Add services, products and packages

Build the order from the add-items bar: services from the menu, retail products from stock, and packages the customer is buying.

OwnerManagerFront deskNeeds appointments.createWebAppOpen in Shapzo

Steps

On the add-items bar at the bottom, click Service, Product or Package, or press s, p or k.
The picker opens with Favorites, Recent and the full list. Search by name.

The item picker listing services
Click an item to add it. Click again for a second unit. Click Done when the order is complete.

Each item becomes a row in the grid. Change Qty with the plus and minus, or edit the Price if the business allows price adjustments.

On the Checkout tab, tap Add item.

The checkout tab with the Add item button highlighted
The picker opens on Services; the tabs along the top switch to Products, Packages, Memberships and Vouchers. Search by name, filter by category, or pick from Favorites and Recent.

The item picker in the app
Tap an item to add it. Tap again for a second unit. Tap Done when the order is complete.

Each item becomes a card under Items with its provider, quantity and price. Tap the card to change them or remove the item.

Services and packages take a provider and, for a booking, a time. Products do not; they come out of the selected branch's stock the moment the invoice is created.
A package is a bundle bought now and redeemed over later visits. Adding it sells it; the sessions are used at future checkouts from the Package benefits bar.
The star in the picker marks an item as a favourite for everyone at the till.
An item that shows Unavailable — includes a deleted service cannot be sold until the package is repaired under Services.
Use Remove item on a row to take it out.

Note (or n) opens Customer note, a line for staff on this order such as "Allergic to almond oil". It is not printed on the invoice.