Documentation
Chapters of the guide

Appointments and cash desk

Calendar, appointment cards, payments and connected devices.

  • CalendarThe Appuntamenti page, the salon's calendar: week and day view, filter by team member, background shifts, how to open, move and reassign an appointment with the mouse.
  • New appointmentThe window for creating an appointment: the six panels (client, products and services, calendar, time, staff, workstation or home visit), the compulsory order, the checks and the messages.
  • Appointment cardThe summary window that opens when you click an appointment in the calendar: client details, status, notes and the Annulla, Modifica and Checkout buttons.
  • Editing and deleting an appointmentHow to change the client, services, time or specialist of an existing appointment, when the Save button is disabled and how to delete it permanently.
  • Cash deskThe page where you take payments from clients, record supplier orders and redeem loyalty point rewards: the three modes, the columns, the receipt and the controls.
  • Taking paymentHow to record a payment in the Riscuoti mode of the Cassa: items not in the catalogue, payment methods (cash, KlimaCard, POS, message, other), checks, messages and errors.
  • Paying suppliersHow to record an order to a supplier in the Paga mode of the Cassa: instant or deferred payment, accepted methods, custom items and payment receipt.
  • Discount code in the Cash deskHow to apply a promotional code to the receipt, what the verification messages mean and what to do if the discount no longer matches the basket.
  • Loyalty rewards in the Cash deskHow to convert a client's points into a reward from the Fedeltà mode of the Cassa: columns, summary, procedure and errors.
  • VAT and the flat-rate regime in the CassaHow the Cassa calculates and shows Imponibile and IVA line by line, when it blocks payment because of a missing rate and what changes for businesses under the flat-rate regime.
  • Barcode readerHow the barcode reader works in the Cassa and in the Magazzino: modes, messages and what happens with an unknown code.
  • Cash desk linksThe chain window of the Cassa: Stripe, SumUp reader, POS networks, electronic receipt and cash register, Paga accounts and booking the video call with an operator.
  • Payments and POSWhat happens to a sale after payment is taken: total and VAT, stock, client, loyalty points, commercial document to the Agenzia delle Entrate and the differences between payment methods.