How to Manage Reservations in SalesPlay POS

Introduction

The Customer Reservation feature in SalesPlay POS allows businesses to reserve customer services or orders in advance. This can be done via telephone, online, or any other method. For example, in a salon, this feature helps book a particular hairdresser for a client.

Back Office Setup

1. Log in to the POS Back Office Webportal.
2. Select Settings from the main menu.
3. Go to the Feature section.
4. Turn ON the Service Areas button.
5. Click Save.

Note: Once Service Areas is enabled, the Create Reservation button will appear in the POS App under the three-dot dropdown menu. To access it, you must first create an Other Staff profile.

How to Create “Other Staff”

1. Log in to POS Back Office.
2. Select Users from the main menu.
3. Go to Other Staff.
4. Click Create Other Staff button.
5. Enter the staff names and required details.
6. Select a type from the dropdown menu. (You can create a new type by selecting Create New Type.)
7. Click Save.

POS App Reservation Process

1. Open the POS App and go to the main menu.
2. Select New Sale.
3. Click the three-dot button on the top-right corner.
4. Click Create Reservation.
5. Select the items or services the customer wants and click Create Reservation button.
6. Add the customer by selecting an existing customer or adding a new one, then click Add to Order.
7. Select an Employee from the dropdown menu.
8. Select a date using the calendar icon.
9. Choose the Other Staff name.
10. Click the starting time, select a time slot, and confirm.
11. Click Save to finalize the reservation.

Once completed, the reservation will be successfully added and viewable in the POS App.