How to Bill in a Walk In Customer

How to Bill in a Walk In Customer

A step-by-step guide to efficiently handle transactions for walk-in clients.

In this tutorial, you'll discover how to bill walk-in customers using the Zylu salon management app. Whether it’s a first-time visitor or a regular client, we’ll walk you through the entire billing process, from selecting services to processing payments. You’ll learn how to ensure a smooth and hassle-free experience for your customers while keeping your records organized. By the end of this guide, you'll be well-equipped to handle walk-in transactions with confidence and ease!


Steps:

  1. Click on the plus button to initiate the billing process.

  2. Search for the customer in the system by entering their number or name.

  3. If the customer is not found, click on "new" to add the customer and input basic information such as name, gender, and lead source (e.g., walk-in, Google ad, Instagram ad).

  4. Optionally, record the customer's birthday for future promotional purposes.

  5. Add the services the customer has taken (e.g., haircut, threading) and assign the employees who provided the services.

  6. Include any products purchased by the customer and specify the employee responsible for the sale.

  7. Apply any applicable discounts to the bill.

  8. Proceed to checkout and select the payment mode (single or split).

  9. If there is a referral, record the referrer's information.

  10. Complete the billing process.

  11. Gather feedback from the customer regarding their experience and make a note of it.

  12. Share the bill with the customer via WhatsApp using the device.

Notes:

  • Ensure accurate entry of customer information to avoid billing errors.

  • Double-check discounts and payment modes selected to prevent discrepancies.

  • Record customer feedback accurately for future reference and improvement.

Tips for Efficiency:

  • Familiarize yourself with the system to expedite the billing process.

  • Keep communication clear with customers to gather necessary information efficiently.

  • Regularly update customer records for personalized service and promotional purposes.

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