Point of Sale

Point of Sale (POS) – 

In this article, we’ll walk through the Point of Sale (POS) section located under the Studio Operations tab and explain how to process in-person transactions.

The Key Steps

1. Navigate to Point of Sale

Click the Studio Operations tab in the left-hand navigation menu.

Then:

• Click Finance
• Click Point of Sale

This will open your POS checkout screen.

2. Add Items to the Cart

Inside the POS screen:

• Click to select the product(s) the customer is purchasing
• Add items to the cart

These items typically come from your Retail Products set up in the Products section.

3. Choose Customer Type

When ready to charge:

You can check out as:

• Guest
  • Manually enter their information
• Existing Contact
  • Search and select the contact from your system

If selecting an existing contact:

• Any saved payment methods (Card or ACH) will be available
• You can charge the card on file instantly

4. Select Payment Method

You can process payment using:

• Card on File
• ACH (if available)
• Manually entered card (if applicable)

You can also:

• Apply a Coupon Code before completing the transaction

5. Complete the Transaction

Once everything looks correct:

• Confirm the payment
• Process the charge

The transaction will be recorded in the system under Finance.

6. Understand POS vs. Online Shop

The Point of Sale section is designed for:

• In-person checkout
• Front desk transactions
• Manual staff-processed sales

If you want customers to purchase on their own:

• Use the Embedded Shop
• Use the Student App

(Those features are covered in separate articles.)

The Point of Sale system allows you to quickly process retail sales, apply discounts, and charge saved payment methods directly from your CRM.

If you have any questions about the Point of Sale section, please reach out to the Market Muscles Support Team.