Point of Sale Solution Back Office Online Settings
Description
What's in this article?
There are three types of websites you can create for your business when using the Point of Sale Solution — eCommerce, Ordering or Appointments. You can select one type per account.
The eCommerce and Ordering sites have similar settings, but the Ordering site allows tipping and eCommerce does not. To sell items on eCommerce and Ordering sites, online categories and products need to be set up in the Back Office either individually or in bulk. Product images display on the site if the products are set up individually.
The Appointment site type is for businesses that want to allow their customers to book appointments online for services based on employee or resource (rentals, equipment, a bowling lane, etc.) availability. The services that can be booked are those set up in the Back Office Items > Services with an Active status. Services cannot be depicted with an image on the site.
Online settings include your business hours, how the storefront looks, and whether you take payments through your online site.
To configure your online store settings
- In the Point of Sale Solution Back Office, select Online > Settings.
- Select one of the three site type tabs (eCommerce, Ordering, or Appointments) to create and configure an online site.
NOTE: Only one type of site may be configured for your business.
Appointments site for scheduling appointments online
Creates an online site for setting an appointment with your business. Appointments can be booked based on employee or resource availability depending on whether your Back Office Calendar > Settings are set to view appointments by Employees or Resources, respectively.
If your Calendar Settings are set to Employees, services not assigned to a resource will display on your site for scheduling. Those services do not have to be assigned to a staff member to display.
If your Calendar Settings are set to Resources, services assigned to a resource will display on your site. Those services can, but do not need to have, a staff member assigned to them.- Once your Calendar Settings have been selected for whether bookings will be based on employee or resource availability, in the Point of Sale Solution Back Office, select the Online > Settings > Appointments tab.
- Set your online appointment site settings:
- Enable or disable Online to open or close the online site.
- Enable or disable Online appointments.
- Set the appointment process options:
- To require payment to make the appointment, enable Payment required. If enabled, set the payment as a dollar amount or a percentage of the appointment charge.
- To require that the customer login to make an appointment, enable Login required.
- Enable Map to map the appointment location for the customer.
- For appointments by resource (rentals, equipment, a bowling lane, etc.), in the Resource tabs section, you can enter the Category (Resource group) and Item (Resource item) you wish to allow booking for. This type of website can support one category of items for booking.
The Category and Item you choose will show as tabs on your site. Customers will then be able to click Book Now for an item under the category they wish to book, select their desired date, and make the appointment. In this example, the Category is "Pool Tables" and the Item is "Table":
- Set the store theme settings. The store theme settings control how your online store will look, such as the color, your banner and footers.
Store theme settings options Store theme setting Description Caption Enter text that will appear as a caption on your online site. Color Select a theme color from the color picker. Logo Upload a logo to the site. Minimum width is 170 pixels and minimum height is 60 pixels. Maximum width and height is 200 pixels x 100 pixels. Images must be in either JPG or PNG format. Banner A default banner will display unless you choose a banner image for your site. Banner width must be 1200 pixels. The height of the banner can be between 400 and 900 pixels. Images must be in either JPG or PNG format. Footer text Enter text that should appear in the footer of the site. You can enter up to 5000 characters. Terms and conditions Enter your terms and conditions for the site. Privacy policy Enter your privacy policy for the site. Return policy Enter your return policy for the the site. WARNING! Terms and conditions and a Privacy policy must be entered or the site will not be approved for a marketing account to create and deploy marketing campaigns.
- Set the business hours for each day of the week. eCommerce and Ordering sites require that business hours be set. If the site has non-business hours, visitors are alerted that the business is closed; however, a future order can still be scheduled if the Schedule pickup and delivery setting is enabled for the site. Online orders, including future orders, are managed in the Point of Sale Solution App.
Appointment sites accept appointments for services based on employee scheduling, not the business hours set; appointments for a resource are accepted based on the business hours set here.- Select the Time to pick-up or deliver any items for your eCommerce or Ordering site from the dropdown list.
- Select the Time to pick-up or deliver any items for your eCommerce or Ordering site from the dropdown list.
- Configure reporting for your online site:
- From the Employee dropdown list, choose an employee who will track online sales.
- From the Register dropdown list, choose a register that will process online transactions.
- Click Save.
- Preview your online site in the Back Office at Online > Preview. Use your back arrow ← to return back to the Online Settings page.
- To make your site live, set the Available Online setting to On at the top of the Online Settings page.
