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Checking Out a Non-Acne Client
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CHECKING OUT A NON-ACNE CLIENT 

 

Policy 

 

  1. The FD is Responsible for Processing the Order Correctly in Zenoti and Charging Correctly for the Type of Service and Products Received. Orders Checked Out Incorrectly Will Result in a Warning and Possible Disciplinary Action.
     
  2. All Payments Are Manually charged through the credit card machine located on the front desk. We don't run the card that is on file in person. 
     
  3. The barcode scanner is to be used for ALL products with a barcode so as to prevent charging the client for the wrong product.
     
  4. The Front Desk Associate is responsible for selling retail items, selling and applying packages and memberships, applying campaigns and re-booking clients per the Estheticians recommendations and taking payment.

 

Procedure

 

Action by:

Action:

Esthetician

  1. Walks client to front desk after treatment

 

 

  1. Fills out the Checkout Slip

 

  1. Gives checkout slip to the Front Desk Associate

 

  1. Hands products to the FDA

 

Front Desk Associate

  1. Receives Checkout Slip from the Esthetician

 

  1. Receives products from the Esthetician

 

  1. Checks out client

 

  1. Schedule clients next visit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Task

 

When the Esthetician brings the new acne client to the front desk upon completed consult, the Front Desk Associate

 

  1. Receives Checkout Slip from Esthetician
  2. Navigates to guest appointment in Zenoti
  3. Right click client’s name in schedule
  4. Selects take payment from from the drop down

  5. Confirms what services are listed in Zenoti to the check out slip the esthetician and Adds services if needed by clicking the icon about Final Price

  6. Adds a package purchase if needed (See Selling Packages)
  7. Applies "Campaigns" (ie discounts), Memberships or Packages if needed (See Applying and Removing Campaigns and Adding and Removing a Package)
  8. Scan all products that have bar codes with the scanner

     
    • if a product does not have a bar code enter in the product box
      • Click "Add" after adding each item



        IMP NOTE: DO NOT USE THE CARD ON FILE, THE CARD MUST BE PHYSICALLY PRESENTED AND SCANNED. (This reduces chances of fraud and lowers the businesses costs as it costs more to charge a card on file)
  9. Takes payment
  10. Clicks "close" with option to email
  11. Bags product in plastic bag
    • ​​​​​​​One or two products are handed to guest
    • Three or four products are asked if they would like a bag
    • Five or more products are automatically given a bag
       
  12. Checks checkout slip for next recommended service and timeframe, Informs client of recommended booking timeframe and asks, "Would _________ day work for you?" 

 

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