In Onsight Pro, Punch Card configurations are automatically applied when a Punch Card product is sold. This includes details like:
- Amount of Punches
- Expiration Date
- Ability to be Shared
If you need to make changes to the configurations template, navigate to:
Settings > Customers > Manage Memberships
Below is an example on Selling a Punch Card
1. Navigate to the Point-of-Sale (POS) tab
2. Click "Customer" to choose the individual you're selling a Punch Pass to
3. Click the "Find Customer" field and type the customer's name
4. After finding the customer, check the box next to their name to indicate the sale is for this customer. Click "Save" to add the customer and return to the transaction
5. Click the "Search Commodity" field and type the Punch Pass product name
6. Click the "shopping cart" icon to add the product to the cart
7. Confirm the correct product has been loaded into POS. Click "Save" when ready ready to make the sale
8. Click "Tender" to complete the transaction
9. Onsight will prompt you to collect payment by either manually keying in credit/debit card details or if using the integrated Stripe Terminal, by inserting, tapping, or swiping the card the customer wants to pay with. Click "OK" when finished
10. Onsight will prompt to check the customer in after the transaction is complete. Click "Yes" to continue
11. Onsight will pre-select the customer(s) who were part of the purchase to check them in. Confirm the correct customer(s) are ready to be checked in
12. Click "Check-In Customer(s)" to finished checking in the customer(s) part of the sale
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