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

Select the client

Search & select the client's name, (or create them as a New Client), then click Create Ticket.

Create Ticket button

3

Add items to the ticket

The screen will refresh to show a blank sales ticket. Add Products, Services, or Specials by using the icon.

4

Adjust prices if needed

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.

5

Collect payment

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

Collect payment button

6

Add tips if needed

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

7

Enter the tip

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

Enter tip

8

Close the tip screen

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

9

Close out the ticket

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

Close out Ticket

10

Choose a receipt option

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.