Point of Sale

Ring up any sale in one checkout.

Sell memberships, appointment packages and retail from one screen. Charge a card now, email an invoice for later, take cash or record a payment you already collected.

Two ways to sellFront desk checkout and member self-purchase
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Ridgeline Strength Co.Studio ViewMO

New Sale

Two ways to sell

Members can buy on their own. Your staff can sell anything.

Members buy public memberships and packages from your Pricing page. Point of Sale is the staff side, where the front desk rings up every other sale.

Members

Pricing page

Self-checkout for members, any time.

  1. 1Browse what's publicMembers see your public memberships and packages.
  2. 2Apply a promo codePromo codes work at member self-checkout.
  3. 3Buy without the front deskNo staff needed for the sale.
Staff

Point of Sale

The front desk checkout in TeamBuildr OS.

  1. 1Pick the member, fill the cartMemberships, packages and retail in one sale.
  2. 2Sell private offers tooPrivate memberships and packages are only sold here.
  3. 3Get paid your wayCard now, emailed invoice, cash or mark as paid.
Overview

What is Point of Sale in TeamBuildr OS?

Point of Sale is the staff checkout in TeamBuildr OS. Staff pick a member, add memberships, appointment packages or retail products to one cart, and collect payment by card, cash, emailed invoice or a payment marked as paid. Everything goes through as one transaction with one receipt.

Build the sale

One cart for everything they're buying.

Add a membership, a session package and a protein shake to the same sale. One transaction, one receipt, one confirmation email.

  • Memberships, packages and products

    Packages and products take a quantity. Memberships show their monthly price, since they bill on a cycle.

  • Private memberships and packages

    Listed under the public ones in Point of Sale. Staff, including the front desk, can sell them, and they never appear on the Pricing page.

  • Custom products

    Selling something that isn't set up yet? Create it right in the sale and save it to your inventory for next time.

  • Pay for another customer

    Ring up a sale for one member and have someone else pay for it. Handy for family billing, like a parent covering a child's membership, or for buying a package as a gift.

Set the terms

Charge today, or let them pay by a date.

Payment timing, membership start date and discounts are all set right in the sale, so the front desk never has to work around the system.

  • Process now or email an invoice

    Charge the card at checkout, or email an invoice with a due date. The member can pay from the link, or the charge runs on the due date.

  • Membership start date

    Sell today and start next week. Credits and the billing cycle begin on the start date, not the purchase date.

  • Discounts by amount or percent

    Take 20% or $25 off the whole cart for promotions, staff or a member moving over from another platform.

Get paid your way

Card, cash or already paid.

However the member pays, the sale gets recorded in the same place. Then print a receipt, start the next sale or jump to your sales report.

  • Card on file or a new card

    The member's saved card is ready to go. Add a new one if they hand you a different card.

  • Cash with change due

    Enter what the member hands you and TeamBuildr OS shows the change.

  • Mark as paid

    Record a check, Venmo, Zelle or any payment taken outside TeamBuildr OS. Nothing is charged and the member gets no payment reminders.

Point of Sale is one part of TeamBuildr OS.

Explore all TeamBuildr OS features
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Process now vs. email invoice

Two ways to time the same sale. Pick per checkout.

QuestionProcess nowEmail invoice
When payment happensAt checkout, before the sale completesBy the due date you set
Payment due dateLocked to todayYou choose it, like the 1st of next month
How the member paysStaff charge the card on file or a new cardThe member pays from the emailed link, or the payment is processed automatically on the due date
If they pay earlyAlready paid at checkoutThe invoice is marked paid and nothing is charged on the due date
Membership start dateSet separately from paymentSet separately from payment
Best forWalk-in purchases at the front deskDeferred billing, scheduled charges and giving members time to pay

Last updated

FAQ

Point of Sale questions

Memberships, appointment packages, single appointments sold a la carte, and retail products like apparel and drinks. You can add several items to one cart, and they go through as one transaction with one receipt and one confirmation email.

No. Point of Sale is staff-only. Members buy public memberships and packages on their own from your Pricing page.

Yes. Point of Sale lets you ring up a sale for one member and have another customer pay for it. That works well for family billing, like a parent paying for a child's membership, or for buying a package as a gift.

Yes. Choose Email invoice and set a payment due date. The member can pay from the emailed link before then, or the payment is processed automatically on the due date. If they pay early, nothing is charged on the due date.

Yes. Set a membership start date and the member's credits and billing cycle begin on that date, not the purchase date. Payment timing and start date are separate, so you can charge today and start next week. Every membership in one cart shares the same start date, so sell them separately if they need different dates.

Use Mark as paid for checks, Venmo, Zelle, Apple Pay or cash you already collected. No payment is processed, the invoice is marked paid, and the member won't get payment prompts or reminders.

Staff and the member are both notified. Update the payment method in the member's profile and run it again. TeamBuildr OS also retries the charge after 72 hours, for up to three attempts in total.

Promo codes only work when members check out on their own. To honor a promo at the front desk, add the same discount to the sale by amount or percentage.

Yes. When the cart has a membership or package, the member is emailed a waiver after the payment succeeds. With an emailed invoice, the waiver can also be signed on the invoice payment page. Retail products never trigger a waiver.

Yes. Sell their membership with a 100% one-time discount. That sets up the subscription and billing cycle in TeamBuildr OS without charging a member who already paid on the old platform. All future payments will be for the appropriate price of the membership.

Every sale, one checkout.

See how Point of Sale handles memberships, packages and retail in TeamBuildr OS.

Setting up what you sell? See Memberships and Packages