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CRM

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Sales & POS

Overview

Salespoint (Register)

Using Salespoint

Adding Items to Cart

Product Search & Scanning

Customer Association

Discounts

Tabs (Saving Sales)

Payments

Processing Payments

Cash Payments

Card Payments

Check Payments

Gift Card Payments

Custom Payment Methods

Split Payments

Refunds

Receipts

Transactions

Viewing Transactions

Transaction Details

Adjustments & Edits

Gift Cards

Overview

Creating Gift Cards

Delivering Gift Cards

Redeeming & Balance

Products

Product Catalog

Creating Products

Bookings

Overview

Setting Up Activities

Schedules & Availability

Resources

Bookable Products

The Booking Calendar

Managing Bookings

Participants & Waivers

Cancellation Policies

Waitlist

Online Booking

Cash Management

Cash Drawer Sessions

Starting & Ending Sessions

Daily Closeouts

Reconciliation

Deposit Tracking

Fulfillment

Overview

Shipments & Labels

Packing Slips

Pickup Scanning

Order Batches

Reports

Sales Reports

Filters & Date Ranges

Charts & Visualizations

Integrations

Stripe

QuickBooks Online

E-Commerce

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