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Using the Point of Sale

Learn the basics of the Point of Sale system to process walk-in customers, phone bookings, and counter sales efficiently.

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated today

Using the Point of Sale

The Point of Sale (POS) is your digital till for processing sales when customers visit your tourism business in person or book over the phone. It's designed to be fast, intuitive, and reliable—even during your busiest periods.

Accessing the Point of Sale

  • Navigate to Sales in the main menu

  • Click Point of Sale or go directly to /point-of-sale

  • The POS interface will open, ready for your first transaction

Understanding the POS Layout

The Point of Sale screen is organised to help you work efficiently:

Left Panel - Product Selection

  • Categories: Your experiences, merchandise, and add-ons organised by type

  • Search: Quickly find items by typing the product name

  • Favourites: Pin your most popular items for one-click access

Right Panel - Current Sale

  • Cart: Items added to the current transaction

  • Customer Details: Optional field to attach the sale to a customer record

  • Totals: Running total including GST

  • Payment Options: Complete the sale with your preferred payment method

Adding Items to a Sale

There are several ways to add items to a transaction:

  • Click a product tile in the left panel to add it to the cart

  • Use the search bar to find items by name, then click to add

  • Scan a barcode if you have merchandise with barcodes configured

To adjust quantities:

  • Click the + or - buttons next to an item in the cart

  • Or click the quantity number to type a specific amount

Attaching a Customer

While optional, attaching a customer to a sale helps you:
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  • Build a purchase history for personalised service

  • Send digital receipts automatically

  • Track customer preferences over time


To attach a customer:
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  • Click Add Customer in the right panel

  • Search for an existing customer or create a new one

  • Their details will appear on the transaction


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Clearing the Cart

Made a mistake? No worries:
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  • Click the X next to individual items to remove them

  • Click Clear All to start fresh


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Tips for Busy Days

  • Use keyboard shortcuts: Press Enter to complete a sale quickly

  • Set up favourites: Pin your top-selling experiences to the first screen

  • Keep it simple: Train staff on the most common transactions first

Next Steps

Ready to process your first sale? Head to our guide on Processing a Sale for step-by-step instructions.

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