Creating a New Ticket

If a client who is not on your Schedule needs to pay for a service, purchase a product, purchase a Gift Card, etc.. you will need to create a New Ticket.

1.     Go to Tickets > New Ticket

2.     Search & select the client's name, (or create them as a New Client), then click Create Ticket
Create Ticket button
 
4.     The screen will refresh to show a blank sales ticket. Add Products, Services, or Specials by using the rtaImage (1) icon
 
5.     If you need to adjust the price of Service(s) or Product(s), you'll click within the white price box and make any changes OR use the blue "Discount" button
 

6.    Click Collect Payment in the top, right corner once you are ready to record the payment(s) & close the ticket
Collect payment button 

7.    If you do not use an integrated credit card processor, you will need to add any tips to the transaction before recording payment(s). Click Manage.
Tips manage button

8.    Enter the amount and choose which employee it is going to, then click Add
Enter tip

9.   Click Close on the tip screen once done adding all tips

10. Enter the amount the client is paying next to their payment type, then click Close Out Ticket

Close out Ticket

11.   You can choose to Print a receipt, Email a receipt, Both, or Neither
Print Email Receipt



* If the client making a purchase does not wish to give their information, you can always use the
House Sale
ticket option instead.