Point of Sale

Point of Sale is a drop-in staff checkout system for business apps. Instead of asking customers to complete every flow themselves, teams can execute transactions on a customer’s behalf and keep records consistent across the platform.

Overview

The POS flow is deliberately staged: build a mixed transaction, attach it to the right customer context, then finalize payment with discounts, overrides, and split methods where needed.

• Sell products, bookings, subscriptions, and form-linked items in one basket
• Associate transactions to existing users, new users, or guest checkout
• Apply discounts and custom pricing safely at confirmation time
• Handle advanced tender scenarios including split payments

How It Works

1) Build the transaction basket

Staff begin in Manager and add all relevant items to a single transaction so checkout reflects the real service mix.

2) Attach the right user context

Before payment, the transaction is tied to the right account context for downstream visibility and support.

3) Confirm pricing and collect payment

The confirmation stage handles payment method, line-item controls, and settlement details for real-world checkout edge cases.

Why This Matters for Business Apps

Completed POS transactions propagate to their native managers and user records, making this a true operational control center for staff-assisted commerce.