A day in operation
Store operations flow through the same loop. Each step leaves a trace; nothing disappears.
Before travelling to a shift, staff can review the planned Store and time in My Week. The operational day still starts by clocking in on POS with a personal PIN.
Clock in ─► Open drawer ─► Appointment/Visit ─► Service ─► Sale checkout ─► Close visit
│ │ (Sale) │
│ ▼
Owner review ◄─ Final Settlement ◄─ Count cash & terminals ◄─ Period close
| Step | Where | Chapter |
|---|---|---|
| 1. Staff clock in (start shift) | POS | Shifts |
| 2. Open the cash drawer with a counted float | POS | Cash drawer |
| 2b. Kiosk self check-in arrivals land on the POS walk-in queue / appointment board as advisories — a staff member still confirms and creates the Visit | POS | Appointments |
| 3. Customer arrives → create a Visit, add services, assign therapist & room | POS | Customers & visits |
| 4. Start the service; adjust time or transfer therapist as needed | POS | Services, rooms & therapists |
| 5. Add any retail/voucher/package lines and check out the Sale | POS | Sales cart & checkout |
| 6. Record supported tenders — cash, EFTPOS, HICAPS, voucher, package, coupon, store credit, free-of-charge, or mixed | POS | Payments |
| 7. Close the Visit when service is complete and the linked Sale is settled | POS | Payments §Closing |
| 8. At period close: preview current facts, count cash, enter terminal totals, complete Final Settlement | Active POS | Business Period settlement |
| 9. Owner reviews revenue, variances and approvals — from anywhere | Admin | Seeing your store remotely |
POS vs Admin — who does what
| POS (in-store) | Admin (browser, anywhere) | |
|---|---|---|
| Identity | Activated device + operator PIN | Email + password, or a Passkey (fingerprint / device unlock), plus MFA if your tenant requires it |
| Daily operations | Appointments, Visits, Sales, services, payments, drawer, Pre-Settlement and Final Settlement | — |
| Appointments | Board & calendar, check-in, no-show | Cross-store list, statistics, and creating / rescheduling / cancelling appointments |
| Configuration | Room/station status and new customer records only — no pricing, staff or roster configuration | Stores, services & prices, rooms, staff, rosters |
| Money oversight | Records activity and closes the Business Period | Reports, settlement versions, correction & variance approvals |
| Who uses it | Front desk & therapists | Managers, owners, tenant admins |
note
One device per store. Activating POS on a new device signs the old device out — and so does an ordinary daily device-PIN sign-in on a second device, which evicts the previous session. The system enforces a single active POS device per store. This is why the counter tablet "suddenly logged out" when someone activated a spare: deactivate/activate deliberately, not casually.