Accept, Check In and Check Out Online Service Reservations

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With the enforePOS online presence, you can allow your customers to reserve an appointment for a service such as a perm or a haircut. In this How-To, we'll show you how to accept online service reservations, check in the reservation, and check out when the service is complete. 

Learn how to create, check in and check out service reservations for your walk-in customers or for incoming service reservations via phone or email here.

Reserve a Service Online

Your customers can reserve a service at an available time via your online presence.
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If you request a reconfirmation for your reservations, the customer who wants to reserve the appointment will receive an email or SMS asking for a reconfirmation. 

Accept Online Reservations

Setting: Reservations must be confirmed

If you have enabled the Reservation must be confirmed option in the Service Reservation module, and therefore your reservations must be confirmed manually, these reservations will be displayed in the Inbox area.
You have a clear view of all reservations, along with suggested available resources, which you can now assign and confirm so that your customers can receive an automatic reservation confirmation via email or SMS.

  1. In the POS menu, open Reservations > Inbox.
  2. Select the reservation you want to confirm.Bildschirmfoto_2023-04-28_um_16.36.59.png
  3. If another staff member is to perform the service, select the appropriate staff member.Bildschirmfoto_2023-04-28_um_16.36.59_Kopie.png
  4. Tap on [Confirm].
    Bildschirmfoto_2023-04-28_um_16.36.59_Kopie_2.png⮕ After you confirm a reservation, your customer will receive a reservation confirmation.

Setting: Reservations do not have to be confirmed

If you have disabled the Reservation must be confirmed option in the Service Reservation module, and therefore your reservations do not require manual confirmation, these reservations will be displayed in the Confirmed section.

Exempt from this are reservations of new customers. These must always be confirmed manually, even if the Reservation must be confirmed option is deactivated. This function is used to avoid reservations with wrong customer data. After you have once confirmed the reservation of a new customer, further reservations of this customer are automatically accepted and displayed in the Confirmed area. 

You have a clear view of all reservations with the assigned staff members. Your customers have already received an automatic reservation confirmation via email or SMS. 

  1. In the POS menu, open Reservations > Inbox.
  2. Tap on Confirmed.
    ⮕ All confirmed reservations are displayed in the left column. Bildschirmfoto

    If you are not able to realize a certain appointment, you can tap on the reservation and cancel it. Your customer will receive a notification by email or SMS. 

Check In Reservation

When your customer shows up on the day of the reservation, your first step is to check in the reservation. To do this, follow these steps:

  1. In the POS menu, open Reservations > Active Reservations. Bildschirmfoto

    Alternatively, you can access the reservation from your reservation calendar and check in from there. You can open the reservation calendar under Reservations > Active Reservations > Calendar overview.

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  2. Select the reservation you want to check in. 
  3. Tap on [Check in]. Bildschirmfoto⮕ The reservation is marked as Checked In.

    If your customer has arrived but the staff member is not yet free, select the [Arrived] option.

Check Out Reservation and Collect Service

Your customer has received their service and now you want to get the payment for the service? To do this, follow these steps:

Requirement

  • You have activated the Reservation settlement in the cash register option in the POS menu under Reservations > Reservation Settings.
  1. In the POS menu, open Reservations > Active Reservations
  2. Select the reservation you want to check out and collect. Bildschirmfoto

    Alternatively, you can access the reservation from your reservation calendar and check out the reservation from there. You can open the reservation calendar under Reservations > Active reservations > Calendar overview.

    Bildschirmfoto ⮕ The reservation window opens.
  3. Tap on [Check out]. Bildschirmfoto⮕ Your reservation has been loaded into the cash register. Bildschirmfoto

    Optionally, you can add care products that you presented to your customer during the service to the basket. 

  4. To add an additional care product, tap on the sales item. Bildschirmfoto

    You can optionally assign this purchase to a staff member if you have enabled the Assign Staff Member to every sold product option in the POS menu under Sales > Sales Channels > Sales tab.

  5. Optionally, tap the employee to whom you want to assign the purchase.BildschirmfotoThe sales item has been successfully loaded into the cash register and assigned to the staff member.
    Now you can collect the order as usual. 

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