A spa point of sale that charges the appointment and the product on the same ticket

A spa point of sale charges the appointment and whatever the client takes from the shelf on a single ticket. In Proyecta you tap "Charge" on the appointment, add the product, and it's paid.

Andrea runs an urban spa in San Pedro Garza García, with three treatment rooms and a shelf of oils and creams next to the front desk. She started looking for a spa point of sale because of a scene that kept repeating every Saturday.

Regina came out of a 90-minute massage and asked about the lavender oil they’d used on her in the treatment room. Paulina, the receptionist, had already charged the massage on the bank terminal: $1,250. For the oil, $380, she ran the card again. Regina left with two vouchers and the question of why they hadn’t charged it all together. The oil ended up noted in the shelf’s notebook, with no name attached, and the massage in the calendar, with no oil.

What is a spa point of sale?

It’s the register at your front desk, where whatever happened in the treatment room and whatever the client takes from the shelf get charged on a single ticket. What sets it apart from a card terminal or a notebook is that it knows your calendar: when you charge it, the appointment gets marked as paid.

In Proyecta, every page with a calendar comes with Point of sale, inside Sales. The owner sets up her register once with Create my register, and out comes Register 1 with three payment methods: Cash, Card terminal, and Bank transfer. Before that you need an active payment method, and “Bank transfer or cash” is enough; to open the register at the front desk, your page needs to be published. From there, whoever’s working the desk opens their shift and starts charging.

Your services don’t need to be entered twice. Every published service with a price shows up on its own in the register’s Catalog, right alongside your products.

How do I charge the appointment and the product on the same ticket?

Straight from the appointment: in the calendar, Regina’s shows a Charge button, and tapping it opens the register with “Charging Regina’s appointment,” the massage already on the ticket and Regina set as the client. If your reception uses Front desk, her row reads “Charge $1,250.00” as soon as she’s marked as having shown up.

It’s four steps:

  1. Tap Charge on the appointment. If no one has opened a shift yet, the register will ask: “Open the till to charge the appointment.”
  2. Tap the lavender oil in the Catalog and it’s added to the same ticket.
  3. Tap Charge, pick how she’s paying, and tap Confirm payment.
  4. The register shows “Sale recorded” and “Appointment marked as paid,” and Back to the agenda takes you right back where you were.

That one charge does three things at once: the appointment shows Paid in your calendar, the oil comes off your stock, and the sale goes into Paulina’s shift under its payment method. The appointment card shows the ticket’s full total, oil included. The following Saturday, Regina paid for the massage and the oil with a single $1,630 voucher.

And a client who just walks in for a cream gets charged the same way, no appointment needed: tap the cream and Charge.

What can your client pay with at the register?

With whatever you already accept at the front desk: cash, your bank’s card terminal, or a bank transfer. Card terminal is for the terminal your bank already gave you: you charge on it as usual and tap that button so the register logs it, with the voucher number under Reference or authorization code if you want to add it.

When a client pays part in cash and the rest by card, Paulina enters what she was handed in cash, switches to Card terminal, and taps Charge the rest here. Both payment methods end up on the same ticket.

What doesn’t show up on an appointment’s ticket is Card by QR, the charge your client pays from her phone. That one is reserved for sales without an appointment.

What happens if the client already paid a deposit?

Then Charge doesn’t build a new ticket. That appointment already has an order from the moment it was booked, and the calendar shows “Deposit paid”; the same goes for one marked “Pays at the business.” The register takes you to Balances to collect what’s still owed on that order, and the oil goes into a separate sale, a moment later.

If she paid for it in full online, the appointment already shows Paid and there’s nothing left to charge.

Does the product get deducted from your inventory when you sell it at the register?

Yes. Every product with Stock tracking drops with each unit sold at the register, and in the Catalog Paulina can see how many are left (“6 in stock”) or “Sold out.” The register won’t sell what you no longer have, unless you turn on Sell without stock in the register’s rules.

To find out before you run out, in your product list you set Alert me when only this many are left and a number for each one. Once it hits that number, the product shows up marked Restock. When new stock comes in, you log it under Sales › Stock in, with Goods received.

Does the register’s ticket work as an invoice?

No. The printed ticket reads at the bottom, in Spanish, “Este ticket no es un comprobante fiscal (CFDI).” (this ticket is not a tax receipt), unless you write your own Text at the bottom in the register’s settings. If your client asks for an invoice, you still issue it separately.

What it does include: the massage and the oil with their prices, the total, the ticket number, and who provided the service. If Regina doesn’t want paper, Send over WhatsApp puts together a message with that same ticket to send her.

Where do you see what your shelf sold?

In Sales › Reports, under Best sellers: each item, how many units, and how much it sold for. In her first month, Andrea saw 23 lavender oils and 4 coconut creams, even though the cream was more prominently displayed. She moved the cream to the facial room, where it actually gets applied to the client.

If you pay your team a percentage commission, the oil on the ticket counts too. The calendar treats the full ticket as that appointment’s revenue, and the commission is calculated on that amount. If you don’t want the oil counted toward the therapist’s commission, charge it as a separate sale.

How do I set this up in my spa?

Describe your business to Proyecta in your own words. Something like: “a page for my spa in San Pedro Garza García, with massages, facials, and body treatments with their price and duration, online appointments with each therapist, and the oils and creams I sell at the front desk, with their price and how many of each I have”.

With your page published, your spa point of sale lives in Sales › Point of sale: you set up your register, and from that day on, every appointment gets charged with its Charge button. If your page doesn’t have products yet, just ask the Proyecta chat to add yours.

And today, go dig up the vouchers from your last Saturday and set aside the pairs with the same last four digits and just a few minutes apart. Each pair is a client you charged for the appointment and the product separately. Get started at proyecta.dev.