Support Center

Sales Channel Setup Articles

  1. Adding Payment Types

    1. From the main dashboard, click on “Sales Channels”, then “Payment Types” from the top navigation. 2. If you have any active payment types, they would show up on this page. Otherwise, click on “+ New Payment Type” to create a new payment type or the "Edit" icon to edit an existing payment type. 3. Fill out all fields. Under payment type choose “Cash,” “Check,” “Credit,” or “Voucher” and give it any title that you feel is best for your business. For example, you can select “Vouc...

    Oct 06, 2016 01:59PM HST
  2. Adding POS Locations

    1. From the main dashboard, click on “Pricing & Sales Channels”, then “POS Locations.” 2. Click on “+ Add New POS” to create a new POS Location or the "Edit" icon to adjust the settings for an existing POS Location. 3. Give your POS Location a name in the "Title" field and select one of the available status options: - “Active” if you want this POS to show up as an option when setting up activities. - “Inactive” if this POS is not an option for any of your activiti...

    Oct 03, 2016 11:36AM HST
  3. Setting Up Your Websites

    1. The Websites section enables you to easily create, manage, and preview your online booking engine. You can find the Websites tab, by clicking on the Sales Channels section as seen below. 2. In order to create a new website, click on the “+ Add New Website” icon. This will direct you to the next page where you can set up your new online booking engine. If you you would like to Edit an existing Website, click on the “Edit” icon in line with the name of the website you would like to edit. ...

    Oct 04, 2016 12:48PM HST
  4. Creating POS Location Groups

    Location Groups are used to group POS locations and websites for pricing and reporting purposes. For example, If you want to use different pricing and commissions for a certain area, you can group the POS locations of that area and create rate sheet specific to that group. 1. From the dashboard, click on “Sales Channels”, then click on “Location Groups” from the top. 2. Click on the “+ Add Location Group” to create a new location group or the "Edit" icon to make changes to an exist...

    Oct 04, 2016 12:41PM HST
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