Sales & Payments

Payments on the Client Portal

To accept online payments through the Client Portal, you need to connect your Stripe account and enable online payments. Open the Client Portal settings 1. Select your username in the top-right corner. 2. Under Your Account, select Store Admin. 3. Under Clients, select Client Portal. This opens the Client Portal Setup screen. Open Payment settings From the menu on the left, select Payments. The Payment Processing section shows the current Stripe connection and online payment settings. Connect your Stripe account If Stripe has not yet been connected, follow the prompts in the Payment Processing section to connect your Stripe account. You will be redirected to Stripe to complete the connection process. Once successfully connected, the page will display: Your Stripe account is connected The connected Stripe account details will also be shown so you can confirm that the correct account has been linked. Enable Online Payments Turn on Enable Online Payments. When enabled, your clients can make online payments through the Client Portal where online payment options are available. Configure Deposit & Checkout Rules Under Deposit & Checkout Rules, configure how payments should be handled when clients make bookings. Available settings include: - Payment Requirement Tier – determines whether payment is required as part of the booking process. - Audit/Ledger Payment Type – determines the payment type used when recording Stripe payments in Konnect. Review these settings carefully to ensure payments are recorded and processed according to your business requirements. Save your changes Select Save in the top-right corner after making any changes. Your Client Portal payment settings will then be updated. Disconnecting Stripe If you need to remove the currently connected Stripe account: 1. Go to Store Admin → Client Portal → Payments. 2. Locate the connected Stripe account. 3. Select Disconnect. Disconnecting Stripe will prevent the Client Portal from using that Stripe account to process online payments. You can connect another Stripe account afterwards if required. Troubleshooting If online payments are not available to clients, check that: - A Stripe account is connected. - Enable Online Payments is switched on. - The correct Stripe account is displayed. - Your Deposit & Checkout Rules are configured correctly. - You selected Save after changing the settings. If the connected Stripe account is incorrect, disconnect it and connect the correct Stripe account before enabling online payments.

Selling Gift Cards on the Client Portal

The Client Portal allows your customers to purchase digital gift cards online. You can choose whether gift card sales are available and whether Gift Cards appears in the Client Portal menu. Before enabling online gift card sales, ensure that online payments have been configured and your Stripe account is connected. Open the Client Portal settings 1. Select your user menu in the top-right corner. 2. Under Your Account, select Store Admin. 3. Under Clients, select Client Portal. This opens the Client Portal Setup screen. Open Gift Card settings From the menu on the left, select Gift Cards. The Online Gift Card Sales section controls whether customers can purchase gift cards through your Client Portal. Enable Online Gift Card Sales Turn on Allow Online Gift Card Sales. This enables customers to purchase digital gift cards online. If this option is turned off, customers will not be able to purchase gift cards through the Client Portal. Show Gift Cards in the Client Portal menu Turn on Show Menu Gift Cards if you want Gift Cards to appear as an option in your Client Portal navigation. You can enable online gift card sales without showing the Gift Cards menu. This is useful if you want customers to access the gift card purchase page using a direct link instead. Gift Card Purchase Page Under Portal Links, the Purchase Page section displays your unique gift card purchase link. You can use this link to direct customers straight to your online gift card store. For example, you can share the link through: - Your website - Email - Social media - SMS messages - Marketing campaigns - QR codes Select Open to preview the gift card purchase page as your customers will see it. Manage your Gift Card Catalogue The Gift Card Catalog section displays the gift cards currently available for online purchase. Select a gift card to open and edit its settings. Review your gift card catalogue before enabling online sales to ensure the correct gift cards are available to customers. Save your changes After changing your gift card settings, select Save in the top-right corner. Your updated settings will then apply to the Client Portal. Before going live Check the following before making online gift cards available to customers: - Allow Online Gift Card Sales is enabled. - Your Stripe account is connected and online payments are enabled. - The gift cards you want to sell are available in the Gift Card Catalog. - Show Menu Gift Cards is enabled if you want Gift Cards displayed in the Client Portal navigation. - The Client Portal Header Menu is enabled if using the Gift Cards menu option. - You have selected Save after making your changes. It is also recommended that you select Open under Purchase Page and complete a final check of the customer experience before sharing the link with customers.

Sending a Payment Request to a Customer

Payment Requests allow you to send a customer an email containing a secure link to pay an outstanding transaction online through the Client Portal. This is useful when a customer needs to pay for a booking or other transaction remotely rather than making payment at the store. Before you begin Online payments must be set up before you can send Payment Requests. See Payments on the Client Portal for instructions on setting up online payments. Once payment processing has been configured, you can send a Payment Request from the normal payment screen. Open the customer's transaction Open the transaction you want the customer to pay. For example, from the Calendar you can select the customer's booking to open the transaction and proceed to the Booking Payment screen. Go to the payment screen Review the transaction and confirm that the services, products and amounts are correct. Proceed to Checkout to display the available payment methods. Along with your normal payment methods, you will see Send Payment Request. Select Send Payment Request. Enter the Payment Request details The Send Payment Request window will open. Check or enter the following information: Email Address The customer's email address will be automatically entered where one is available. You can change the email address before sending the request if required. Requested Amount Enter the amount you want the customer to pay. The amount must be greater than zero and cannot be more than the outstanding amount due on the transaction. This means you can request either the full outstanding balance or a partial payment. Note (optional) You can add a short message for the customer. The note will be included in the Payment Request email sent to them. Send the request Check that the email address and requested amount are correct, then select Request. The customer can use the payment link in the email to securely make their payment online through the Client Portal. What happens when the customer pays? The customer follows the link in the Payment Request email and completes their payment online using the payment facilities configured for your Client Portal. Once the payment has been successfully processed, the payment is applied to the associated transaction. This means staff do not need to manually enter the online payment against the transaction. Requesting a partial payment You do not have to request the entire outstanding balance. For example, if a transaction has $150.00 outstanding but you only want to collect a $50.00 deposit, change the Requested Amount to $50.00 before sending the Payment Request. The remaining balance will continue to be outstanding on the transaction. Changing the customer's email address If the email address shown on the Payment Request is incorrect, you can change it before selecting Request. Changing the address in the Payment Request determines where that particular request is sent. If the customer's stored email address is incorrect, you should also update their client record so the correct address is used in future. If Send Payment Request is not available If you cannot send a Payment Request, first check that online payments have been correctly configured. See Payments on the Client Portal and confirm that: - your Stripe account is connected; - online payments are enabled; and - your Client Portal payment settings have been saved. Payment Requests rely on the Client Portal's online payment functionality, so this setup must be completed before customers can pay a Payment Request online.

How to Add a Gift Card for Online Purchase.

How to Add a Gift Card Online. Adding gift cards online are a great way to provide your clients with last-minute gift options. You can sell fixed amount gift cards or allow your clients to set their own amount. Click on the following link: https://my.konnect.software/GiftCards Or From the top menu, click on the Clients tab. From the drop-down menu, select Gift Cards. Click on the green +New Gift Card button. (Click here to learn how to create a Gift Card) Or Click on an existing Gift Card. The gift card’s Details page will appear. Scroll down to Online Purchase. Show Online: Click this slider to change to Yes. Online Description: Type in the description of the Gift Card, e.g. Christmas Gift Card. Terms and Conditions: Type in the Terms and Conditions for this Gift Card. Email Template: You can choose to attach a pre-made image to the Gift Card or choose your own Custom Design. Choose an email template to add to your Gift Card by clicking on the down-ward facing arrow. A selection of gift card templates will appear. Choose the email template that best suits the Gift Card theme by clicking on the image, Or Select Custom Image to add your own image. Expires After: You are able to set the expiry of the gift card here. Click on the down-ward facing arrow to choose an expiry time. Now Click on the Blue Save button. Your Gift Card is now available online for purchase.

Selling Gift Cards Online

1) Setup your client portal to allow the selling of gift cards to your clients by visiting: my.konnect.software/Admin/ClientPortal/GiftCards 2) Ensure you have Allow Online Gift card Sales selected to Yes 3) Using the Gift card Catalog, select which you would like to show online. If you need to setup new gift cards, use the New Gift Card button shown. ​ 4) Copy the Purchase Page link and use this within marketing emails, social media and within your website as required. Note: You must enable Online Payments to be able to sell Gift cards online. ​

How to start and end trade

At the commencement of each trading day, Konnect's trading day is initialised by the store manager. This process prepares the system to accept the day's transactions from the store's employees. If trading is on, you are required to finish the previous trading day before you can start the next trading day. To be able to start/end trade, ensure that trading is enabled. To learn how to enable trading, click here. Start Trading Step 1: Click the Transactions tab and select Trading. Step 2: A pop-up will appear confirming if you wish to start trade. Select Yes. Step 3: Ensure the new trading day you have selected is correct date. If you have selected Yes to Declare the registers before trading during the setup, enter the total amount you currently have or alternatively, click the Calculator icon to enter the quantity/value of each individual currency. When values have been entered, set Yes to I have checked the above values. Once done, click on Start Trade. Once trading has started, a pop-up will advised trading has started for the selected day. new_trading_date.png End Trading Note: If you set a float in start trade, you will also have to declare this in end trade. Failure to do so will result with a misbalance. Step 1: Click the Transactions tab and select Trading. Step 2: A pop-up will appear confirming if you wish to end trade. Select Yes. Note: If you have any incomplete transactions, a warning will appear. incomplete_transaction_warning.PNG Either complete the transaction by clicking the blue pencil icon or cancel the transaction by clicking on the red cross icon. When there are no more transactions, select Continue to End Trade. incomplete_trade.PNG Step 3: The end trade procedure will commence. If you have selected Yes during the start/end trade setup to declare registers at the end of trading, proceed with your declaration. Alternatively, click the calculator icon to enter the quantity/value of each individual currency. Step 4: At the last page, you will see the Check Declaration confirmation. Here, you can check if the declared values are correct. If you wish to cancel the declaration you may do so by clicking Cancel Declaration. To amend payments, click on the Previous. ​ If all declared sums are correct, select I have checked the above values and click on End Trade. Note: You can cancel the declaration if you still need to complete a transaction within the same trading day.

How to Search for Parked Transactions

If a customer's transaction is unfinished due to an outstanding balance, it will be temporarily put on hold. This parked sale can be retrieved and completed at a later time. To locate a parked sale: Step 1: Go to the Transactions tab and select Search Transactions. Step 2: Type in the search word: Parked and tap Search Note: You can also search for the parked sale by specifying the date.

Assigning Commissions

Commissions can be assigned either during a transaction or after the transaction is completed. To assign commission: Step 1: In a Cash sale / booking payment transaction, click on the item to reveal the options popup. Step 2: The edit popup will appear Step 3: Select the team member you wish to assign the item's commission to and tap Save Step 4: Once selected, the name of the employee will appear below the product/service, with 'assisted by' next to their name. Note that the commission rate will depend on whether you have setup default commission or Team Member's commission rate.

Setting Up Team Member Commission

Commission is a great way to incentivize your team members and encourage them to increase their sales. There are two ways to set up commission: default commission rates and team member commission rates. Default Commission Rates: This is a default rate that you can set for products and/or services. Once set, the same rate will apply to all team members. Team Member Commission Rates: This option allows you to set individual commission rates for each team member. This is useful if you want to offer different rates based on seniority, experience, or other factors. Setting Up Default Commission Rates: Step 1: Click Store Admin under your name at the top right. Step 2: Select Team Settings. Here, you can set your default commission rate by entering the percentage in the designated field. Once you are satisfied with the rate, click Save. Setting Up Team Member Commission Rates: Step 1: Click on the Team Members tab and select Your Team. Step 2: Locate the team member in question and open their team member card. Click on the Payroll tab and you will see the option to adjust their individual commission rate for products and/or services. Once you have made the necessary changes, click Save. Congratulations, you have successfully set up commission rates for your team members. Now sit back and watch as your team members are motivated to sell more and increase your salon's revenue.

How to Add Tyro to Konnect

To Add a Tyro EFTPOS termimal to Konnect please follow these steps: 1. Visit: https://my.konnect.software/Admin/PaymentTypes 2. Press the New Payment Type button 3. Enter the Description of the Payment Type such as "Tyro Eftpos" 4. Change the Type to Online Payment Processor 5. Select Tyro from the Online Payment Processor dropdown box 6. Press the Save button To use the newly created Payment Type, within the transaction screen Select Tyro under the Payment Section.

How to perform a Petty Cash Transaction

Konnect helps you to keep track of your store petty cash by allowing you to enter them through the program as a transaction. To enter Petty Cash transactions, you must first create a Petty Cash code. To do this: Go to https://my.konnect.software/PettyCash Step 1: Click the New Petty Cash button. Step 3: Fill in the relevant information. When finished, click Save. To enter a petty cash transaction: Step 1: Click the Transactions tab and select Petty Cash. Step 2: The Petty Cash Transaction Entry will appear. Like a Cash Sale or Booking Payment, Select the Petty Cash Item. If require, press and hold the Petty Cash item to adjust it's value. Step 3: Complete the transaction by selecting the Check Out button and Complete the Transaction.

Xero Integration

To set-up your integration: Step 1: Visit https://my.konnect.software/Integration/Xero ​ ​Step 2: Switch the Integrate Xero button to Yes Step 3: Click the Connect To Xero button Step 4: Enter your Xero Email Address and Password when asked Step 5: Select your Organisation and click the Allow access button Step 6:  You will now be directed back to Konnect. Step 7: Optionally, you can set-up your Account Mapping if desired. Step 8:  If required, change the account mapping between Konnect and Xero to suit your needs.

How to Create a Service

Adding all the services you offer is important so you can set prices, duration times and assign certain services to a particular team member or room. Adding services to your database is also required for loyalty programs and online bookings. How to add a service. Step 1. Click the following link to create a service: https://my.konnect.software/Service/view or From the top menu, click on the Products tab. From the drop-down menu, select Services. Click on the green +New Service button. The services page will appear. Step 2. Details Code: Enter a service code. A service code is a unique identifier for this service. This code may reflect the service’s details, e.g. A code for a Style Cut & Blow Dry for Short hair may be as follows. Description: Enter a short description of your service. E.g. Style Cut & Blow Dry – Short Hair. Category: Enter a category for the service by selecting the +plus sign or select a previously listed category by clicking on the arrow A pop-up will appear. Enter the category name into the field. The category will depend on the type of service, e.g. Style cuts. To learn more about categories, click here. Once you have entered the category, select the Save button. Now select the category you have made. Colour: Select the colour you wish this service to appear on the booking screen. This helps staff to identify a service at a glance. The services Status is set to Active by default but you can change this to Suspended if needed. To learn how to suspend a service, click here. Times Adding a time frame or processing time to each service ensures your booking calendar is accurate. Minutes: Add the amount of time needed for the service in minutes by typing in the numerical amount or by repeatedly clicking on the plus button until you reach the desired number of minutes. E.g. 45 Processing time: Processing time is set to NO by default. If your service requires processing time, change the slider button to YES. Once the slider is changed to YES, new time fields will appear. Add the required processing or finishing minutes into the fields, as shown below. Pricing Price: Enter the price for the service, e.g. $75.00 Tax rate: Enter the tax % rate for your product, e.g. 10% The tax % amount varies according to your country and location. Check with your local tax office or accountant for the specific amount required. Average cost: The average cost is automatically calculated based on receiving services into the system. The Average Cost is a service valuation method where the cost of all your services is averaged to find the cost. This is needed for accounting and reporting purposes. Step 3. Once completed, click the blue Save button on the right. Congratulations! You’ve added your first service.

Refunding a Stripe Payment

To Refund a Stripe payment: 1) Select the Payment in the transaction 2) Select Stripe Refund Note: If you have already completed a transaction, this option will not be available, and a standard refund will be required.

How to Create a New Gift Card.

Selling Gift cards are an easy way to increase your revenue. Plus, Gift cards give your existing clients the opportunity to recommend your services to potential new clients. Konnect makes selling and managing gift card hassle-free. You have the option to sell virtual gift cards online, send via email or SMS or even print them out. Click the following link: https://my.konnect.software/GiftCards Or From the top menu, click on the Clients tab. From the drop-down menu, select Gift Cards. Click on the green +New Gift Card button. The Gift Card Details page will appear. Code: Type in a relevant code. Description: Describe your Gift Card, e.g. Christmas Gift Card. Category: Select a suitable category, e.g. Gift Cards. Barcode: Type in or scan a barcode if using. Status: The status of the gift card is set to Active by default but you can suspend a gift card by clicking on the slider which changes the status to Suspended. Pricing Price: Type in the dollar amount of the gift card, e.g. $50.00. Remember to save your gift card details by clicking on the blue Save button. Your Gift Card has now been completed and is ready for sale. To learn how to make a gift card available online, click here.

Navigating Konnect Transactions

Desktop Version Mobile Version Adding an Item to the transaction To add a product, service or other types of items to the transaction, tap or click the item in the selection screen. If you are on a mobile device, you will need to click the Add Item button first. Edit or delete an item already in the transaction Tap the item in the transaction display and the editing options will appear Once you have made changes, tap the Save button. If you would like to delete the item, click the Delete button A faster way to change a price. If you would like to change the price or more than 1 to the transaction, press and hold the item. This will pop up more options for you to select depending on the transaction type. Update the details and tap the Confirm button. Searching for an Item To search for an item, Tap the search box and enter the description, SKU or barcode number. Depending on the type of transaction you are performing, you can also use the Services, Products, Packages, Prepaid and Gift Cards buttons to narrow down the items shown. Completing a Transaction Once you are done entering all of your items into the transaction, click the green Check Out of Continue button Entering a payment To enter a payment, tap the Payment Type. If you wish to split payments, change the Payment Amount and then tap the Payment Type. Completing a Transaction The complete button will show once you have entered all the payments. Tap the Complete button to finalise the transaction. You will then see the final details of the transaction.

How to Add a Photo to Gift Cards.

Adding a photo to a Gift Card’s details makes it quicker to identify the type of gift card you wish to sell. Click on the following link: https://my.konnect.software/GiftCards Click on an existing Gift Card. The chosen gift card’s Details page will appear, e.g. Christmas Gift Card. Click on the Pencil icon to add a photo. Choose a photo from your computer, tablet or smartphone. Resize your image to fit into the box by dragging on the corners with your cursor. When you are happy with the image, select the Crop button to save. Now your Gift Card photo is visible. Select the blue Save button. Now your Christmas Gift Card is easy to identify at a glance. Well Done!

How to Add Loyalty Points to Products

A loyalty points system is a fantastic way to make your clients feel appreciated while you increase revenue. Konnect automatically allocates points or dollars to your client’s card, depending on their spending habits. For ideas on how to set up a loyalty program, click here. Click the following link to add loyalty points to products: https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. The product page will appear. Select the desired product by clicking on the product name**.** E.g. Lily and Rose Shampoo. Click on the Loyalty button. The Loyalty page will appear. Loyalty fields. Loyalty points: Set the number of loyalty points you wish to allocate to this product. Increase by will be the first field you see. Keep this selected and add the number of points by clicking the +plus sign to increase the amount or the -minus sign to decrease the amount. Alternatively, you can simply type in a numerical amount. e.g. 1 If you need to reduce this amount in the future, you can select the arrow in the drop-down menu next to Increase by and select Subtract by. Then continue as above by adding in the new loyalty point amount. Loyalty money: Set the loyalty dollar amount you wish to allocate to this product. Leave this section blank if you are using the points system. You may also choose to use a combination of both loyalty points and loyalty money if desired. If you need to reduce this amount in the future, you can select the arrow on the drop-down menu next to Increase by and select Subtract by. Then continue as above by adding in the new loyalty point amount. Points Redemption: Free when client has: This is the first field you will see. Add the total number of points a client needs to receive this product free of charge. Add numerical amount, e.g. 45 loyalty points. Or Select the arrow on the drop-down menu next to free when client has to reveal another option. Never give for free: Select this option if you do not want to allow this product to be given free of charge. Once completed, click the blue Save button. Yay! You’re done.

How to Add Loyalty Points to a Service

A loyalty points system is an awesome way to make your clients feel appreciated while you increase revenue. Konnect automatically allocates points or dollars to your client’s card depending on their spending habits. For ideas on how to set up a loyalty program, click here Click the following link to add loyalty points to a service: https://my.konnect.software/Services or From the top menu, click on the Products tab. From the drop-down menu, select Services. The Services page will appear. Select the desired service by clicking on the service name**, e.g. Eyelash Tint.** Click on the Loyalty button. The Loyalty page will appear. Loyalty fields. Loyalty points: Set the number of loyalty points you wish to allocate to this service. Increase by will be the first field you see. Keep this selected and add the number of points by clicking the +plus sign to increase the amount or the -minus sign to decrease the amount. Alternatively, you can simply type in a numerical amount. e.g. 1 If you need to reduce this amount in the future, you can select the arrow in the drop-down menu next to Increase by and select Subtract by. Then continue as above by adding in the new loyalty point amount. Loyalty money: Set the loyalty dollar amount you wish to allocate to this service. Leave this section blank if you are using the points system. You may also choose to use a combination of both loyalty points and loyalty money if desired. If you need to reduce this amount in the future, you can select the arrow on the drop-down menu next to Increase by and select Subtract by. Then continue as above by adding in the new loyalty point amount. Points Redemption: Free when client has: This is the first field you will see. Add the total number of points a client needs to receive this product free of charge. Add numerical amount, e.g. 15 loyalty points. Or Select the arrow on the drop-down menu next to free when client has to reveal another option. Never give for free: Select this option if you do not want to allow this service to be given free of charge. Once completed, click the blue Save button. Yay! You’re done.

How to Add a Service to Online Bookings

For a service to be available online to your clients, you must add them here. Remember to write a clear description of the service in a language that your clients will understand. Click the following link to start setting up your new product. https://my.konnect.software/Services or From the top menu, click on the Products tab. From the drop-down menu, select Services. Select the Service you wish to make available for online bookings. You can do this by clicking on the service name, as shown below. The service details page will appear. Select the Online Bookings tab. The Online Bookings page will appear. The information entered here will be what your clients will see online. Show Online: Select Yes to show this service as available to book online. Select No to remove this service from online bookings. Online Description: Write a description that best describes the service and, in a language, that your clients will understand. Price and Time Display: Price and Time display options are only available in our new Online Booking System which will be released shortly. Price Display: Once completed, click the blue Save button on the right. Great! You’ve added your first online booking service!

Stock Control

Managing stock is a breeze with Konnect. The stock control feature enables you to receive prompts when stock is low. Entering stock details is also essential for inventory and performance reporting. How to add stock control details. Click the following link to add stock control details. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. The products page will appear. Select the desired product by clicking on the product name**.** E.g. Lily and Rose Shampoo. Click on Stock Control on the left. The stock control page will appear. Stock Control fields. Allow Sales: This option determines if you want to allow your product to be sold on the system. Select Yes or No by clicking the slider button. Allow booking: This option determines if you want to allow your product to be used in a booking. Select Yes or No Maintain stock: Ensure this is checked to allow Konnect to maintain stock holding, making ordering and inventory counts easier. Select Yes or No Stock on hand (SOH): Stock on hand tells you the total number of products currently registered on the system. Click on the orange button Adjust Enable SOH (Stock on hand). A new tab – Stock Exchange Reason will appear. Alongside this is a clickable field with the name Stock Count Gain. For now, leave the new tab as Stock Count Gain. Now you can go back to Stock on Hand and add the amount of stock you have. e.g. 15. Reorder point: Amount in which stock is reordered once numbers have gone below the set point. Add the desired number by clicking the plus sign or by typing in the numerical amount. e.g. 5 Maximum level: Maximum amount of this product you would like to hold at any one time. Add the desired amount. e.g. 20 Pack quantity: Add the number of products that come in one standard pack. e.g. A Shampoo and Conditioner pack would be classified as 2. The example product shown has 1. At this stage, you can leave the supplier fields blank. Once completed, click the blue Save button on the right. Congratulations! You’ve completed stock control for your product.

How to Add a Product Photo

Click the following link to go to the product page. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. The products page will appear. Select the desired product by clicking on the product name**.** E.g. Lily and Rose Shampoo. Click on the pencil icon. Upload the photo of your product you have saved on your device. You can take a photo using your phone or save a photo of the product from a webpage. Once selected, the product image will appear. Resize the image to fit by dragging on the corners with your cursor. Now you can see the whole image. Select the Crop button to save. The product photo is now visible. When you go back to the main Products page, the photo will appear alongside the product details. Well done!

How to setup your Tax System

You may setup the following tax system within Konnect Spa and Salon Software. - GST (Goods and Services Tax) - US Sales Tax - VAT (Value-added Tax) To setup your tax system: Step 1: Click the Admins tab and select Setup. admin_setup.png Step 2: On the left side, click Sales Settings. You may now set a Sales Tax System to suit your local legislation, followed by the default tax rate. sales_settings.PNG

How to Create a Product

How to create a product. Managing your retail products with Konnect is easy. Once you enter the product details, you can then sell them to clients individually or combined with a service. Plus, you can manage stock levels, automatically set a re-order reminder, assign loyalty points to products and track product performance. How to add a product. Step 1. Click the following link to start setting up your new product. https://my.konnect.software/Product/View or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. Click on the green +New Product button. The product details page will appear. Step 2. Details Code: Enter a product code. A product code is a unique identifier for this product. This code may also be called a Stock Keeping Unit (SKU) or item number. A code/SKU may reflect the details of a product, such as type, colour or size. E.g. A code/SKU for Lily & Rose Shampoo (250mls) may be LR-SH-250. Description: Enter a short description of your product. The description is usually found on the product label. E.g. Lily & Rose shampoo. Category: Enter a category for the product by selecting the +plus sign or select a previously listed category by clicking on the arrow A pop-up will appear. Enter the category name into the field. A category will depend on the type of product. To learn more about categories, click here. Once you have entered the category, select the Save button. Now select the category you have made. Barcode: Insert or scan the barcode for your product if using. A barcode consists of bars and spaces of varying width that can be read with our optional barcode scanner. The barcode is usually located on the product label. Size: Insert the size of your product. e.g. 250mls The product Status is set to Active by default but you can change this to Suspended if needed. To learn how to suspend a product, click here. Pricing Price: Enter the selling price for the item. e.g. $45.00 Tax rate: Enter the tax % rate for your product. The tax % amount varies according to your country and location. Check with your local tax office or accountant for the specific amount required. Average cost: The average cost is automatically calculated based on receiving goods into the system. The Average Cost is a method of stock valuation where the cost of all your products are averaged to find the cost of goods sold and the ending inventory. This is needed for accounting and reporting purposes. Step 3. Once completed, click the blue Save button on the right. The Products screen will now show your added product. Congratulations! You’ve added your first product.

How to Search for Products

How to search for products. Searching for a product on your database is easy and saves you time. You may search for a product to sell, check on stock levels or run a performance report. Click the following link to go to your products page. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. The Products page will appear. Type the name of the product in the search bar and click return on your keyboard or select the search icon. Try searching for a type of product, e.g. Shampoo. or You can search for part of the name and all products with this name will appear, e.g. Lily. Now simply select the product you want by hovering your cursor on the product and click. The details page for the selected product will appear.

How to Suspend a Product

When you no longer stock a product, you can easily suspend it from the system to avoid confusion or errors. This will ensure your system is always updated with the correct product list and is especially important if you are selling your products online. Click the following link. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Products. The Products page will appear. Select the product you wish to suspend. The products details page will appear, as shown below. Click the Blue Active slider button, and the status will change to Suspended. Suspended status shown below. Remember to click the blue Save button. You have now suspended a product. Have a great day!

How to Search and Edit a Service

From time to time, you might find that you have to edit your current range of services, due to a change in name, service description or price, etc. Follow the steps below to search and edit your services. Click the following link: https://my.konnect.software/Services Or, from the top menu, click on the Products tab. From the drop-down menu, select Services. The Services page will appear. Type the service’s name in the search bar and click return on your keyboard or select the search icon. Try searching for a service, e.g. Style Cut & Blow Dry. or You can search for part of the name, and all services that include this word will appear, e.g. Cut. Now select the service you want by hovering your cursor on the service’s name and click. Once the desired service is selected, the details page will appear. Proceed with amending the details as necessary, such as name, pricing, description, etc. Once you have finished, select the blue save button. Your service details are now updated with the new information. Yay! Enjoy your day.

How to Search and Edit Categories

You may need to edit your categories from time to time due to changes in products or services you offer. Konnect makes it easy to maintain your categories by having them compiled in an easily searchable list. Click the following link: https://my.konnect.software/Categories or From the top menu, click on the Products tab. From the drop-down menu, select Categories. The Categories page will appear. Select the Category you wish to edit, e.g. Discounts. The Category Details page will appear. Now you can edit your Category any way you like. The Category status is set to Active by default, but you can Suspend your Category if needed by changing the slider to Suspended. To suspend a category, select Suspended by clicking on the blue slider, as shown below. Once you have finished editing your Category, save your edits by selecting the blue Save button. Your category is now updated!

How to Search for Services

Depending on your business operation, you may have a long list of services. Konnect makes it easy by compiling them into an easily searchable list, saving you time and keeping you organised. To Search for a Service. Click the following link: https://my.konnect.software/Services or From the top menu, click on the Products tab. From the drop-down menu, select Services. The Services page will appear. Type the name of the service in the search bar and click return on your keyboard or select the search icon. Try searching for a service, e.g. Style Cut & Blow Dry. or You can search for part of the name, and all services that include this word will appear, e.g. Cut. Now select the service you want by hovering your cursor on the service’s name and click. The details page for the selected service will appear. Alternatively, you can search your services by category. Click on the category symbol, as shown below. A drop-down menu will appear with all of your categories. Select the category that your service belongs to, and a list of services in that category will appear. E.g. Style Cuts. Scroll down to the desired service and click on the service name. Once selected, the service details page will appear. As you can see, there are a few ways to search for a service. Simply choose the way that you find easiest.

How to Search and Edit a Product

From time to time, you might find that you have to edit your current range of products. This might be due to a name change, product description change or price change etc. Follow the steps to search and edit your products: Click the following link to go to your products page. https://my.konnect.software/Products or From the top menu, click on the Products tab. From the drop-down menu, select Retail Products. The Products page will appear. Type the name of the product in the search bar and click return on your keyboard or select the search icon. Try searching for a type of product, e.g. Shampoo. or You can search for part of the name and all products with this name will appear, e.g. Lily. Now simply select the product you want by hovering your cursor on the product and click. The details page for the selected product will appear. Select the desired fields you wish to amend and click on the blue save button.

How to create a category

Categories are a great way to keep all your products and services grouped and organised. Categories are also essential to help guide your clients through the online booking process. To Create a Category, click the following link: https://my.konnect.software/Categories or From the top menu, click on the Products tab. From the drop-down menu, select Categories. The Categories page will appear. Click on the green +New Category button. The categories page will appear. Type in the name of the new category you wish to create. E.g. Facial Treatments. If you are using the online booking function, you can add a description in Online Description field. E.g. Facial Treatments You can also add the Online Details in the next field. The details you enter here will be shown on the online booking system when your clients select the category. The category status is set to Active by default, but you can suspend your category if needed by changing the slider to suspended. To suspend a category, select suspended by clicking on the blue slider, as shown below. Once you have finished, save your category by selecting the blue Save button. You have now added a new Category!

How to reactivate a suspended product

All suspended items, be it a product, service or a category, continue to remain in the system's database and is hidden from active items. If you need to recall the item, you simply have to reactivate it. To reactivate a suspended product: Step 1: Go to the Products tab and select Retail Products. Step 2: The Products list will appear. Tap Filter and then Suspended, then Apply. Step 3: Locate the product in question and change the Status to Active.

How to reactivate a suspended Category

All suspended items, be it a product, service or a category, continue to remain in the system's database and is hidden from active items. If you need to recall the item, you simply have to reactivate it. To reactivate a suspended category: Step 1: Go to the Products tab and select Categories. ​ Step 2: The Categories list will appear. Tap Filter and then Suspended, then Apply. ​ Step 3: Select the Category and change the status from Suspended to Active and click Save.

How to reactivate a suspended service

All suspended items, be it a product, service or a category, continue to remain in the system's database and is hidden from active items. If you need to recall the item, you simply have to reactivate it. To reactivate a suspended service: Step 1: Go to the Products tab and select Services. Step 2: The Service list will appear. Tap Filter and then Suspended, then Apply. Step 3: Locate the Service in question and change the Status to Active.

How to Suspend a Category

When you no longer require a category, it is best to suspend it from the system to avoid confusion or prevent products and services from being assigned to the incorrect category. Click the following link: https://my.konnect.software/Categories or From the top menu, click on the Products tab. From the drop-down menu, select Categories The Categories page will appear. Select the Category you wish to Suspend, e.g. Discounts. The Categories details page will appear, as shown below. Click the Blue Active slider button, and the status will change to Suspended. Suspended status shown below. Remember to click the blue Save button. You have now suspended a Category. Whoop, Whoop!

How to Suspend a Service

When you no longer offer a service, it is best to suspend it from the system to avoid confusion or services booked in error. This will ensure your system is always updated with the correct services list. Click the following link: https://my.konnect.software/Services or From the top menu, click on the Products tab. From the drop-down menu, select Services. The Services page will appear. Select the service you wish to Suspend. The service details page will appear, as shown below. Click the Blue Active slider button, and the status will change to Suspended. Suspended status shown below. Remember to click the blue Save button. You have now suspended a service. Enjoy your day! Step 2: The list of service categories will appear. Locate the product in question either by selecting the category list on the left or search for the service name via the search field above. Step 3: Once the service is found, click on the name to open the service details and change the status from Active to Suspended and click Save. suspended.PNG

How to process a Refund

There are 2 ways of processing refunds on Konnect. Booking Refund and a Cash Refund. To do a Booking Refund: Step 1: Locate the booking and right click and select Booking Refund. booking_Refund.png Step 2: Select the refund method of payment and click Complete. booking_refundtran.PNG To do a Cash Refund: Step 1: Click the Transaction tab and select Cash Refund. transaction_cashrefund.PNG Step 2: Search the item you a refunding from the search item list, then select the refund method of payment along with the total amount to be refunded and click Complete. cash_refundtran.PNG

How to Create and Manage Suppliers

Suppliers are important if you utilise purchase order and stock control. By assigning a supplier to your products, it enables you to quickly determine what needs to be ordered and have under-stocked items automatically selected. To create a supplier: Step 1: Click the Products tab and select Suppliers. Step 2: Click New Supplier. Step 3: The New Supplier details will appear. Enter your supplier details as displayed on the screen. Ensure the status is set to Active. Once done, click Save. If you have more than 1 supplier to enter, simply repeat the steps. To manage suppliers: Step 1: Click the Products tab and select Suppliers. Step 2: The Suppliers list will appear. To amend your existing supplier, locate and click the supplier to reveal the supplier's details. Step 3: When you have finished with your changes, click Save.

How to Receive Goods

It is recommended that you enter all shipment of products and goods into Konnect as soon as you receive them. This ensures the software is consistently being updated with the correct amount of goods currently in stock. To receive goods: Step 1: Click the Transactions tab and select Receive Goods. transaction_receivegoods.PNG Step 2: Select the products that you received and enter it into the system along with the quantity, followed by their cost price and click +. The cost price can be found on your order invoice you received from your supplier. Once done, click Complete. receive_goods.PNG

How to Search for Transactions

Konnect allows you to enter all your transactions into the system, enabling you to keep track of your business financials. Along with being able to enter your transactions, Konnect makes it simple when searching for your transactions. To search transaction: Step 1: Click the Transaction tab and select Search Transactions transaction_search.PNG Step 2: The Transaction list will show the most recent transactions within Konnect. To search for a specific transaction, you may use the search criteria on the top right if you know the client's name or the transaction number. You can also do a date search and the system will show all transaction made for that particular day. search_Transaction.PNG

How to perform a Write On / Write Off

Use Konnect’s write on and write off the transaction to increase and decrease stock holdings. This will help you maintain your stock levels. To increase your stock holdings Step 1: Go to the Transactions tab and select Write On Product. Step 2: if required, use the Search option. Then select the Product you would like to add to the transaction. Step 3: A reason pop-up will appear, prompting you to select a reason for this write on. Select the most appropriate from the list and click Add Item. Step 4: Continue performing Step 2 and 3 until you have selected all the products you wish to write on. Once done, click the Continue button to move to complete the transaction. Step 5: Once you have confirmed the details of the transaction, click the Complete button. To decrease your stock holdings: Step 1: Click the Transactions tab and select Write Off Product. Step 2: if required, use the Search option. Then select the Product you would like to add to the transaction. Step 3: A reason pop-up will appear, prompting you to select a reason for this write off. Select the most appropriate from the list and click Add Item. Step 4: Continue performing Step 2 and 3 until you have selected all the products you wish to write off. Once done, click the Continue button to move to complete the transaction. Step 5: Once you have confirmed the details of the transaction, click the Complete button.

How to perform an Exchange

On occasion you may find yourself having to perform an exchange for your clients due to a change of mind. Exchange works out better for your business as you are not refunding the client, but rather exchanging for a different item/service. To perform an exchange: Step 1: Click the Transactions tab and select Exchange. transaction_exchange.PNG Step 2: Enter the item that the client is returning. In the Quantity section, ensure you put a - in front of the total number of item being exchanged. E.g. If the Client is exchanging 4 items, put -4. exchange.PNG Step 3: Now select the item that the client wish to exchange for and enter the correct quantity. As you are now performing an exchange, you do not need to add in a - in your quantity. If the exchanged value is higher than your returned item, the value will reflect in your total. Complete transaction as usual. exchange2.PNG

How to void a transaction

From time to time, you might find yourself having to void transactions that have been entered incorrectly. Before being able to void a transaction, you must enable it in Setup Store settings. Go To: https://my.konnect.software/Admin/Sales/Setup ​ To void a transaction: Step 1: Go to the Transaction tab and select Search Transaction. Step 2: The Search Transaction list will appear. You may locate the transaction by either on the list or using the search criteria on the top right to narrow down your options. Step 3: Once the transaction is found, click on it. The Transaction screen will appear. To void the payment, click the menu option and then the Void button. ​ Note: You can only Void a Transaction before you complete End Trading and on the same day the transaction was created.

How to do a stocktake

Performing a stocktake periodically is crucial in keeping track of your inventory in your business. Konnect Spa and Salon Software allows you to do this to allow your business continues to operate efficiently. Before performing a stocktake, please ensure your current product line is correct and current. Suspend any products you no longer stock and add in any product ranges that is not already on the system. Next count your physical stock level in store and note it down on a list. Once done, you may now begin the stocktake process. For items that shows you have more than your physical stock level, you will need to write them off. For items that shows you have less than your physical stock level, you will need to write them on. To learn how to do a write on/off, click here. Note: Konnect runs on average cost. Receive stock in the system before you sell it as it is crucial if you want to keep your costs correct. If the cost for a product is incorrect, or the store has never received stock into the system, write off all your stock holding, then click Receive Goods and input the correct cost. Average cost is calculated as follows: ((stock on hand x current average cost) + (receiving quantity x receiving cost)) ÷ (stock on hand + receiving quantity)

How to use Loyalty Money for payments

Konnect is capable of accepting different forms of payments. One of the formats is using the client's accumulated loyalty Money to pay for a service or products. To accept payment in Loyalty Money, please ensure the client has accumulated enough funds. Step 1: Open a cash sale or booking payment and if required, select the Client. Step 2: Add the products and services to the transaction. Step 3: On the Payment page, select Loyalty Money which will add the payment to the transaction. If the client does not have enough Loyalty Money a warning will appear: ​ Change the value to suit. Hint: The client can combine multiple payment methods if they do not have enough Loyalty Money to cover the entire transaction.

How to do a booking payment

Along with making bookings, Konnect Spa and Salon Software also has the ability to accept payments for the bookings, therefore keeping track of the revenue your business is taking from bookings. To make a booking payment: Step 1: Locate the booking on the calendar, right click and select Booking Payment. Step 2: The Booking Payment transaction entry will appear, showing the service and the total amount due. If the client wishes to add additional services and/or products, search for the product and add it onto the list. The amount will adjust accordingly. To complete the transaction, follow the normal process in completing a transaction. Step 3: Once the payment has been accepted, the visual indication on the booking will change from pink to a dark blue. This indicates that payment has been completed.

How to setup and apply a discount / surcharge to a transaction

Discount setup in Konnect allows you to access your discounts easily with a click of a button instead of doing it manually per item. To setup discounts: Step 1: Go to the Products tab and select New Discounts. Step 2: The Discount details screen will appear. Type in a description of the discount, and the type of discount you want to setup. You may setup up to 4 discounts: - Dollar value discount - Dollar value surcharge - Percentage discount - Percentage surcharge Step 4: Next depending on the type of discount you selected, you will need to enter a dollar or percentage value. If your local legislation requires tax rate, enter the percentage in Tax Rate. Step 5: You may decide what the discount can be used on: - All items - Products - Services - Prepaid - Packages Step 6: Next If you want your discount to apply to a specific category, you may select your chosen category from the drop down menu. Step 7: Once done, click Save. To utilise your newly created discount, do the following: Step 1: In a Cash Sale (or Booking Payment) transaction entry, select the Discounts button. Step 2: A popup will appear with your list of discounts. Tick the appropriate discount and select Save. Step 3: The selected discount will now appear on your transaction list. To remove a discount, simply click on the bin icon. Once satisfied, proceed with completing the transaction as per normal. Step 4: In the Transaction confirmation screen, you will see the applied discount.

Adding a Client to a Transaction

When performing a cash sale for walk-in Clients, you may link the transaction to a Client Card if they are an existing client to your business. This will ensure a record of the item sold to the Client. You may also add in a brand new client by creating a client card straight from the transaction entry screen. To add a Client to a Transaction: Step 1: Click the Transactions tab and select Cash Sale. Step 2: The Cash Sale Transaction will appear. Click the Add Client button Step 3: The Client screen will appear You may begin typing the client's name in the Field. If the client is an existing client, their name will appear on the list. If they are a brand new client, click the + button and enter the details of the client. Step 4: Click the Save button

How to sell a Gift Card

Gift cards is a fantastic way to bring in new clients and entice them with what great deals your business can offer. It also gives existing clients the opportunity to recommend your services to potential new clients and build up your clientele. To sell a gift card: Step 1: Click the Transactions tab and select Cash Sale. Step 2: Tab Gift Card to show a list of Gift Cards. Step 3: Tab the Gift Card you would like to sell. Step 4: A popup will appear asking you to enter a Number and a Value. Once confirmed, click Save. - Number: If you have your own Gift Card reference system, you may enter it here. If you don't, leave it blank and the system will auto-generate a number for you. - Value: The value of the Gift Card. Step 4: Once completed, you will see the entered Gift Card on the transaction screen. Proceed as a normal transaction. To Redeem a Gift Card please check out: https://chatwoot.help/hc/kronosbusinesssolutions/articles/1738370-how-to-use-a-gift-card-for-payment

How to setup loyalty points and dollars

Konnect Spa and Salon Software is capable of allowing you to setup a loyalty system where your clients is able to accrued Loyalty Points and Loyalty Dollars based on their spending habits. This is a great way to encourage more revenue into your business and makes your customers feel appreciated for the time and money invested with your business. Before loyalty points and dollar can be applied to a Client during a Cash Sale, their name must be entered into the transaction. To learn how to do this, click here. It is also important to ensure the client card is set to participate in the loyalty system. By default, this option is set to Yes. loyalty.PNG Accumulated points and dollars can be used to redeem products and services. To learn how to do this, click here. To setup your loyalty system: Step 1: Click the Admin tab and select Setup. admin_setup.png Step 2: Select Loyalty Points. loyalty_points.PNG Step 3: To setup your Loyalty System, set On in "Give Loyalty Points or Dollars to your clients for every transaction". If you want to include new clients to your loyalty program, select On in "New Clients are included in the loyalty system". loyalty2.PNG Step 4: Once Yes is selected, the Loyalty Menu will appear. You have the option of setting up the system for services, products and transactions. loyalty_screen.PNG Step 5: For services and products, you will need to enter the amount of points given for every dollar spent. Once entered, you can then assign loyalty dollars and points for your dollar spent criteria. Hint: If you only want to use either points or dollars only, simply put a 0 in the field that is not applicable to you. Step 6: If you do not wish to setup your loyalty system based on dollar spent, you may set it up by transactions. In this field you can determine how many points and dollars are credited per visit. loyalty_screen.PNG Hint: For any field that you do not wish to apply to your loyalty system, ensure it is set to 0.

How to apply a discount to a Product / Service

Konnect allows you to provide your customer with a discount. You can have a discount that you use regularly, or you can manually insert your own discount. Discounts can be made within any transaction entry, such as Booking payments, Cash Sale etc. In a Transaction entry, once a item or service is selected, an Item Menu will appear. To apply a discount onto the transaction: Step 1: Click the Item Menu icon within Transaction Entry. item_menu.PNG Step 2: Click on Discounts discount.PNG Step 3: The Discount Menu will appear. From here you have the option of selecting a pre-set percentage or type in a manual percentage. Once done, click Apply. discount_apply.PNG Step 4: The discount will now apply to the price of the individual item. It will also show the original price of the item before the discount was applied. If you would like to apply the same discount to the other item, you will need to repeat step 2. discount_applied.PNG Hint: If you want to apply a dollar figure discount, simply adjust the item amount to reflect your dollar value discount. To remove a discount: Step 1: On the Transaction tab, click on the discount icon to reveal the discount menu. Select Remove. The applied discount will now be removed from the selected individual item. discount_apply.PNG

How to use a Gift card for payment

It is important to enter all gift card redemption through Konnect. This way all gift cards claimed will be written off which prevents dual usage, resulting in a loss to your business. To claim a gift card: Step 1: In a Transaction, select Gift Card as payment and Click + to add the payment onto the transaction. Note that the Amount Due must be equal or lower than the Gift Card value. ​ Step 2: The Gift Card popup will appear prompting you to enter your Gift Card Number. Once found, select it from the list. ​ Step 3: The Gift Card payment will be applied to the transaction.

Setting Up Prepaid Packages in Konnect

Setting up prepaid packages within Konnect Spa and Salon Software is easy! The benefit of doing this is it enables your business to create and sell attractive packages upfront and keep your clients coming back for the long term. Before setting up your prepaid pack, ensure the service(s) involved in the pack is already created on the system. To make a Prepaid Package: Step 1: Click the Products menu and select Prepaid Package. Step 2: Select New Prepaid Step 3: The Prepaid Package screen will appear. Enter the details of your Prepaid Package: - SKU: A unique code for your package. - Description: Enter a short description of what the package is. - Category: Select a category that best fits your package. - Barcode: If you have a barcode for your package, you may add it in here. - Status: Ensure the status is set to Active for your package to be usable in new transactions. - Expiry After: If you wish to incorporate an expiry date to your package, you may select a timeframe from the list. - Price: Set a price for your prepaid pack. This is the price the client will pay upfront for the package. - Tax Rate: Set the applicable tax rate for your country/region. Step 4: Now that you have setup the details of your package, you will need to add the services that are provided to your client when they purchase the pack. These services are added to the client's client card for future use within your stores(s). To add a Service to your Package: 1. Select the service from the dropdown list - highlighted in green below 2. Enter the quantity you wish to provide to the customer - highlighted in red below 3. Tap the plus (+) button In our example, we have added 10 Consultation Sessions. This is how that will appear once added: If you need to delete the service you have added, use the trash can and add your services again. If you require any assistance setting up your Prepaid Packages, please reach out to our support crew.

How to Search and Edit Prepaid Packages in Konnect

Prepaid packs can be a great addition to your business as they encourage clients to pay upfront for a range of services and keep them coming back for more. In addition to selling prepaid packages, Konnect also allows you to easily search and amend your packs as needed. To search and edit a prepaid pack in Konnect, follow these simple steps: Step 1: Click on the Products tab and select Prepaid Packs. Step 2: Choose the prepaid package you wish to edit. Step 3: The Prepaid Packages screen will appear. Make any necessary changes and tap Save to complete the process. For more information on what is required on this screen and how to add extra services, please visit Setting Up Prepaid Packages in Konnect | Konnect Help Center Congratulations! You now know how to easily search and edit Prepaid Package in Konnect. If you have any further questions or need assistance, please don't hesitate to reach out to our support crew.

How to search gift cards

As Konnect allows you to enter Gift Card into the system, you have the ability to search for these Gift Card to display their balance and transaction history. To search for a gift card: Step 1: Click Clients tab and select Search Gift Cards. gift_card_search.PNG Step 2: You can search for a specific Gift Card Amount by entering in the amount. If you need to search for a specific Gift Card Number, you may use the search criteria on the top right. gift_card.PNG Step 3: Click to reveal the Gift Card details. The details will show the card code, balance, created date, last used date and the card's history. In Gift Card History, you may click into it to reveal any transactions involving the use of this Gift Card. gift_card_history.PNG

How to sell a prepaid pack

Prepaid is a great way to entice your client to pay upfront for a string of services at a discounted price. This will ensure your clients continue to patronise your business and keep them for the long term. Note that a prepaid pack can only be sold to a client with an existing client card. If it is a brand new client, ensure to create their client card first, before selling the prepaid pack. You may create your client card right from the transaction entry screen by clicking on the edit button next to the client name field. To sell a prepaid pack: Step 1: Ensure the prepaid pack is already created. To learn how to do this, click here. Step 2: Go to the Transaction tab and select Cash Sale. Step 3: The Cash Sale Transaction Entry will appear. Search for your prepaid pack and once found, add it onto the transaction list. The prepaid item, along with the quantity will show next to a linked icon. Step 4: Complete the transaction normal and once done, the purchased prepaid pack will be saved on the client's card under 'Prepaid'. Hint: You may also sell a prepaid package via Booking Payment.

How to Redeem a Prepaid Package

Prepaid is a great way to entice your client to pay upfront for a string of services at a discounted price. This will ensure your clients continue to patronise your business and keep them for the long term. To learn how to sell a prepaid pack, click here. To learn how to create a prepaid pack, click here. A prepaid pack can only be redeemed by clients who have purchased one and has a record of it in their client card. When a booking is made and the system detects that the client in question has a prepaid pack for that service, it will automatically deduct that service out of the client's prepaid pack. To redeem a prepaid pack: Step 1: Open the Booking Wizard and search for the client's name. If the client has purchased a prepaid pack, the prepaid service will appear. Simply follow normal booking procedure to save the booking on the calendar. Step 2: Once the booking is made, if you open Booking Payment, it will show that the booked service is linked to the client's prepaid pack. It will show the balance of the prepaid pack, along with the balance total of $0.00. Upon clicking Complete, it will process that booking and take it out of the total prepaid balance.

How to check your client's loyalty balance

Once you setup your loyalty system, your clients will begin accumulating points and dollars. The balance will appear within their client card under the Loyalty tab. If you wish to adjust your client's loyalty points and dollars manually, simply click on "Adjust Loyalty Values" and once adjusted, click Save. You may also check the balance via the Transactions tab when entering the client's name and in a Booking Payment. Booking Payment Transaction (Cash Sale, Cash Refund etc) Once the client name is selected, the loyalty balance will display below.

How to Setup Eway Payment

Step 1: Sign up with Eway Step 2: Enter your details to create your Eway account. Step 3: Once your Eway account has been created, sign in to your account. Step 4: Go tohttps://my.konnect.software/Admin/PaymentTypes Step 5: Click New Payment Type. Step 6: Enter your Description. This name that will appear on your transaction. Step 7: Click Type and select Online Payment Processor. Step 8: A new "Online Payment Processor" field will appear. Select Eway. Step 9: On Eway, click My Account and select API Key. Step 10: On Eway, copy the API Key into the API Key Field within Konnect. Step 11: Click Generate Password and copy the password from Eway into the Password Field within Konnect. Step 12: Scroll down the page on Eway until you see the heading Client Side Encryption Key. Copy the Client Side Encryption Key on Eway and paste it into the Client Side Encryption Field within Konnect. Step 13: On Konnect, click Save. Konnect is now setup with Eway. To learn how to use Eway, click here.

How to Setup Stripe Payment

Step 1: Go to https://my.konnect.software/integration/stripe/ Step 2: Click the Connect button ​ Step 3: You will then be taken to the Konnect & Stripe setup page. Step 4: Please log in or sign up to a new Stripe account and select the account you would like to link with Konnect Step 5: Once Completed, https://my.konnect.software/integration/stripe/ will confirm you have connected your account with Stripe. Konnect is now setup with Stripe.

How to Setup and Edit Packages

Packages are a great way to up-sell to your client by combining multiple services and/or products as a enticing deal. To create a package: Step 1: Click the Products tab and select Packages. Step 2: The Packages list will appear. Select Add Package. Step 3: The New Package setup screen will appear. Follow the prompts to setup your new packages. Note: Any field with a * is mandatory. Step 4: Click Online Bookings. Here you will be able to allow the package to be displayed online. Ensure Show Online is set to Yes and enter the Online Description and Service Details if you wish to have this displayed online. Step 5: Click Package Details. You will now be able to add your products and/or services to your selected package. If there are any optional products/services, you may assigned them here by using the optional feature. Step 6: Once you have selected all your products and services, you may set either a price of your choosing or allow the system to set your total. Once done, click Save. To edit a package: Step 1: Click the Products tab and select Packages. product_packages.png Step 2: The Packages list will display existing packages. If your package is not on the list, you may use the search function on the top right to locate it. Once found, click on the package. You will now see the package edit screen.

Barcode Book

Konnect provides a Barcode Book for all your products/services that contains a barcode. This allows you to print out the Barcode Book so you can scan it in your transactions. To locate the Barcode Book: Step 1: Click the Products tab and select Retail Products. barcode_pro.PNG Step 2: Click More. Once the drop down appears, click Barcode Book. This will bring you to a new screen. barcode_book.PNG Step 3: Here is a list of all your barcodes. You can print/export your list. To learn how to print/export your report, please click here. barcode_book1.PNG

How to Create a Package

Package deals are a great way to attract more business and keep your clients happy. Packages can be created either for products, services or a combination of both. Click the following link: https://my.konnect.software/Packages or From the top menu, click on the Products tab. From the drop-down menu, select Packages. The Packages page will appear. Click on the green +New Package button. Enter the package details. Details - Category: The category the package is to be placed under - Description: Brief description of the package - Package Code: The short code used when manually entering the item - Bar Code: The bar code number used when scanning this item. Tip: Use the bar code scanner to enter the bar code - Status: A status of Active denotes that the package is still in use. A Suspended package is no longer in use. Online Bookings · Show Online: Determines whether it will be displayed on your online bookings website. · Online Description: Description it will show your online customers. · Service Details: Details about the service for your online customers. Package Details - Products/Services: Select the product/service you wish to include in the package. - Optional: Whether this product/service is optional with this package. - Price: Original price of the product/service. - Price*: Total price for the package. Click Save.

How to Sell Packages

Packages are a great way to up-sell and entice your clients to spend more in your establishment. Before you can sell any packages, you must first create one. Click here to find out more. Packages can be created either for products, services or a combination of both. For product packages, it is recommended you sell it via the cash sale transaction entry. For services and/or combination products and services package, you may sell it either via cash sale or make a booking via the calendar. To sell a package by booking: Step 1: Click the Bookings tab and select New. Step 2: The Booking Wizard will appear. Enter the client's name and click Next. Step 3: You may either select the package by category or the package name from the services drop down list. Once found, select it. It should automatically appear on the selected services list. Once done, click next. Step 4: Select your date and time and once done, click Save. The booking will now appear on the calendar. You may now proceed with normal payment option for bookings to finalise the sale. To sell a package by cash sale transaction: Step 1: Click the Transactions tab and select Cash Sale. transaction_cashsale.PNG Step 2: The cash sale transaction entry will appear. Select the package by searching in the search items list. Once found and selected, the package will display, detailing the items included in the package. You may proceed with the transaction as per normal cash sale.

How to do a Purchase Order

If you frequently do purchase orders for your business, Konnect Spa and Salon Software now allows you to do your purchase order right from within the system! If you have all your products linked to a supplier, the system will automatically detect any item that requires ordering and will add it into your purchase order for you. Before you can make a purchase order, you will have to create suppliers. Click here to find out how to do this. To do a purchase order: Step 1: Click the Transactions tab and select Purchase Order. transaction_purchaseorder.png Step 2: The Purchase Order screen will appear. Search for your supplier from the drop down and once found, select the supplier. Step 3: A popup will appear asking if you would like to add all under-stocked* items liked to the selected supplier. Select yes to allow the system to automatically add under-stocked items on the list. If you would like to do a manual order, select no. *under-stocked means any items that has a reorder point and maximum level set within stock control. Step 4: Next in Code/Description, if you have selected yes to add under-stocked items to the list and you are happy with the list of items, you may proceed with placing the order. If you want to amend the list or add additional items, search the item and once found, add it on to the list. Note that only items that is linked to the supplier will be shown. Step 5: Once you are happy with your order, select Place Order. The Order summary will appear. You may print it and email it to your supplier for order fulfilment. Note: If you started a purchase order and was interrupted halfway, you may resume it by going to the Transactions tab and select View Orders. Your pending order should appear on the list, followed by the status "entered". Select the order to resume.

How to Override Loyalty Dollars/Points

Loyalty points and/or dollars can be overridden or cancelled within a transaction if required. A client's name must be selected for the loyalty points to be assigned to the client upon a sale. To override: Step 1: In a transaction, click on the 3 bar icon. Step 2: A popup will appear. Select Change Loyalty. Step 3: Enter the amount of loyalty dollar and/or points that you would like to assign to the product/service and click Save. Step 4: The override confirmation will appear under the product/services name. Proceed with transaction as per normal. To remove override: Note: You can only remove a override before completing a transaction. Step 1: Click on the 3 bar icon. Step 2: A popup will appear. Select Change Loyalty. Step 3: Select Remove Override to remove loyalty dollars and/or points. Step 4: Once done, the override should disappear from below the product/services name. Proceed with transaction as per normal.

How to email a transaction receipt

After completing a transaction, you can email the receipt to an email address of your choice. If you need to email a transaction you have completed before, use the Search Transaction, Booking Popup or Client Card to find the transaction. Step 1: Click on the Email receipt button. After clicking the email button, a popup will appear. Step 2: Enter a valid email address then click the Confirm button. The email will send shortly after clicking the confirm button.

How to Enable and Use Deposits

Konnect has the ability to take deposits into the system, allowing you to offer the flexibility of payment to your clients. By enabling deposits, you are able to take in a partial amount for the product/service and park the sale until the full payment is made. To enable deposits: Step 1: Go To: https://my.konnect.software/Admin/Sales/Setup Step 2: In Sales Settings, ensure Allow Deposits is set to Yes. Once done, click Save. To use deposits: Once Deposits have been activated, in a Transaction (Cash sale, booking payment etc), when there is still an amount due, you are able to complete the transaction and it will be parked pending full payment. Step 1: Enter the deposit amount in the Payment Amount field. In this example we are paying a $50 deposit on a $75.90 transaction. Step 2: Select the Payment type Step 3: Once you are happy with the transaction. Tap the Save Transaction button. Step 4: Confirm you are happy to proceed. Step 5: The transaction has been saved and the amount owing is $25.90. When you next enter this transaction, you will be able to continue with the payment of $25.90. To refund a deposit: Enter the transaction and delete the products and services from the transaction. This will result in the transaction owing fund to the customer. If the original payment was a stripe payment, tap the payment and select Refund. This will process the refund with stripe and the refunded payment will be added to the transaction list. The amount owing to the customer should now be zero. Complete the transaction as normal. To Keep a deposit: We recommend you have a service setup in your system and call it "Cancellation" or similar. This will allow you to track this service in your client and sales history. Add this service to the transaction for the same amount as the deposit and complete the transaction as normal.