Using the POS Register
The Register is BusyBook’s point-of-sale checkout screen, available at the /register route. It’s a full-screen, three-panel layout designed for fast checkout during a busy day.
Layout
Section titled “Layout”- Left panel — Client picker at the top, product/service catalog below
- Center rail — Icon navigation to switch between catalog sections (Services, Memberships, Gift Cards, Retail Products, Add-ons)
- Right panel — Your ticket (line items, totals, and payment controls)
Starting a Sale
Section titled “Starting a Sale”- Open the Register from the sidebar under Money > Register, or navigate to
/register - Select a client using the client picker at the top-left. Type a name to search. Selecting a client loads their membership discounts, gift card balances, and package credits automatically.
- Browse the catalog on the left side. Use the icon rail in the center to switch between Services, Memberships, Gift Cards, Retail Products, and Add-ons.
- Tap an item to add it to the ticket on the right.
From an Appointment
Section titled “From an Appointment”When you open the Register from a completed appointment, BusyBook automatically prefills the client and service from that appointment — including the correct duration tier and price.
Managing the Ticket
Section titled “Managing the Ticket”- Adjust quantity using the +/- controls on each line item
- Remove an item by clicking the X button
- Assign a provider to a line item if you have multiple team members
- Add a note to any line item for special instructions
Applying Discounts
Section titled “Applying Discounts”Click the discount section in the ticket to open the discount panel. You can:
- Apply a percentage discount (e.g., 10% off the entire ticket)
- Apply a flat dollar amount off
- Enter a promo code that validates against your active promotions
- Apply package credits if the client has an active package
- Apply membership discount if the client is a member
Active discounts appear as removable chips. Discounts do not affect provider commission.
Adding a Tip
Section titled “Adding a Tip”The tip panel lets clients choose from preset percentages (15%, 18%, 20%, 25%) or enter a custom dollar amount. There’s also an explicit “No Tip” option. Tips are calculated on the pre-discount subtotal.
Processing Payment
Section titled “Processing Payment”Choose a payment method at the bottom of the ticket:
- Card (F1) — Charge via Stripe Terminal card reader or a card on file
- Cash (F2) — Opens the cash modal with quick-pick denomination buttons and change calculation
- Gift Card (F3) — Apply a client’s gift card balance
- Split (F4) — Combine multiple payment methods
Press Enter or click Charge to complete the sale. After payment, the receipt screen appears with options to email, print, or rebook.
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”| Key | Action |
|---|---|
| F1 | Card payment |
| F2 | Cash payment |
| F3 | Gift card |
| F4 | Split payment |
| Enter | Charge / complete sale |
| Escape | Cancel current action |
Saving Drafts
Section titled “Saving Drafts”If you need to pause a transaction, click Draft in the toolbar to park the ticket. You can resume it later from the Register toolbar.