Better Clinics has a dedicated and easy to use Point of Sale terminal. Now your business can operate a terminal POS store front seamlessly integrated with all features of Better Clinics.

Better Clinics POS allows your team to quickly find and select from Product lists with custom images and categories, assign and scan barcodes on products to add them to the customer cart, securely checking out and creating branded customer receipts.

POS Features:

  • Products - set permissions, add barcodes, image tiles, autosuggest product search, inventory, pricing and discounts

  • Manage Walk Ins or Client Sales

  • Lightening quick barcode scanning

  • Save sales to Customer Accounts

  • Pay off existing open sale customers accounts

  • Product Discounting with $ and % amounts

  • Touch screen and desktop control to build customer sale lists

  • Email and Print customer invoices

  • Park or Discard sales

  • Split payment types

  • Process real time payments with Stripe

Access POS Terminal

  1. Go here

  2. Or launch POS from the header navigation by clicking on 'POS'. The terminal will open in a new tab.

Set up Products to sell on POS

  1. Add Merchandise to your Products list here

  2. Or, go to Settings > Product List > Add Product

  3. For each item, select 'List in POS' (toggle top of screen). The product will then be listed for selection within the POS Terminal.

  4. When adding a product set the name, description, pricing, location/store availability, inventory, thumbnail image + more

  5. Tip: when adding products to POS, if running multiple stores, select the location/stores for that product so it appears listed in POS for that store. If not selected, it won't display for sale.

POS Settings

POS Settings can be found here

  1. Set a default POS location - if you have multiple locations set a default

  2. Team Member PIN verification - set a PIN for each team member and assign if PIN entry is required when processing sales

Making a Sale

  1. By default the Location and Team Member will be set. This can be changed as needed from the Team Member or Location dropdowns (top right).

  2. Using the Client Search Bar (top left): Search for existing clients, view a Client List, Add a New Client or process sale as a Walk In

  3. Walk In sales - by default after every sale the Terminal will reset and assign the client type 'Walk In'. Walk In will allow you to process the sale and payment, but you won't need to add the client details for this sale.

  4. Once a client has been selected, or Walk In, search and select the products for the sale. Selecting products to add to the sale can be done by touchscreen (click the tile), by using a barcode scanner, or searching for the product in the global product search bar (search by name or barcode).

  5. Once the products have been selected, they will appear in the 'Current Sale' box to the right.

  6. You can select many items and increase the quantity by clicking the product image repeated times. Each time you click the product the quantity will increase by 1

  7. If this is a client sale, the client name will be shown in the 'Current Sale' title, this is linked to the client customer record, click to access that quickly.

  8. Update quantities - product quantities can be increased or decreased by clicking on the product tiles or delete icons.

  9. Update Price and apply Discounts ($ and %) - by clicking on the Item row in the Current Sale it will reveal additional item details that can be modified for that sale. Qty, Price, Discount ($ and %). Modify as needed, the updates will reflect in the Amount Due immediately.

  10. When reducing the price of the product, the total Cart discount amount will be displayed in 'Discount'.

  11. Any Tax on sales will be shown

  12. Once the cart is ready, the payment can be processed or recorded.

  13. Real time payments can be processed using Stripe

Advanced Options

Find Advanced Options (button to left of 'Pay' button)

  1. Date Picker: this changes the date of sale. You won't often want to change this but occasionally you might want to change the date of sale if you are added sales retrospectively. Select the new date and that date will be the recorded sales date. The default date is Today's date.

  2. You can select the Provider Details to add to the Invoice

  3. 'Add Notes' to the invoice,

  4. Update the invoice 'Bill To Details' (invoice a 3rd party) from advanced options

Tips:

  1. Walk In: You don't want to have to create a client for every sale, in this case just click 'Walk In'. The sale won't be assigned to a client, but it will be included in your reports as 'Walk In' so you can track your sales from this channel.

  2. Open Sales - If the client has unpaid sales - either past sales or future appointments - you can view the list and add any of these to the same invoice. These past and future sales are 'Open Sales'.

  3. Once the Payment has been processed a Success Screen will show, on this screen you can choose to email an invoice, print and invoice or add a sale note,

  4. Email a branded invoice from the success screen directly to the customer.

  5. You can have a visual preview of the Card using the 'Preview Cart' toggle

  6. You can select many items and increase the quantity by clicking the product image repeated times. Each time you click the product the quantity will increase by 1


More:
Types of Products you can Sell

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