Processing In-Person Sales

The POS register in GymPoint is designed for fast, simple checkout at your front desk or juice bar. This guide walks through a complete sale from adding items to delivering the receipt.

Opening the POS Terminal

1. Click POS in the left sidebar.
2. The POS terminal shows your product catalog on the left (organized by category tabs) and the cart on the right.
3. If you have multiple registers configured, select the correct one from the dropdown at the top.

Adding Items to the Cart

There are several ways to add products:

Tap or Click

Browse your product categories using the tabs at the top of the catalog. Click a product tile to add one unit to the cart. Click again to add another.

Barcode Scanner

If you have a barcode scanner connected, scan the product's barcode. The item is added to the cart automatically.

Search

Click the search bar at the top of the catalog and type a product name or SKU. Select the product from the results.

Adjusting Quantity

In the cart panel:

• Click the + or - buttons next to an item to adjust the quantity.
• Click the quantity number to type a specific amount directly.
• Click the trash icon to remove the item from the cart entirely.

Linking a Member to the Sale

If the buyer is a gym member, link them to the transaction for better record-keeping:

1. Click Add Member at the top of the cart panel.
2. Search for the member by name, email, or phone number.
3. Select the member. Their name appears on the cart, and the sale will be recorded in their member profile under the Purchases tab.

Linking a member is optional but recommended. It enables receipt emailing and purchase history tracking.

Applying Discounts

GymPoint supports two types of discounts:

Item-Level Discount

1. Click on an item in the cart.
2. Click Discount.
3. Choose Percentage (e.g., 10% off) or Fixed Amount (e.g., $2 off).
4. Enter the value and click Apply. The discounted price appears on the line item.

Cart-Level Discount

1. Click the Discount button below the cart total.
2. Choose Percentage or Fixed Amount.
3. Enter the value. The discount is applied to the entire cart subtotal.
4. Click Apply.

You can also select from predefined promotions if you have configured them under Promotions (/coupons) (e.g., "MEMBER10" for 10% off, "STAFF20" for 20% staff discount).

Processing Payment

When the cart is ready, click the Pay button at the bottom of the cart panel. You will see the total amount due (including tax) and available payment methods.

Card Payment via Poynt Terminal

1. Select Card as the payment method.
2. The payment amount is sent to your paired Poynt terminal.
3. The terminal displays the amount and prompts the customer to tap, insert, or swipe their card.
4. Once the card is processed, the terminal shows "Approved" and GymPoint marks the transaction as complete.
5. If the payment is declined, the terminal displays the reason. You can retry or switch to a different payment method.

Cash Payment

1. Select Cash as the payment method.
2. Enter the amount tendered (the cash the customer hands you). For example, if the total is $7.50 and the customer gives you $10, enter 10.00.
3. GymPoint calculates and displays the change due ($2.50 in this example).
4. Click Complete. The cash drawer opens (if configured).
5. Hand the customer their change.

Split Payment

If the customer wants to pay with multiple methods (e.g., part card, part cash):

1. Click Split Payment.
2. Enter the amount for the first payment method and process it.
3. The remaining balance is shown. Select the second payment method and process it.
4. The transaction completes when the full amount is covered.

Member Account

If the member has a card on file and you want to charge their stored payment method:

1. Ensure the sale is linked to a member.
2. Select Member Account as the payment method.
3. The charge is applied to their card on file. No terminal interaction is needed.

Printing or Emailing Receipts

After the payment is processed, the receipt options appear:

• Print — Sends the receipt to your connected receipt printer.
• Email — If a member is linked to the sale, sends the receipt to their email address. You can also enter a custom email address.
• No receipt — Skip the receipt if the customer declines.

Receipts include your gym's name and address, itemized products with prices, discounts applied, tax amount, total, payment method, and the date/time.

Voiding a Transaction

If you need to cancel a sale that has already been processed:

1. Go to Billing > Payments (/billing/payments).
2. Find the transaction and click it.
3. Click Void. You will be prompted for a reason.
4. For card payments, GymPoint initiates a refund through the Poynt terminal. For cash payments, you handle the refund manually.
5. The transaction is marked as voided in the history.

Voiding is available for same-day transactions. For older transactions, use the Refund option instead.