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.)

7. Register Your Card Reader

Before POS can prompt a reader to tap or insert, a reader must be connected to your account.

  1. Click the Settings tab in the left-hand navigation menu.
  2. Click Finance
  3. Click Terminal Readers
  4. Click Add Reader
  5. Enter the pairing code shown on your reader's screen
  6. Follow the on-screen steps to finish connecting

Your account must be using Stripe as the payment gateway for the card reader to work.

8. Understand When POS Uses the Reader vs. Card on File

  • When a reader is registered, the POS checkout will prompt your reader for a tap or insert at the point of charging.
  • When no reader is registered, POS falls back to charging a card on file for existing contacts, or to a manually entered card. It will not ask for a reader because there is nothing to tap.

If POS keeps asking you to add card info instead of prompting your reader, the most common cause is that no reader is registered, or the gateway is not Stripe. Check Settings > Finance > Terminal Readers.

9. Save a Card from a Card Reader

After a card is tapped or inserted, POS can save it to the customer's profile for future charges:

  1. At checkout, when the reader processes the card, choose to save the card to the contact.
  2. The card is added to the contact's Payment Methods so it can be used as a card on file later.
  3. You can also collect the customer's full billing details at the reader for better approval rates.

10. Tap, Insert, or Digital Wallet

The reader accepts:

  • Tap to Pay (contactless)
  • Insert (chip)
  • Digital wallet (Apple Pay or Google Pay, where supported)

11. Tax at POS Checkout

If your location collects sales tax, POS will calculate and apply tax at checkout automatically. Make sure your tax rates are set in Settings > Finance so the correct amount is collected.

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.