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Getting paid

Sell at the front desk

Sell class cards, memberships and merch in Quickdesk, paid in cash, on the card reader or however else you take money.

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Before you start

This needs Quickdesk switched on. An admin turns it on in Settings, under Features.

  1. Step 1: Choose what the desk can sell

    In the admin menu: Catalogue, then Passes & Packages

    Every class card, membership and merch item has a "Quickdesk" switch in its list, and it starts on. Switch it off to keep an item off the desk.

    Event tickets are never sold in Quickdesk. They are sold at the Event Desk, which keeps count of the seats.

    Read Sell a class pack or membership

  2. Step 2: Set up payment methods and a card reader

    In the admin menu: Setup & help, then Settings, then Payments

    In "Payment methods", switch on the ways the desk can record a sale, and click "Add payment method" to add others. "Card" is the one that uses the card reader; every other method is recorded as already paid.

    Under "Terminal Readers", click "Add Reader", type the "Registration Code" from the reader, switch on "Set as default reader" and click "Register Reader". Quickdesk charges the default reader. You can add a reader only once Stripe is connected.

    Read Get paid online

  3. Step 3: Pick the customer and the items

    In the admin menu: Front desk, then Quickdesk

    Find the customer in "Search customer..." first: the items stay greyed out until you do. Click an item to add it to the cart, and click it again to add another.

    On a large screen the items are under "Point of Sale". On a phone they are on the "POS" tab.

  4. Step 4: Take the payment

    In the admin menu: Front desk, then Quickdesk

    Click how they paid. "Cash", and any other method except "Card", records the sale straight away and "Sale complete" confirms it. "Comp" gives it to them free.

    Their credits or membership are ready at once, so you can check them in on the same screen.

    Read Check students in at the front desk

  5. Step 5: Take a card on the reader

    In the admin menu: Front desk, then Quickdesk

    Click "Card". The "Card Payment" window says "Present card on terminal", and the customer taps, inserts or swipes on the reader. Click "Done" once it is paid.

    If it says "No Terminal Reader Configured", an admin has not added a reader yet.

  6. Step 6: Start monthly billing for a desk membership

    In the admin menu: Front desk, then Quickdesk

    For a customer who bought a membership at the desk, click "Subscription" next to their name. Choose the plan under "Set up as:", read them the first charge date, and tick that they agreed.

    Click "Tap card to save & start subscription" and have them tap their card. Their card is saved and billed monthly, with no charge today for a month already paid.