Follow these instructions to set up staff members using your fingerprint scanner in the Time & Attendance module.
The Point of Payment prompt can be used to remind front desk staff to ask clients if they would like to contribute to the charity or cause of your choice.
The payment fields will be locked until you have clicked the Pay Now button and followed the prompts.
Once you click the Pay Now button then your prompt will appear.
If you click Yes then another prompt will appear asking if you wish to insert the pre-determined item into their invoice so that it adds it to their bill.
The item will appear in the sales window.
You can now proceed to complete their payment. You will notice that the total charge has been adjusted with the value of their contribution.
Click here for details on how to set up this feature before use.
If you are receiving stock from a supplier but did not originally create an order in ESP using the stock order feature then you are able to scan the barcode on the item in order to locate the item more quickly and accurately. Note that you can also type the barcode and press enter if you don’t have a barcode scanner.
In order for the barcode scanning feature to work correctly you must ensure that you have added to the barcode to the item set up beforehand.
To look up an item using the barcode during a stock receive place your cursor in the Code field, scan the barcode (or type the code and press enter) and the item name should appear in the Item field.
To check out a group of clients booked using the Group Booking feature follow these steps.
Select the Group button on the Scheduler main menu. A list of all groups will appear that have not yet been checked out.
Highlight the group that you wish to check out and select the Checkout button
When you select the Checkout button a message will appear informing you that sales will be created for each member in the group.
Then you will land on a payment page. The client name under whose name you created the group will appear and they are responsible for making payment. A sale will appear for each individual client so that their client histories get updated, however, the payment will appear under the client you selected for the payment part of the transaction.
To insert a group booking complete the following steps:
Create a new booking. You will see a Group Booking label. Click the New button to create a new group.
You need to choose a client from your existing client database to put the group name under, select this client from the client list. You can also enter some notes relating to the group.
Once you have selected the client as the group name you then need to assign the booking to that group.
Now you are are ready to add other clients to that same group.
To pay for a group booking use the Group Checkout feature.
To add an emergency contact into a client record card open the client record card and go to the General Tab. You can then insert the required contact name and number.
Note that this information can also be captured and viewed when using the ESP InHouse tablet app.