WITH MINDBODY BUSINESS APP
CHOOSING THE SERVICE/PRODUCT
Start by going to Retail page on our Mindbody Business application.
Look up Excisting client's account using the client search field near the top center of the Retail screen or create an account for a New Client.
First Select Service from the Add Item section on the right side of your screen and then Select Item.
Single payment method
Choose the client's payment method.
Credit / Debit Card - Connect the Mindbody Card Reader to the iPad, swipe the client's card and follow the instructions on the screen.
Cash Place the received cash into the blue metal box on the reception desk. Note that as we do not prefer cash as a payment method, we do not usually store any change at the studio so purchases with cash must be exact.
Vouchers - Place the received vouchers into the blue metal box on the reception desk. If the combined value of the vouchers does not match the price of the services being bought, use multiple payment method by splitting the bill as shown below.
Edenred, ePassi, Smartum, Tyky, Eazybreak
MULTIPLE PAYMENT METHODS
Choose one of the client's payment methods and then continue to split the bill. Choose another payment method and make sure that the amounts shown next to the payment options are as the client has requested.
PAYING WITH VOUCHERS
If the client wants to pay with vouchers, accept the vouchers and deduct the combined value of the vouchers from the price of the pass. Charge the amount that's left with the IZettle app by typing in a custom price XXXXX.
Same goes for paying with cash and note that we do not usually store any change at the studio so purchases with cash must be exact.
Example. A client wants to pay for a Reformer 10 x Pass with 8 x Smartum vouchers (value: 10€/voucher) and a credit card.
240€ (10 x Reformer Pass)
- 80€ (8 x Smartum vouchers)
Charge this final amount with IZettle app. (the credit card)
Add purchased pass to client's account as shown in previous instructions above and choose Other as a payment method after you have selected the items.
CHOOSING THE PRODUCT
Start by going to Retail page on our Mindbody Business application and proceed with the Walk-In option provided.
Price: By default, this is the price you entered when you added the pricing option. The price can be edited, but it is best to use the discount field if you are discounting a pricing option. This discount will show on the receipt and let the client know a discount was actually applied. If you are wanting to comp a customer for service, use %100 discount. After you add the item to the ticket, you will see a Comp?guest payment method. This allows the system to track the comps.
Quantity: If the client is purchasing more than one of the same item, change the quantity.
Discount: Use the discount field to enter a percent or amount discount for a pricing option.
Tax: If you are selling a product or service that usually requires sales tax, but you don't want to charge for it, check the "No tax" box here.
Click the Add Item button to add it to the customer's ticket that appears on the left side.
SINGLE PAYMENT METHOD
At the bottom, select a payment method, or split the sale between as many methods as you like.
Save and complete the sale by clicking on one of the following buttons:
Purchasing a pricing option to reconcile multiple classes?
When selling a pricing option to reconcile multiple unpaid classes, the duration of the pricing option sold must be long enough for it to still be active on the date of the sale.
Example: It is April 4th and you're selling a pricing option with a session count of two; to reconcile two unpaid classes that happened on March 1st and March 2nd, and this pricing option is set at a duration of 7 days. The class on March 2nd will not be covered when the pricing option is sold. The duration of the pricing option would have to be at least 34 days long, in other words, it would still be active on the date of sale.