You can sell products, packages, Purchase Options, events, or gift cards to clients through your store. You can also apply manual discounts, apply discount codes, or redeem eligible rewards during checkout.
Desktop - Staff Back Office
To make a sale using the Staff Back Office, follow these steps:
1. Access the Store
Click the App Drawer button 
then clicking View All > Store.
Alternatively, you can click Make a purchase on a client’s profile overview page.
2. Choose a location
If applicable, select the location where the sale is being made from the list under CHOOSE LOCATION.
Can be toggled on or off in your store settings.
3. Select a client
Search for the client you’re making the sale to.
Click Add Client to create a new client profile.
Click Walk-in to make the sale unassociated with a client profile.
Note: Walk-ins can only purchase products and gift cards.
4. Select items
Under Products and Services, search for each item you want to sell, then click Add to cart.
Hover over an item to view its details.
Click the Sort button
to sort items by date, name, or price.If you’re using a barcode scanner, you can also scan the product to add it to the cart.
To add a gift card to the shopping cart, see Selling a gift card.
Note: The cart has a 500 item limit, and this includes the number of items in a package. Keep this in mind if you offer packages with hundreds of items, such as single-visit session passes.
5. Optional steps
A. Modify cart items or apply discounts
Apply any necessary changes to items in the shopping cart before proceeding.
Change the quantity of an item using the Qty field under the item.
Remove items that are no longer required by clicking the Action button
next to the item, then click Remove from cart. You can also click CLEAR CART to remove all items from the cart.Apply any discounts to individual items in the cart, or the entire cart. For more information on how to do this, see Applying a manual discount at checkout and Applying a discount code at checkout.
Applying a discount won't change the displayed item prices in the Amount field at checkout, but taxes will automatically adjust based on the discounted price.
Client types can be set up to automatically apply discounts.
B. Apply commissions
If commissions are enabled in your store settings, the Staff Commission heading will appear, allowing you to manually apply commission rates for the entire sale.
This can also be done per individual item by clicking the Action button
next to an item in the cart, then clicking Apply Commission.
C. Apply rewards
If the client has eligible rewards points, click the Select Reward field and select the eligible prize from the list, then click the checkbox next to the name of the reward once it appears in the cart.
If you have any issues redeeming rewards, see Redeeming a prize for a client.
D. Add a tip
Add client tips in the Tip field (if tips are enabled in your store settings).
If you’ve registered a card reader, you can prompt the client for a tip on the card reader during payment.
E. Create a QUICK gift card
If you have set up your QUICK gift card template, you will have the option to create one with the items in your cart. See selling a QUICK gift card for more information.
6. Check out
A. Proceed to checkout and sign any contracts
Click Proceed to Checkout.
If one of the items in the shopping cart requires a contract to be signed, the Proceed to Checkout button will change to Sign Contract, and you’ll need to complete the contract process with the client before you can proceed to checkout.
If you’ve enabled custom notes in your store settings, you can add a custom note to your receipt.
B. Select payment methods
Select each payment method the client wants to use. You can select multiple payment methods to split the client’s payment between each method.
Scheduled payments will be billed to the default payment method on the client’s profile even if a different method is used to make the sale.
Gift Cards: enter the required code and the amount on the gift card will be entered automatically.
Only a single gift card can be used at checkout. To use multiple gift cards on a single transaction, the gift cards must first be added to the client’s account balance. You can then use the client’s account balance to pay for the transaction.
Virtual Terminal or ACH: enter the client’s card or ACH information to pay for the sale.
If this is a new payment method for the client, set the Save payment method to client profile option to ON to save it to their profile for future use.
To save it as their default payment method, set the Set as default payment method option to ON.
Card Reader: If you’ve registered a card reader or chip and PIN terminal, under SELECT READER, select the device you want to use to make the sale then click PROCEED TO PAYMENT and swipe or tap the card.
If your store settings are configured to accept gratuity at checkout, set the Prompt for tip on card reader option to ON if you want to prompt the client for a tip.
Chip and PIN terminals are only available to U.S. customers who use Paragon as a merchant processor.
C. Set applicable surcharges
If you select Virtual Terminal, Card Reader, or ACH, and surcharges are enabled in your store settings, you can change the surcharge amount for each payment method by turning the Add a surcharge option to ON and entering a new dollar or percentage amount.
If the client is purchasing an item with auto-renewal or other auto-payments, future charges will include the original surcharge amount.
If the client provides a tip when prompted on a Paragon chip and PIN terminal, WellnessLiving will auto-adjust percentage surcharges into a dollar amount surcharge to avoid payment discrepancy errors.
Simply turn this option off if you don’t want the client to pay a surcharge for this sale.
D. Complete the sale
Click Complete to finalize the sale.
If the client purchases a membership or session pass with attendance restrictions and without automatic reconciliation, you can manually reconcile a client’s unpaid sessions by clicking Reconcile Unpaid Visits. For more information, see Membership advanced settings and Session pass advanced settings.
Mobile - Elevate Staff App
To make a sale using the Elevate Staff App, follow these steps:
1. Access the Store
Tap the Store tab to access the store.
2. Choose a location
If applicable, under Choose your location, select the location where the sale is being made.
This can be toggled on or off in your store settings.
3. Select a client
Select the client you’re making a sale to.
Tap Search for a client to search for an existing client.
Tap Add a new client to create a new client profile.
Tap Walk-In to make the sale unassociated with a client profile.
Walk-ins can only purchase products and gift cards.
4. Select items
Search for and select the item you want to sell, then tap Add.
Tap the item to view more details about it. If everything looks correct, then tap Add to cart.
5. Optional steps
A. Modify cart items or apply discounts
Tap the Shopping cart button 
Under Cart Items, you can review and modify each item’s details.
Modify item details
Tap the Action button
next to the item, then select Edit.Under Price, you can change the price of the item.
Under Tax, you can change the amount of tax on the item.
Under Quantity, you can change the number of this item you intend to sell.
Under Starting On, you can change the start date of a membership, session pass, or package.
For some Purchase Options, you can also set them to renew automatically by setting the Auto-Renew option to ON, prorate their payment by entering a date in the Prorate from field, or allow the client to pay for only the prorated period by setting the Pay prorated period only option to ON.
Make sure to tap Save to save any changes made.
Apply a discount to a single item
Tap the Action button
next to the item, then select Add Discount.Select % or $ then enter the discount amount.
Tap Save.
Apply a discount to the entire cart
To apply a discount code, tap Discount code, then select the discount code from the list or enter the discount code, and tap Apply.
To apply a manual discount to all items, tap Manual discount, select % or $, enter the discount amount, and tap Apply.
Share or transfer an individual item
Tap the Action button
next to the item, then select Share or Transfer.Select the clients with which you want to share or transfer the Purchase Option.
Tap Save.
Remove an item
Tap the Action button
next to the item, then select Remove.
B. Add tips
Under Tips, tap Add tips to add a custom tip to the purchase.
Only available if tips have been set up for the Elevate Staff App.
C. Apply commissions
Under Staff Commission, you can assign a commission to a staff member for the purchase, if commissions are set up in your business.
To assign a commission, tap Apply staff commission, select the staff member, and tap Save.
To split the commission between two staff members, tap Split commission, select each staff member and select the commission rate for each, then tap Save.
To remove any applied commission on an item, tap the Action button
next to the staff member’s name and tap Remove.
D. Add custom receipt notes
Under Receipt Notes, enter a custom note if required.
Custom notes are limited to a maximum of 250 characters
Custom notes only appear on email receipts if the Sales Receipt client notification is enabled and the [ReceiptNotes] email variable is applied to it.
E. Fill required forms
Under Forms, complete the required forms, if any.
Tap Fill in Form, complete the form, then tap Submit.
If one of the items in the shopping cart is a Purchase Option with a contract, tap Sign Contract and complete the contract process with the client. Otherwise, tap Payment.
6. Check out
A. Proceed to checkout and select payment methods.
Tap Checkout and select each payment method the client wants to use.
You can leave a comment about the payment method under Comment. The comment entered for the payment method can be viewed on the client’s Transactions page.
You can also select multiple payment methods to split the client’s payment between each method.
Scheduled payments will be billed to the default payment method on the client’s profile even if a different method is used to make the sale.
Gift Cards: enter the required code and the amount on the gift card will be entered automatically.
Only a single gift card can be used at checkout.
To use multiple gift cards on a single transaction, the gift cards must first be added to the client’s account balance. You can then use the client’s account balance to pay for the transaction.
Virtual Terminal or ACH: enter the client’s card or ACH information to pay for the sale.
If this is a new payment method for the client, set the Save payment method to client profile option to ON to save it to their profile for future use.
To save it as their default payment method, set the Set as default payment method option to ON.
Card Reader: If you’ve registered a card reader or chip and PIN terminal, under SELECT READER, select the device you want to use to make the sale then click PROCEED TO PAYMENT and swipe or tap the card.
If your store settings are configured to accept gratuity at checkout, set the Prompt for tip on card reader option to ON if you want to prompt the client for a tip.
Chip and PIN terminals are only available to U.S. customers who use Paragon as a merchant processor.
B. Set applicable surcharges
If you select Virtual Terminal, Card Reader, or ACH, and surcharges are enabled in your store settings, you can change the surcharge amount for this transaction by turning the Add a surcharge option to ON and entering a new dollar or percentage amount.
If the client is purchasing an item with auto-renewal or other auto-payments, future charges will include the original surcharge amount.
If the client provides a tip when prompted on a Paragon chip and PIN terminal, WellnessLiving will auto-adjust percentage surcharges into a dollar amount surcharge to avoid payment discrepancy errors.
Simply turn this option off if you don’t want the client to pay a surcharge for this sale.
C. Complete the sale
Tap Complete payment to finalize the sale.
Tap Email receipt to email a receipt to the client for their purchase. Otherwise, tap No receipt.