Feature Summary: The point of sale is your pro shop’s register. Launch it from Pro Shop to sell items, collect balances on stringing jobs and demos, attach a player to the sale, and take payment by cash, card, check, gift card, or member account. You can also save carts to finish later, send receipts, and refund past sales.

Use Cases:

The point of sale opens in the same browser tab and goes straight to the register. There’s no separate sign-in, register, or shift to choose.

The register has four areas:

Sales History is at the bottom left of the register. It lists your past sales, where you can search for a sale, send or print a receipt, and refund items or whole sales. For details, see Sales History below.

Open Carts is at the bottom left of the register, below Sales History. It lists carts that were saved to finish later, with a count of how many are saved. You can resume or delete a saved cart from here. For details, see Saving a Cart below.

Each sale starts as a Guest sale. If you left the register with a player attached to the cart, you pick up where you left off, with the same player and items.

The register uses what you’ve already set up in Pro Shop:

Completed sales appear in Sales History in the register and on the Sales page in Pro Shop.

To give a Sub-Admin permissions, go to Settings > System Users, open the Sub-Admins tab, and edit the user. Under Permissions, check the permissions they need.

Note: A Sub-Admin with only Initiate POS opens the register from the orange POS button at the top of the admin panel. They can’t open the rest of Pro Shop, and Exit POS takes them back to the admin home page. In Sales History they can search, view sales, and print or email receipts. Refund, Void, and Revert payment only show if they also have those permissions.

Note: Without Allow Item Price/Discount Override on POS, a Sub-Admin can still click the tag icon on an item, but an Administration PIN pop-up asks for a PIN each time before the price can be changed. An Admin enters their PIN and clicks Unlock.

To set your administration PIN as an Admin, click your name at the top right of the admin panel. Under Account Preferences, enter a POS Discount Pin Override, then click Save. Any Admin’s PIN unlocks the pop-up. If no Admin has set a PIN, Sub-Admins without the permission can’t apply discounts.

Some register buttons also need these permissions. Without them, the buttons are hidden:

You can also open the register from the orange POS button at the top of any admin page.

To return to Pro Shop, click Exit POS at the top left of the register.

Note: Leaving the register doesn’t clear the cart. If you exit with items in the cart, they’re still there the next time you open the register on the same computer and browser, signed in as the same user, for up to 5 days. The cart doesn’t follow you to another computer or browser.

To see the items in a category, click the category under Categories. Click All to see every item.

To find a specific item, type in the Search or scan an item field. The catalog filters as you type, from the second character. To clear the search, click the X in the field.

You can scan a barcode anywhere on the register page. You don’t need to click the search field first. Your scanner must be set to send Enter after each code.

You can also type a UPC in the Search or scan an item field and press Enter. If a typed code doesn’t match anything, the item list is empty.

Note: Scanned items aren’t added while checkout is open. Close checkout first.

To show only your favorite items, click the star button next to the search field. Favorite items show a star on their tile.

Favorites are set in Inventory > Item List, by checking Favorite on the item, or by selecting items and clicking Add to favorites. Favorites are shared by everyone at your club. For details, see Pro Shop: Inventory.

To change what the catalog shows, click the eye icon next to the star button:

Hide sold out and Hide low stock reset each time you open the register.

To change the order of items, use the sort dropdown: Best sellers (by units sold in the last 90 days), Recently added, Shop order (the default), Alphabetical (A-Z), Alphabetical (Z-A), Price: Low to High, or Price: High to Low.

Each item shows its image (or its Short Name, or name, on a colored block), name, and price. Items with variations, such as sizes, show a price range. Badges on a tile show:

Click an item to add it to the cart. Clicking an item that’s already in the cart adds another one. The badge on the item shows how many are in the cart (for example: ×3).

For items with variations, a pop-up opens with the item’s picture, description, and total stock, and a card for each variation. Use the minus and plus buttons to choose a quantity for each variation you want, then click Add to cart. Variations with no stock show Sold out. The bottom of the pop-up shows the total and how many items you’ve selected.

Note: Sold-out items and variations can still be added and sold, and their stock goes below zero. Only a variation with no price can’t be chosen.

Each item in the cart shows its quantity, price, and variation, if it has one (for example: “Small”). To change an item, click it or its arrow to expand it. From there, you can:

You can discount one item at a time, or every item in the sale at once. To discount an item:

To start over before applying, click Reset.

On an item that already has a discount, the tag icon is green. Click it to change the discount. To take the discount off, click Remove discount in the pop-up, then confirm.

The same percentage is taken off every item’s list price, and it replaces any discount or price change already on an item. A promo code can’t be used with it, so applying it removes the promo code from the sale. For Sub-Admins without Allow Item Price/Discount Override on POS, an Administration PIN is asked for first.

If an item has no list price, only Override price is offered. You can set a price above the list price. The pop-up title changes to Change price, it warns “Above the list price of $X”, and the button reads Apply price. The item then shows Price raised +$X under its price. The raise is added back in a Price raises row in the cart totals (see Taxes below).

Note: Quick discount buttons are set up on the Discounts card in Pro Shop Settings. See Discounts under Point of Sale Settings below.

To apply a promo code:

The code, the discount, and how many items it applies to appear in the cart (for example: “$5.00 off · 2 of 2 lines”).

A Promo line is added to the totals, and tax is recalculated. At checkout, the discount is split across the items it applies to. To remove the code, click the X next to it.

To take one item out of the promo, click the ticket icon on its cart line, then confirm.

If a code can’t be used, a message explains why (for example: “Invalid promo code.” or “This promo code has expired.”).

Note: A promo code needs at least one shop item on the sale, and it doesn’t apply to items that already have a manual discount. Applying Discount all items removes the promo code from the sale. Charge to Account isn’t available at checkout when a promo code is applied. Add promo code only appears when Enable Promo Codes for Players is turned on on the Promo Codes page.

The cart shows the Subtotal (items at their list price), then any Item discounts, Price raises, Promo, Tax added, and Stringing and demos. For items with tax included in the price, the tax is shown under the item instead (for example: “Includes $0.85 tax”). The Checkout button shows the sale’s total.

Under Services, you can collect payment for completed stringing jobs and manage demo rentals without leaving the register.

Note: Sales with stringing or demo fees work a little differently. The member can’t be changed at checkout. If you change the member in the cart, fees that belong to someone else are removed from the sale. Split payment can’t be used, and promo codes only apply to shop items. Account credit can be used with Apply Credit. Card readers are only offered when the sale also includes shop items. On a sale that also includes shop items, each stringing or demo fee can be refunded from Sales History. On a sale with only stringing or demo fees, Sales History offers receipts only. To refund a demo fee, open the demo order and use Refund on the fee. To refund a stringing fee, open the player’s Billing > All Transactions, open the payment, and click Refund.

When a player is attached to the sale, these lists show only their jobs and demos, along with their family members’. On a guest sale, they show everyone’s. Only the attached player's own jobs and demos can be added to the sale. A family member’s shows “Belongs to [name]. Start a sale for [name] to collect it.”

If a stringing or demo fee in the cart is paid somewhere else first, such as on the job or order, it’s removed from the sale, and a message explains why.

Click Stringing to see Stringing · ready to pay: jobs that are Completed or Picked up · unpaid and still have a balance. Jobs that are still to do or in progress aren’t listed, and neither are paid jobs. Each job shows its number, whether it was staff-created or player-submitted, the member, the number of racquets, when it was completed, the stringer, its status, and the balance.

Click Demos to see demo orders that are out (including due soon, overdue, and full charge), returned orders that still owe money, and orders returned today. Each order shows its racquets, demo number, when it went out and is due, the program and its pricing, the member, its status, and the balance.

Sales start as a Guest sale. To attach a member:

The cart then shows the member’s name, member number, and membership, along with their Amount due and Account credit. Amount due is everything the member already owes on their CourtReserve account, not just pro shop charges, and matches the Amount Due on their member profile. It isn’t the total for this sale.

To change the sale back to a guest sale, open the member search again and choose Continue as guest.

You can also attach or change the member at checkout, unless the sale includes stringing or demo fees.

Note: If you change the member, any stringing or demo fees that belong to someone else are removed from the sale.

To save the current cart and start a new sale:

To finish a saved sale:

Open Carts lists every saved cart at your club, from all staff, and anyone can resume or delete them. Each saved cart shows the member (or Guest sale), the number of items, the time it was saved, and the total. Use Search by player to find a cart. To see its items, expand it. To delete a saved cart, click the trash icon.

To delete every saved cart at once, click Delete Open Carts at the top right of Open Carts, then click Delete Open Carts again to confirm. This deletes every saved cart at your club, from all staff, and can’t be undone.

A saved cart keeps its items, stringing and demo fees, member, promo code, note, and account credit choice. When you resume it, the promo code is applied again. If the code no longer applies, it’s removed with a message explaining why.

A sale with only stringing or demo fees can be saved too. In Open Carts, a cart’s stringing and demo fees are listed with its items and counted in its number of items and its total.

If you resume a cart while another sale is in progress, that sale is saved to Open Carts first.

Note: If your club charges a convenience fee on pro shop items, it’s added to Card On File payments with a saved card. Credit Card (Manual) and Credit Card (Terminal) add it only if your club also charges the fee on card-present payments. Checkout then shows Card Is Charged with the amount including the fee, and the Process sale button shows that amount.

On a split payment, the fee is only added to the card part. After the sale, the confirmation shows the amount the card was charged, and Sales History shows the fee as a Convenience fee line.

Note: Card On File and Charge to Account need a member attached to the sale. On a guest sale, they’re grayed out with “Needs member.” Attach a member from the dropdown at the top of Payment, or choose another method.

Note: Cash, Check, Gift Card, Charge to Account, and Manual CC follow the Payment types card in Pro Shop Settings. Card On File and Credit Card (Manual) appear whenever your club accepts online payments, and Credit Card (Terminal) appears when your club has card readers set up. See Payment Types under Point of Sale Settings below.

You can split a payment between two methods.

Note: A sale can be split between two payments at most. These combinations aren’t allowed:

When the sale is processed, a confirmation shows the amount collected, how it was paid, the Reference (transaction number), the Customer (or Guest), and who it was Taken by. Cash sales also show the Change due, and check sales show the Check #.

If account credit covered the whole sale, the confirmation says Paid with account credit. If credit covered part of it and the rest was charged to the member’s account, it says Credit applied, rest charged to account.

When a member pays, a receipt is emailed to them automatically, or to their family’s primary contact if they have no email. If the member has opted in to text messages, the receipt is also texted to them. The confirmation shows “Receipt is being emailed to [address]”.

Under Receipt:

To start the next sale, click New sale.

Note: Note: Automatic receipts aren’t sent for guest sales, Charge to Account sales, sales fully covered by account credit, when payment receipts are turned off for your club, or when the member has unsubscribed from them. A Charge to Account sale shows the amount charged to the account, with no receipt options.

Example of emailed receipt:

To see past sales, click Sales History at the bottom left of the register.

Each sale shows the player (or Guest sale), the transaction ID, the number of items, the date and time, who started the sale (Tendered by), and the total including tax.

Tags show sales that were Charged to account or Voided, and how much was refunded (for example: “$14.97 refunded”).

To see a sale’s items, tax, and payment method, click the sale to expand it.

To print or email a receipt, click Receipt on the sale.

To collect payment for a Charge to Account sale, expand it and click Pay. Choose a payment method, then click Process sale. The sale then shows as paid.

Note: Receipts aren’t available for voided or unpaid sales, or for a Charge to Account sale until it’s paid. Unpaid sales have Void all instead. Clubs that bill one fee per item also have a Void button on each item.

Note: Refund to is preselected like this:

Guest sales never offer Account Credit.

Note: Gift card and Manual CC payments can’t be refunded to Original payment. Unpaid Charge to Account sales can’t be refunded or reverted from Sales History.

To reverse every payment on a sale and void it, expand the sale and click Revert payment, then click Revert. On a Charge to Account sale that was paid later with Pay, Revert payment reverses that payment and the sale goes back to Charged to account.

Card payments can only be reverted before they settle, usually within about 24 hours. After that, refund the sale instead.

Note: You can’t revert a payment once any part of the sale has been refunded. Refund the remaining items instead. On a fully refunded sale, Revert payment doesn’t appear.

Completed sales also appear on the Sales page in Pro Shop. See Introducing Pro Shop.

Point of sale settings control what staff see at the register, which payment types appear at checkout, your quick discount buttons, and the starting settings for new items and categories.

The Point of Sale settings page opens on that card’s tab. Each card has its own tab at the top of the page, so you can switch between them without going back.

On Register, Payment Types, and Item Defaults, click Save to keep your changes, or Discard to undo them. On Discounts, each discount is saved from its own pop-up.

The Register card controls what staff see and can do at the point of sale. Under Screen:

The Payment Types card controls which of these payment types appear at checkout. Turn on each one your shop accepts:

Credit Card Swipe/Manual is always checked and can’t be changed. It shows when your club accepts online payments. Clubs that already use Manual CC also see it here.

The Discounts card sets up the quick discount buttons staff can tap when applying a discount to an item at the register.

The percentage must be between 0 and 100, and two buttons can’t use the same percentage.

The Item Defaults card sets what a new item or category starts with, so you don’t have to enter the same settings each time.

Under New items:

Under New categories:

Defaults only apply when you create a new item or category, not when you edit or copy one.

The point of sale is your pro shop’s register, opened from Launch POS in Pro Shop.

Here’s a quick recap: