Elevate Staff App: Reconciling unpaid visits

The Elevate Staff App allows staff members to reconcile a client’s unpaid visits.

If a client has an unpaid visit on their account, you can reconcile (i.e., pay for) the unpaid visit from the attendance list.

If you are reconciling an unpaid visit with a time-sensitive Purchase Option (e.g., a 3-month membership), the activation date of the Purchase Option automatically changes to the date of that unpaid visit. This change occurs if the Purchase Option was purchased and activated on a later date than the unpaid visit (e.g., reconciling an unpaid visit that occurred two months ago using a Purchase Option activated a week ago). This means that the Purchase Option may expire before the present date if your client buys a short-term Purchase Option to pay for an old unpaid visit (e.g., client buys a Purchase Option that expires in a week to pay for an unpaid visit two months ago).

NoteYou can only reconcile unpaid visits with Purchase Options applicable to the service.

To reconcile an unpaid visit from the Elevate Staff App:

  1. Tap the SCHEDULEtab. 
  2. Tap a session in the schedule. 
  3. Under the name of the client with an unpaid visit, tap the Edit button .
  4. Tap Go to Store 
  5. Next to an applicable Purchase Option, tap Add.
    • Tap Add next to any other item you want to add to the client’s shopping cart. You may have to browse the list, use the Search option, or filter the list to find the item.
      • An item can only be added to the client’s shopping cart, if you have enabled QUICK Buy for that item.
  6. 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 tapping this option, the client must add their signature, tap I agree to use Electronic Signatures, and then tap OK.
  7. 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.
    • Apply a staff commission by setting a commission rate and selecting the staff member.
    • Tap Save to keep the item.
  8. 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.
  9. Tap Make a Payment.
  10. 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.
  11. Tap Complete. The unpaid visit has now been reconciled using the newly purchased Purchase Option.
  12. Tap Email Receipt or No Receipt.   
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