other auto-payments on items in this transaction, under the payment method, set the Charge client a x$/% credit card fee. option to OFF.
  12. Tap Complete. The sale is complete.
  13. Tap Email Receipt or No Receipt.  
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