Making a sale

You can sell products, packages, Purchase Options, events, or gift cards to clients through your store. You can also apply discounts or redeem eligible rewards during checkout.

When making a sale, keep the following information in mind:

• 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’ll 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 sign 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?
• If a client makes a purchase from a multi-location business that uses a different merchant processor with one or more locations, the merchant processor for the location in which the client’s credit card or ACH information is saved will be used to process the transaction. To change the billing location, choose a different payment method in the client’s Passes & Memberships page. For more information, see Changing a client’s payment method for a Purchase Option.
• To add a gift card to the shopping cart, you’ll have to perform additional actions. For more information, see Selling a gift card.
• You can’t add more than 500 items to the cart. This limit factors in the number of distinct items in a package, so if you offer big packages with hundreds of items (for example, single-visit session passes), you’ll only be able to sell a few of them per checkout.

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. You can also access the store by clicking Make a Purchase on the Client profile Overview page.
5. 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 isn’t available, the sale will automatically be assigned to the location to which you’re currently signed in.
6. 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.
7. 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).
   • Hover over 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’re using a barcode scanner, you can also scan the product to add it to the cart.
8. Apply any changes to items in the shopping cart, as required. For more information, see Managing items in the shopping cart.
   • To change the quantity of an item in the shopping cart, enter a new value in the Qty field under the item.
   • To remove an item from the shopping cart, click the Action button and select Remove from Cart.
   • To remove all items from your shopping cart, click CLEAR CART. In the confirmation popup, click Remove all items.
9. If the client has eligible rewards points, click the Client’s Prizes field and select the eligible prize from the list.
   • If the reward is redeemed on the client’s profile, and the remaining available points on the client’s profile are below the required amount to redeem the prize, an error message will appear when you try to redeem the reward from your shopping cart. To resolve this issue, the reward must be redeemed from the product details page. For more information, see Redeeming a prize for a client.
10. If desired, apply discounts to an item in the cart or the entire cart. For more information, see Applying a discount at checkout.
11. 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 Managing commissions for staff members.
12. If tips are enabled in your store settings and the client wants to leave a tip, enter the tip amount in the Tip field.
13. 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 sign in to the Client Web App or the Achieve Client App.
14. 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.
15. 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, 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. To use multiple gift cards on a single transaction, the gift cards must first be added to the client’s account balance. You can then use the client’s account balance to pay for the transaction.
    • 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.
16. Click Complete. The sale is complete.
    • You can print a receipt or email a receipt to the client at this time. For more information, see Printing receipts and Emailing receipts.
    • If the client purchases a membership or session pass with attendance restrictions and without automatic reconciliation, you can manually reconcile a client’s unpaid sessions by clicking Reconcile Unpaid Visits. For more information, see Membership advanced settings and Session pass advanced settings.