⏱️ Estimated time: 5 minutes

👤 Role: Receptionist, Spa/Salon Manager

What you'll learn:

• How to access and initiate a Client Sale within Premier Reception.

• How to add treatments, retail stock, food and beverage, or miscellaneous items directly to a client's bill.

• How to use the Client Sale screen to correct payment errors (for example, refunding an incorrect payment method and re-processing the charge correctly).

• How to check key client icons such as Product History, Client Accounts, and Recommended Stock prior to completing a sale.
  
  

When should I use this?:

Use the Client Sale feature whenever you need to process a bill for a client outside the standard departure list, complete a sale, or log treatments and retail stock directly onto their client card history.

Key Logic: The Client Sale module ensures that all items—whether treatments, retail, or food—are mapped directly to the individual's history. This keeps client cards up to date for future reference and accurate staff sales tracking.

Example Use Case – Correcting a Payment Method: If a transaction was accidentally processed using the wrong payment method (for example, processed as Cash instead of Credit Card), you can use the Client Sale screen to fix it:

1. Refund the item using the incorrect payment method by entering a negative amount to cancel out the charge.

2. Put the payment through correctly afterwards using the correct payment method.
   
   Before you start:

• Ensure you are logged into the Premier platform with Reception privileges.

• Confirm whether the individual is already registered in your database or if you need to create a new client profile.

• Ensure relevant staff members are configured in the system to attribute service and retail commission accurately.
  
  

Step-by-step:

1. Access the Client Sale Module

In Reception, click on Client / Member Sale.

In the Search box, enter your client's Surname and click the magnifying glass icon or press Enter.

If the client exists in your database, select them from the list and click the Green Tick. If they do not exist, select Create New and enter their details.

If prompted with "Client is not on departure list, continue with sale?", click Yes.

2. Review the Bill Summary Screen

Review the default bill information displayed on the screen before adding additional items:

• Till: Displays the current active till name.

• Client: Displays the selected client's name.

• On Account: Shows any accrued revenue or balance on the client's account.

• Pre Payments: Displays any available funds in their pre-payment account.

• Loyalty Points: Shows total loyalty points accrued.

• Line Items Table: Displays Quantity, Description, Staff, Unit Price, Discount, Reason, and Total.
  
  

Key Logic: Always check the Staff column. Premier automatically attributes stock items to the therapist performing the treatment, or defaults to "None" if no treatment is present. Adjust this via the drop-down menu to ensure commission goes to the correct staff member.

3. Add Items to the Sale

Choose the relevant option below depending on what you need to add to the client's bill:

Option A: Adding Treatments

1. Select the Treatments icon.

2. Select the Staff member who performed the service.

3. Select the relevant Treatment. Adjust Status and Length if required.

4. Click the Green Plus icon to add it to the bill.

5. Click the Green Backwards Arrow to close the window.
   
   

Note: Additional treatments added this way will automatically have the Add. box ticked for upselling reporting. If this was a standard treatment, untick the Add. box.

Option B: Adding Retail Stock

• With Barcode Scanner: Scan the item barcode directly to add it to the bill.

• Manual Entry:

1. Select the Stock icon.

2. Select the Manufacturer and optional Category filter, then click Update.

3. Select the item, enter the Quantity, and click the Green Plus icon.

4. Click the Green Backwards Arrow to return to the bill.

Option C: Adding Food, Beverage, or Miscellaneous Items

1. Click the Food and Beverage or Miscellaneous icon.

2. Select the desired item from the provided list.

3. Enter the amount in the Quantity field.

4. Click the Green Plus icon, then click the Green Backwards Arrow to update the bill.
   
   

4. Process Refunds or Payment Method Corrections

If you need to process a refund or correct an item processed under the wrong payment method:

1. Click the Receipt History or Manual Refund icon.

2. Select the relevant item from the list and click Refund.

3. The item will be added to the current bill as a negative figure to reverse the incorrect charge.

4. Add the item back onto the bill as a positive figure and select the correct Payment Method to finalise the adjustment.
   
   

5. Review Auxiliary Client Icons and Complete Sale

Check any highlighted action icons at the bottom of the screen before finalising:

• Product History: Highlighted if the client has previous retail purchases.

• Clients Account: Displays current account balances and item breakdowns.

• Recommended / Waiting Stock: Highlights stock items recommended by therapists or items now back in stock for collection.

• Course Items / Cancellations: Details active course redemptions or pay-later cancellation fees.
  
  

Once all items, discounts, and payment methods are correct, click the Green Tick to complete the transaction and depart the client.

Best practice:

• Verify Upselling: Regularly review the Add. checkbox on treatment additions to maintain accurate reports on therapist upselling.

• Check Recommended Stock: Always inspect the Recommended Stock icon during checkout—it provides an easy opportunity to prompt retail sales suggested by the therapist during treatment.

• Reason Codes for Discounts: Always select an accurate Reason code when applying discounts, as certain promotional discounts may require manager override log-in details.
  
  

If you need a hand, the Journey Support Team is available via live chat on our support portal or at support@journey.travel.