Objective
This SOP explains how to use the AesthetiDocs central checkout facility to record product sales and gift voucher sales when no appointment is linked to the transaction. It ensures staff can complete anonymous or customer-specific sales, generate receipts, and issue vouchers correctly.
Key Steps
1. Open the Central Checkout Facility 0:29
Log in to your AesthetiDocs account.
From the calendar or any page, locate the checkout icon in the top-right corner.
Click the icon to open the central checkout screen.
The system will default to Walk-in Customer / Anonymous Sale for non-patient transactions.
2. Process an Anonymous Product Sale 1:04
Select Anonymous Sale if the customer is not in your patient list.
Choose Products as the sale type.
Search for or scroll to the product you want to sell.
Select the product and click Add Products.
Review the receipt to confirm the correct item has been added.
Choose the payment method:
Card payment for a single card transaction.
Split payments if the customer pays using more than one method.
Click Complete Sale to finalize the transaction.
Save or view the generated receipt for financial records.
3. Verify the Product Sale in Receipts 2:03
After completing the sale, open the receipt to confirm:
The transaction is recorded as an anonymous sale.
The correct product appears on the receipt.
Go to the Financial area and check Receipts to confirm the sale has been logged.
Use this step to ensure the transaction is properly recorded even when no patient profile exists.
4. Start a Gift Voucher Sale 2:24
Click the checkout icon again to begin a new transaction.
If selling a gift voucher, be prepared to enter customer details.
Note that the voucher will be sent by email, so a valid first name, last name, and email address are required.
If you select Anonymous Sale, the system will prompt you to enter these details before checkout can continue.
5. Add a Custom or Pre-Set Gift Voucher 2:50
Select Custom Gift Voucher if you want to enter a voucher amount manually.
Enter the desired voucher value (for example, £100).
Alternatively, choose one of the pre-created voucher options available on the platform.
Click Add to place the voucher onto the receipt.
Confirm the voucher amount and details before proceeding.
6. Enter Customer Details and Complete the Voucher Sale 3:10
If the sale is still set to anonymous, enter the required customer details:
First name
Last name
Email address
If the voucher is being purchased for an existing patient, select the patient from the list instead of entering anonymous details.
Confirm the voucher value on the receipt.
Select the payment method, such as Card.
Click Complete Sale to finalize the transaction.
The system will generate a receipt and issue the voucher to the recipient via email.
Cautionary Notes
Do not complete a gift voucher sale without a valid email address if the voucher must be delivered electronically.
Anonymous sales are appropriate only when no patient record is needed; use a patient profile if the customer is already in the system.
Double-check product names, voucher values, and payment methods before completing the sale to avoid errors.
For split payments, ensure each payment method and amount is entered correctly before finalizing.
Confirm the receipt after checkout to ensure the transaction has been recorded properly in financial reports.
Tips for Efficiency
Use the top-right checkout icon as the fastest entry point from any page in AesthetiDocs.
Use Anonymous Sale for walk-in customers to avoid creating unnecessary patient records.
Use the search function in the product list to find items quickly instead of scrolling.
Keep commonly sold gift voucher amounts pre-created on the platform to speed up checkout.
Verify customer details before clicking Complete Sale to reduce the need for corrections later.