IN BRIEF
Point of Sale (POS) settings within the Customer Portal allow customers to purchase eligible items online, including Punch Passes and other POS products. These settings control whether POS is visible in the Customer Portal and whether purchases are limited to logged-in customers or available to all visitors.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Enable Point of Sale on Customer Portal
  • Enable Point of Sale for Customers Not Logged In
  • Configure the Customer Portal Dashboard Tile
• Troubleshooting & FAQs
• Related Articles

Overview

The Customer Portal Point of Sale settings determine how and when POS items appear to customers online. When enabled, customers can view and purchase eligible POS items directly from the Customer Portal or Mobile App, provided the account has a compatible payment gateway configured. These settings are especially important for organizations that sell Punch Passes or other retail-style items online.

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Accessing the Feature

1. From the main navigation menu, go to Settings.
2. Select Customer Portal.
3. Select Other Settings.
4. Expand the Point of Sale section.

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Step-by-Step Instructions

Enable Point of Sale on Customer Portal

This setting controls whether the Point of Sale option appears for customers who are logged in to the Customer Portal.

1. Locate Enable Point of Sale on Customer Portal.
2. Enable this option to display Point of Sale within the Customer Portal for logged-in customers.

Important details to note:

• A payment gateway must be configured on the account that allows customers to make online payments.
• This setting is required if customers will be allowed to purchase Punch Passes through the Customer Portal or Mobile App, even if no other POS items will be sold online.

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Enable Point of Sale for Customers Not Logged In

This setting allows Point of Sale access for all Customer Portal visitors, including those who are not logged in.

1. Locate Enable Point of Sale For Customers Not Logged In.
2. Enable this option to display Point of Sale for all Customer Portal visitors.

Important details to note:

• This option is only available if Enable Point of Sale on Customer Portal is enabled.
• When enabled, POS items become visible to anyone accessing the Customer Portal, not just authenticated families.

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Configure the Customer Portal Dashboard Tile

When enabling Point of Sale for the Customer Portal, the title used for the POS Dashboard tile should be reviewed and configured.

• Navigate to SETTINGS>CUSTOMER PORTAL>SETTINGS.
• Confirm or update the title used for the Point of Sale Dashboard tile so it is clear and user-friendly for customers.

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Troubleshooting & FAQs

• Why does the Point of Sale option not appear in the Customer Portal?
  • Confirm that Enable Point of Sale on Customer Portal is enabled and that a compatible payment gateway is configured on the account.
• Why do I not see the option to enable Point of Sale for customers not logged in?
  • This option only appears after Enable Point of Sale on Customer Portal has been enabled.
• Can customers purchase Punch Passes without other POS items being available online?
  • Yes. However, Enable Point of Sale on Customer Portal must still be enabled for Punch Pass purchases through the Customer Portal or Mobile App.

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Related Articles

• What is the Customer Portal?
• How Do I Set Up the Customer Portal?
• How Do I Add/Update Products and Variations (Point of Sale)?
• How Do I Create Punch Passes?
• How Do I Configure Punch Passes Settings? (Other Settings)

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