Settings / Point of sale
This guide explains how to configure Clava's POS settings.
The Point of Sale Retail settings allow you to configure your POS to your standards.
This is a powerful way to ensure consistency, and customer compliance.
Consideration - before editing your POS settings, make sure you have created your passes, packs and subscriptions.
For more details check out our guide for Subscriptions and One-Time Packs Overview
Menu Management.
Configure your POS location settings.
Firstly ensure you have selected the correct location for your configurations. If you are a multi-site operator you can enable “all locations” and the configurations will translate across all your locations as a global setting, these can then be edited locally to fit your needs.
Reminder. Always save any changes to make sure the changes are created correctly.
Add Menu
Using the “+ Add menu” button creates the Menu buttons on your POS screen.
Next step edit the Menu items
Add as menu items as required, editing the menu name and the colour of the menu items to distinguish between product types.
Add Sections
Add sections if required. For example you could add “Youth” and “Adult” sections to an apparel product button
Add products
Select which products you want to include in the menu item.
If you have added sections in, use the add product button to fill the sections with the relevant products.
Using the Select all function will speed up the process.
Reminder. Always save any changes to make sure the changes are created correctly.
Settings
The cog icon on the right hand side, will open up your templating options. This enables you to create POS templates for future use.
Menu Item order
The POS screen that your staff will interact with is your next editing consideration.
Order your products by rearranging their order using the 6 dots to drag and re-order as required.
Menu settings edit.
Click on the pencil icon to edit your products. Here you can re-edit the product name, button colour and add any missing items.
We always recommend using a palate of colours to define a range of products, for example Climbing shoes could be Blue!
Reminder. Always save any changes to make sure the changes are created correctly.
Restrictions
Restrictions are a powerful way to make sure that staff and customers are processing sales per your gym policies. Toggling the restrictions gives you control over a variety of functions.
Stop sales completing if waivers incomplete
This layer of protection can be enabled to prevent customers purchasing without a valid waiver.
When enabled a sale will not complete, but the sale can be parked.
Stop sales completing if there are any unbypassed waiver flags raised
When enabled a sale will not complete, but the sale can be parked.
Stop sales completing if there are any competencies issues
When enabled a sale will not complete if a customer has any competency issues.
Allow cash sales
Enable to take cash payments.
Free payments
Allow sales to be processed for free.
Discounts require manager approval
Enable to require a manager pin to allow sales with discounts to complete.