If you offer services that involve two people working simultaneously, the generated revenue must usually be allocated to both people as well. If the service costs €100, for example, this amount can be distributed equally between the employees, or for example 30/70. We explain how to do this here.

1.) Add cashier services to the service

The service to be split must be given the property that the revenue can be divided during the checkout process. This is done using the "Cashier services" function. If this is not yet activated, it can be added under "Settings".

In the service to be set up, select the "Cashier assignment" sub-tab in the "Price" tab and initially create an assignment.

Then you can create the first of the two cashier services. Here you can enter 50 percent of the total price, or – if the employees are not splitting the revenue equally – also just a partial amount.

You proceed exactly the same way with the 2nd part. Here, a new assignment is first created in which the 2nd part of the revenue is entered:

The correct setup now looks like this:

2.) Cashier the service

When this service is cashed, the booked employee is initially displayed for both parts of the revenue:

By clicking on the name / profile picture, you can select the other person here:

In this way, the revenue from a single service is allocated to different people.

Use categories to define properties across product groups and manage them more efficiently.

These can be defined at "Settings » Prices & Competencies » Options » Settings" in the "Categories" subtab.

In the area of revenue statistics, there is the use case of determining the amount that individual employees have actually provided. Here, vouchers and service packages play an important role.

The term "Services Provided" sums up all services and sales that the employee has directly provided. Service voucher redemptions and package redemptions are considered as provided, for example, even if they do not flow into revenue. Voucher sales and service packages are not considered as provided.

Use this key figure for any commission calculations.

If you manually change an existing price during the checkout process, a reason must be entered for this. In order to work in compliance with the law, it is required to justify and document a price change. With the price change templates, you can create buttons that simplify the entry of reasons.

Create price change reasons

If it can happen frequently in your company that prices are changed during the checkout process, the reasons for this can be stored.
Common examples are:

• Additional effort
• Material consumption
• Entry of the actual price if a price range is entered in the service

Create your templates here so you can use them in the checkout process.

Price change reasons in the checkout process

If you click on a price during the checkout process to change it, you can manually type a reason in the input field or click on one of the already created templates:

The selected reason is then displayed in the checkout process:

Price changes in the calendar

If you want to see in the calendar which appointments had price changes, you can specify in Settings > Cash Register System > Basic Settings that a lightning bolt icon appears on the appointment.

The Service Packages function allows you to sell and document service packages. Here we explain how to set them up.

Step 1: Create a Service Package

To create a service package, click on the Service Package button

Please select a customer to whom you want to assign the service package or create a new customer file and assign it to them.

Step 2: Define Service(s)

Here you can add one or more services using the "+Service" button:

After you have added services, you can set a comment and a custom price:

Step 3: Complete Package Sale

Once you have finished setting up the package and want to sell it, switch to the "Overview" section and select "Complete Package". A new checkout process will then be started to complete the sale of the package. You can now select a payment method and complete the process.

Step 4: Schedule Package Appointments

Depending on how you want to schedule appointments, you now have several options to arrange the appointments:

1. Within the customer file, there is a list of appointments that still need to be performed. You can schedule the target appointment directly with just a few clicks here.
2. You schedule appointments normally in the calendar and select exactly the service you sold in the package.
3. You allow the customer to book appointments online.

Overview in the Customer File

In the customer file, under the "Service Packages" tab you will find an overview of redeemed and scheduled appointments as well as the option to schedule a new appointment.

You can have the recipes from a customer's last three appointments printed out. This way you can take the printout with you for color mixing or prepare better for the customer. You must first set up the printing of recipes.

How to activate the recipe field

1. Click on Settings in the navigation bar and then navigate to Settings for appointment entry under the Calendar category. In the new window, click on Additional Fields.
2. Now add a new card field there by clicking the +Card Field button. Fill in the fields as follows:

   • Name: Recipe
   • Type: Text
   • Show in appointment details: enabled
   • Show already during appointment entry: enabled

3. Save by clicking on Save.
4. From now on, note the recipe used in the Recipe field for every appointment.

How to print a customer's recipes

1. Click on the appointment of the desired customer.
2. Click on Options in the appointment field and then click on Print recipes.
3. This opens a new page with the recipes from the last three appointments. Using the keyboard shortcut CTRL+P (CMD+P on Mac), you can print the page, whether on a computer or on the receipt printer.