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Staff: How to Find a Client, Sell an Abonement, and Charge the Balance

1 min. read

The «Clients» section — finding a client by phone or name, selling a pass (topping up the balance) and charging the balance for a purchase.

  1. Open «Clients» and type one of three things into the «Phone or name» field: the whole number, the last four digits номера или имя the client. Press «Find». Digits are easiest to enter with the buttons under the field, a name with the ordinary keyboard.
  2. If there is no exact match, a list of found clients appears — choose the right one. For four digits and for a name the list is always shown, even when there is only one match: a short query can also match someone else's number, so a person chooses, not the program. The balance is deliberately not shown in the list — it appears once you select a client.
  3. If the client does not exist yet, you can add them right away (the name is optional) and save without selling a pass. The new client's number is entered целиком: you cannot create one from four digits or a name — such a «number» would later match neither the client's Telegram bot nor their next visit.
  4. If the client is found — "Balance:" is shown right under their name.
  5. To sell an abonement — choose a plan from the list (price → credited amount), choose a payment method: Cash or Non-Cash (balance is not available here — you cannot top up a balance from itself).
  6. After payment — "Credited" and the new balance; optionally "Print Statement" with a history of recent operations.

If the client has not linked Telegram yet, there is a "Balance in Telegram" button on the success screen — show the client the QR code, they scan it once and can then check their balance themselves afterward without asking staff.

Charging the Balance for a Purchase #

The simplest way is right at the moment of sale (Products, Launches, Stays, Counters): when choosing the payment method press «Balance» and find the client right there — with the same search by number, last digits or name.

Separately, without tying it to a specific sale — the "Counters" screen has a "Charge to Balance" button: find the client, choose the zone and rate (or enter an amount for "Cash Only"), confirm the charge.

What to Do If… #

…a client does not have enough balance for a purchase? The app will show how much is missing and immediately offer to top up with a suitable abonement — you can cover the shortfall and continue in one operation.

…ищете по имени, а клиент не находится? The name is an optional field, and if it was not filled in when the client was created, the client is only found by number. Find them by phone and add the name using the pencil next to the name in the card — after that they will also be found by name.

…по четырём цифрам нашлось несколько человек? That happens: four digits coincide across different numbers. Narrow the query — type more digits or a name. If there are too many matches, the app will ask you directly to narrow it down.

…you are looking for a client via "Charge to Balance" and they are not there? You cannot add a new client from there — first find or create them in the "Clients" section.