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POS Tips & Shortcuts

When you have customers waiting at the counter, speed matters. These tips and shortcuts help you create bookings faster and keep your workflow smooth.

Quick Customer Lookup​

Instead of scrolling through your customer list, use the search to find customers instantly:

  1. In the Customer field at the top of the POS page, start typing the customer's name or email address.
  2. Results appear as you type -- click the correct customer to select them.

If the customer is a regular, their details are already in the system. No need to re-enter anything.

tip

If a customer says they have booked before, search by their email address -- it is usually faster and more unique than searching by name.

Searching Products​

The POS product search works across:

  • Product names
  • Product descriptions
  • SKU codes

Type just a few characters and the list filters instantly. This is much faster than browsing categories when you know what you are looking for.

Filtering by Category​

Use the Category dropdown above the product list to quickly narrow down products. Select a category to show only products in that category.

This is useful when customers know roughly what they want ("I need a bike") but have not picked a specific model.

Using Product Tabs​

The POS has tabs above the product list for different item types:

  • Rentals -- rental products
  • Bundles -- pre-configured product bundles
  • Store -- store products (accessories, merchandise, etc.)

Switch between tabs to browse different types of items without leaving the POS.

Barcode Scanning​

If you have barcodes set up, you can use a barcode scanner during the POS flow:

  • During product selection -- scan a product barcode to jump straight to that product's detail view.
  • During pickup -- scan items to confirm they are the correct inventory units.
  • During return -- scan returned items to mark them as returned.

Barcode scanning eliminates manual searching and reduces errors, especially during busy periods.

Working with the Booking Items Panel​

The Booking items panel on the right side of the POS screen is your running total. A few tips:

  • Remove an item -- click the X next to any item to remove it.
  • Change quantity -- click the quantity number to adjust it up or down.
  • View pricing breakdown -- the panel shows line item prices, subtotal, any discounts, taxes, and the total.
  • Custom charges -- click + Custom charge at the top of the panel to add a one-off charge.

Applying Promo Codes Quickly​

  1. Find the Promo / Voucher Code field in the Booking items panel.
  2. Type or paste the code.
  3. Click Apply.

If the code is valid, the discount is applied immediately and the total updates.

The promo code field in the POS Booking items panel with a code entered and the Apply button

Adding Tags and Notes During Booking​

You can add tags and notes at the time of booking creation -- no need to do it after:

  • Click Add tags in the Booking items panel to tag the booking.
  • Click Add notes to add internal notes that your team can see.

Viewing Recent Bookings​

Need to check a booking you just created? You do not need to leave the POS:

  1. Go back to the bookings table (Bookings > Rentals or Bookings > Experiences).
  2. The most recent bookings are listed at the top.
  3. Click a booking to open its detail page.

For an even faster way to find bookings, customers, or products from anywhere in the app:

  1. Use the Global Search bar at the top of the page (or press Ctrl+K).
  2. Type a booking ID, customer name, or product name.
  3. Click the result to jump directly to it.

Tips for Busy Periods​

  • Pre-create bookings -- if you know customers are coming, create their bookings in advance so pickup is faster.
  • Use partial pickup -- if a customer wants to add items later, start with what they need now and edit the booking to add more later.
  • Print or email receipts -- after confirming a booking, you can quickly send or print a receipt from the booking detail page.
  • Open multiple tabs -- open the POS in one browser tab and the bookings table in another so you can switch between creating and managing bookings.

Handling Walk-Ins Without a Customer Record​

If a walk-in customer does not want to give their email address, you can still create a booking:

  1. Type their name in the Customer field on the POS.
  2. Create a new customer with just their name (the minimum required field).
  3. Complete the booking as normal.

You can always update the customer record later with their email and other details.