Point of Sale and Running Tabs Overview

This overview covers how the Point of Sale and Running Tabs functionality works and where it can be found in USchedule software.

You can get to Running Tabs or start running tabs in two places.

At the top of the page you will find Running Tabs on a button. When you click that, you will see any tab that is currently running.

You can also start a new tab here if your customer would like to start a tab and they don't have an appointment.

If you go back to your schedule page, you can also start a running tab on an appointment.

Click on the appointment and click the Start Tab option.

Click the Go button and this will do two things: it will start the tab and open it for you. This puts you right on the tab that has just been created. It is related to the simulator rental appointment, and you will see that cost has been posted.

The icon to the left of the customer name opens the customer profile.

The fork and knife icon takes you back to the running tabs list.

You can also edit this tab by clicking the pencil icon.

Additionally, there is a button which takes you back to the calendar, a split tab icon if you have a related tab, and an add appointment time button to use if the customer would like to add time to the simulator rental. Click that button, add time and then click the save button and that will add the time to the simulator rental.

Moving to the right hand side of the screen, the Barcode Button allows you to search your product list using a barcode scanner, or you can simply type in the name of the item that you would like to add to the tab.

There is a Guest Check option so when your customer is finished, you can click the guest check button and it will send a printed ticket to a local printer so you can provide that to your guests for review of the items that are on their check.

There is a Move Items button, so again, if you have split a tab, you can move any of those items from one tab to another.

There is an Apply Coupon option. If you have a coupon related to an item, click the check box for the item and then apply the coupon discount to that item. The software will recalculate the amount due and show the discount.

There is an Open Drawer button if you have a cash drawer connected. Click that and open the drawer.

There is a Capture Card option to use when a customer arrives who does not have a card on their customer profile. You can capture a card and save it to their profile. This capture functionality is related to this specific tab. With a captured card, when you go to the checkout page, you can use that card to make a payment to cover the cost of the customer's visit.

If you'd like to add more items to the tab, you can click the Add Items button and it's going to open up your products menu so anything you sell can be added to the tab.

The Split Tab button splits the tab between visitors

The Combine Tab combines the tabs.

The Checkout Button is going to take you to the checkout page where you can apply payments.

The Delete Items button allows you to remove items from the tab.

If you need to remove something the customer decides they don't want, you can click the check box for the item and then delete that item from the tab.

The last option is Place Order. If you have a kitchen, you can click a checkbox here for items, typically food or beverage items, and place the order. Those items will be sent to a printer at the kitchen and the person managing the kitchen will fill that order with the food or beverage items.