SimpleSpa Documentation Current release v4.982

  1. Home
  2. Documentation
  3. POS

Recording a Sale

The SimpleSpa POS can be accessed either in an appointment by clicking , or in the dashboard in the

Appointment Pay Now This is accessed only via an appointment, the customer information is automatically assigned, and automatically the service assigned in the appointment is added in the POS, for fast checkout. You can select the method of payment, and add additional Services, Products, Gift Cards, Packages (the respective buttons to add those will display if they have been added to SimpleSpa and if available). If a client has scheduled multiple appointments SimpleSpa automatically groups them together and processes all appointment services in the POS, so you will notice all services scheduled for that day by the specific client. Once the transaction is recorded the appointment status is marked as Paid

Walk-in Make a Sale Just like an appointment, but here you can set the client information, and select any services, products, gift certificates and packages the client may want to purchase. This is used for clients coming for a purchase without an appointment.

Transactions When you complete an appointment, or process a transaction, a receipt is generated along with a record of each transaction item. The recorded date is today's date and not the appointment date/time, so in the dashboard you will see the revenue for the transactions processed that specific day. To view all receipts per day you can quickly do that in the dashboard and you can also view the client transactions in the client page by selecting a client

Refunds To refund a transaction you will need to navigate the the Dashboard, and press the View Receipts button. To view all receipts per day you can quickly do that in the dashboard , from this popup each receipt item has an option to refund that transaction

Processing Credit Cards

Integrated POS Terminal - SimpleSpa has partnered with the leading credit card processors* in the US to provide you the most competitive rates for processing credit cards directly with our checkout and POS. SimpleSpa is certified to work with a wide range of POS Terminals, allowing you to accept the new EMV standard for your business. Contact us to get a quote from our sales team for a integrated solution

Payments are automatically sent to your terminal when you press the Use Terminal button

TERMINAL MANUAL SALE OVERRIDE:
Dejavoo Spin in the event that you would like to make a manual payment without recording it in SimpleSpa please follow these instructions on your terminal:

  • Tap on TURN SPIN BYPASS ON
  • The terminal will display CREDIT / SALE ... ENTER AMOUNT
  • Input the dollar amount and press OK
  • Insert the card
Clover For the Clover Terminal, Mini, Flex devices a manual transactions can be run using the Sale App.

If you have connected your SimpleSpa account with Stripe, you can process credit card payments fast and easy directly with SimpleSpa.

Stripe once your Stripe account has been connected, when you complete an appointment or make a sale in the POS, automatically Credit Card will be selected as a form of payment, and the button will automatically open a new window to enter the credit information for the transaction. Once the transaction is complete the receipt will depict both the Stripe transaction number along with the customer id. According to your Stripe settings an additional receipt may be sent to your client confirming the payment made via Stripe, and funds are available according to your Stripe Account
* To use Stripe directly with SimpleSpa we charge a transaction fee of 0.10USD or local currency depending on where your Stripe account has been created, and the business physical presence

PCI Compliance

  • Card Not Present**: With our card not present approach you can securely accept credit card transactions, all the heavy lifting is handled directly with our CNP partners ensuring that no card data touches your computer and your SimpleSpa account but directly sent to our CNP partners, this ensures the protection of your customers card information. All our CNP merchants need to complete a SAQ A and Attestation of Compliance (AoC), and for your convenience this may be pre-filled and ready for submission depending on the integration partner you are using.
  • Card Present*: SimpleSpa partners with the largest merchant services, and our unique integration allows you to process using a physical terminal so you can accept a credit card quickly and efficiently, this solution allows you to use one of our certified terminals with SimpleSpa and securely process credit card transactions with SimpleSpa. Our solution is Semi-Integrated, PCI compliance is reduced and in some cases not in scope as no sensitive card account data is sent to the SimpleSpa POS that drives the semi-integrated terminal.

    * Card Present transactions are provided for directly referred accounts by the following Merchant Services CardConnect/First Data by Fiserv, EVO Payments, Payroc, Vantiv, Worldpay from FIS
    ** Card Not Present transactions are supported with connected accounts on Stripe