How-to guide
How to take point-of-sale payments in Clovo
Use Clovo point-of-sale workflows to sell classes, packs, memberships or shop items when a client is standing in front of your team.
Not every purchase starts online. A client walks in to ask about a pack, forgets to renew before class, or grabs a water bottle on the way out. Point-of-sale (POS) payments let your team take those payments in person without leaving Clovo.
The payoff is tidy records. A POS sale stays inside the same client record, payment system and studio reporting as every online purchase, so nobody has to reconcile a separate till or workaround later. This guide covers connecting payments, finding the client, choosing the right product, and turning the moment into a retained client.
Before you start
- Stripe is connected — POS uses the same secure Stripe connection as your online purchases, so payments need to be live before you sell from the front desk.
- The products you want to sell already exist: a membership plan, a credit pack, a bookable class, or a Member Shop product.
- Your front-desk staff know the basics of finding a client and which product to reach for.
Take a payment, step by step
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Connect Stripe first
POS relies on the same secure Stripe connection as online purchases. If you haven't already, connect Stripe before building any front-desk sales workflow — without it, there's nothing to charge against.
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Find or create the client
Start by selecting the client who's buying, so the purchase attaches to the right account. If they're new, add the client record first.
- Creating the record up front means their pack, membership or booking lands on the correct profile — not on a stranger or a duplicate.
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Choose what the client is buying
Use the relevant sales flow for the purchase: a membership, a credit pack, a direct class booking, or a Member Shop product. Each flow attaches the sale to the right product type.
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Confirm the details before charging
Check the product, the price, the client name, and any important dates such as pack expiry or membership billing start. A quick pause here prevents most front-desk mistakes.
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Complete the payment and confirm
Charge the client, then confirm the purchase shows on their record. Because the sale lives in Clovo, their new pack, membership or booking is immediately ready to use.
Pick the right product type
The product type you choose at the counter shapes what happens next, so it's worth matching it to what the client actually wants — not just whatever closes the sale fastest.
- Membership — for a client committing to a recurring habit. Confirm the billing start date so their first charge lands when they expect.
- Credit pack — for casual or returning clients buying a bundle of classes. Watch the expiry date.
- Direct class booking — for someone who just wants to pay for the next class. See direct class bookings.
- Member Shop product — for merchandise like grip socks or water bottles. See Member Shop.
Tip
A POS purchase is more than a transaction — it's a conversation. While the client is in front of you, walk them through the app: how booking reminders work, how to join a waitlist when a class is full, and which class is the best one to book next. Walk-ins who leave with the app installed come back.
Common questions
Do I need Stripe connected to take POS payments?
Yes. POS uses the same Stripe connection as your online purchases, so connecting Stripe is the first step. Without it there's no way to charge the card.
What if the client buying is brand new?
Add the client record first, then make the sale. That way the purchase attaches to the correct account and their new pack, membership or booking is ready straight away.
Why does it matter which product type I sell?
Keeping the sale attached to the right product type keeps future bookings and reporting clean. A membership, a credit pack and a direct booking each behave differently, so the right choice now saves untangling later.
What to remember
- POS keeps every in-person sale inside the same client record, payment system and reporting as online purchases.
- Connect Stripe first, then find or create the client before choosing a product.
- Confirm the product, price, name and key dates before charging — and use the moment to retain the client.