Making a sale

You can sell products, packages, purchase options, events, or gift cards to clients through your store. You can also apply discounts during checkout.

Shopping carts will automatically save their contents for a specific client. For example, if you add three items to a client’s shopping cart and then select a new client, an empty shopping cart for the new client will be displayed. When you go back to the original client, you will see the three items still in their shopping cart. Up to six client shopping carts can be saved at any given time, as well as one walk-in shopping cart. Saved shopping carts will be cleared when you log out of WellnessLiving.

In multi-location businesses, revenue from completed sales is assigned to a specific location in WellnessLiving. For more information, see FAQ: How is location revenue tracked?

To add a gift card to the shopping cart, you will have to perform additional actions. For more information, see Selling a gift card.

NoteIf you apply one discount to an individual item in the shopping cart, then apply another discount to the entire cart, the discount on the individual item will first be subtracted from the original price of the item to calculate the cart’s subtotal, and then the discount applied to the entire cart will be subtracted from the subtotal to calculate the cart’s total.

For example, if item 1 in the cart has a price of $100 and a discount of 20% is applied to the item and item 2 in the cart has a price of $20, the subtotal for the cart will be $100. Then, if a discount of 5% is also applied to the entire cart, the cart’s total will be $95.

For more information on applying discounts to individual items in the shopping cart, see Managing items in the shopping cart.

To make a sale:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Store. You can filter the list by entering Store into the Search field.
  4. Under CHOOSE 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 to which you’re currently signed in.
  5. Select the client to whom you are making the sale in one of the following ways:
    • To select an existing client, under SEARCH CLIENT, type the client’s name, and then select the client.
    • To create a new client, click ADD CLIENT to create a new client profile, and then select the client.
    • To make the sale anonymous and not have it associated to a client profile, click WALK-IN. Walk-ins can only purchase products and gift cards.
  6. Under Products and Services, search for each item you want to sell, select the item(s) or hover over them to view their details, and then click Add to cart.
    • To sort items in the store, click the Sort button and select one of the following options:
      • Date – The items will be sorted based on the date they were created. Items can be listed with the most recently created item listed first (Newest on top) or the oldest item listed first (Oldest on top).
      • Name – The items will be sorted in an alphanumeric order. Items can be sorted A-Z (Ascending) or Z-A (Descending).
      • Price – The items will be sorted based on their price. Items can be sorted with the lowest priced item listed first (Low to high) or the highest priced item listed first (High to low).
    • Click MORE DETAILS on an item to view the description or image(s) for that item. The item information displayed is taken from the item’s settings.
    • If you are using a barcode scanner, you can also scan the product to add it to the cart.
  7. Apply any required changes to items in the shopping cart, like changing quantities or applying individual discounts. For more information, see Managing items in the shopping cart.
    • To remove all items from your shopping cart, click CLEAR CART. In the confirmation popup, click YES.
  8. If the client has eligible rewards points, click the Eligible Rewards field and select the appropriate option from the list. Click Apply $[dollar value] Off to apply the eligible rewards to your cart.
  9. If desired, apply discounts to an item in the cart or the entire cart. For more information, see Applying a discount.
  10. If you have commissions enabled in your store settings, you can assign a staff member to receive commission for the purchase. For more information, see Enabling and assigning commission to a staff member.
  11. If tips are enabled in your store settings and the client wants to leave a tip, enter the tip amount in the Tip field.
  12. If one of the items in the shopping cart is a purchase option with a contract, click Sign Contract. Otherwise, click Proceed to Checkout.
    • If you clicked Sign Contract, the client must review the contract, and you must click one of the following options:
      • Customer Declines – The client doesn’t want to sign the contract. Click this button to remove the purchase option from the cart and proceed to checkout with the rest of the cart contents.
      • Customer Agrees – The client wants to continue with the purchase. To select this option, the client must first provide their signature under SIGNATURE OF PARTICIPANT AND/OR LEGAL GUARDIAN/PARENT OF PARTICIPANT UNDER 18.
        • If the client will be using a signature pad to provide their signature, click USE SIGNATURE PAD.
      • Skip Contract – The client will sign the contract later but wants to continue with the purchase. The client will be prompted to sign the contract the next time they log in to the Client Web App or the Achieve Client App.
  13. If you have custom notes enabled in your store settings, you can add a custom note to your receipt. For more information, see Adding custom text or notes to your sales receipt.
  14. Select each payment method the client wants to use. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required.
    • If you select Gift Cards, you must enter the required code, and the amount on the gift card will be entered automatically. Only a single gift card can be used at checkout.
    • If you select Virtual Terminal, Card Swiper, or ACH, and surcharges are enabled in your store settings, you can change the surcharge amount for this transaction by entering a new amount in the Surcharges field. If the client is purchasing an item with auto-renewal or other auto-payments, future charges will include the original surcharge amount.
      • If you don’t want the client to pay a surcharge 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 $[value]% processing fee option to OFF.
    • You can select Virtual Terminal, ACH, Card Swiper, and Check multiple times to split the payment between different cards, accounts, or checks.
  15. Click Complete. The sale is complete.
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