SupportPoint of SalePoint of Sale Overview

Point of Sale Overview

Support Team

Posted by Support Team on October 13, 2025 — Updated on October 14, 2025

With the Exercise.com Point of Sale (POS), you can manage in-person sales directly inside your platform—add products, packages, plans, and groups; process payments; and track sales activity so staff can ring up purchases quickly and efficiently.

Use the POS for both guest checkouts and client transactions. Apply discounts or coupons, select payment methods, and manage connected terminals or card readers for a smooth checkout experience. For hardware and processing setup details, see Payment Processing.

Table of Contents

Point of Sale Overview Video

Set Up POS Configuration

1. Access the Point of Sale Tab

In the Account tab, click Point of Sale to open and manage the main POS interface.

Access Point of Sale tab

2. Customize POS Layout

Click Customize POS Layout (Staff Use) to modify the layout staff use at checkout.

Customize POS Layout

3. Create a Template

Click Create Template to start a new POS template. Name it in the Template Name field, then click Create Template to save.

Enter a Template Name
Create the template

4. Switch to the New Template

Click Switch to New Template to activate and start using the template.

Switch to new template

Add Items to the POS

5. Add Pages

Click Add Page to organize items into pages (e.g., Apparel, Packages, Supplements).

Add a new page

6. Add Items to a Page

Click Add Item to Page 1 (or your current page) to add products, packages, plans, or groups.

Add item to page

7. Choose Items from Library vs. Finders

There are two sections: Library and Finders. In Library, add specific items directly. In Finders, staff can browse all available Packages, Groups, Plans, and Products (including categories) and add items to the cart during checkout.

Library vs. Finders options

8. Add a Product and Variant

Open Products, select a product, then choose a specific variant (e.g., size/color) and click Select This Variant.

Select product
Select product variant

9. Add Products via Finders

In Finders, choose Products and select All Products. You can also add other available categories.

Add products using Finders

10. Review and Save

Items appear on the screen. If you created multiple pages, dot pagination indicates extra pages. Click Save Changes when finished.

Save POS changes

Assign POS to Readers and Locations

11. Open Locations

Go to the Schedule tab and select Locations. (If you operate multiple sites, see Member Management for account best practices across locations.)

Access Locations tab

12. Edit a Location

Add a new location or select an existing one. Click the three dots and choose Edit Location.

Select and edit a location

13. Link a POS to the Location

In the Points of Sale multi-select field, choose the POS you want to link. Note: If you don’t see the POS, make sure you saved your POS template.

Link the POS to a location

14. Add a Card Reader

In your Point of Sale Settings, open the Card Readers tab and click Add Terminal to add a terminal and set up your card reader. Note: Terminals require compatible hardware and payments setup.

Access card readers

15. Set Up the Terminal

Enter the terminal name, choose the location from the dropdown, and input the Registration Code.

Set up the terminal

Launch POS

16. Generate a POS Link

In Point of Sale Settings, select the POS you want to access. Choose Point of Sale under POS Type, then select the Location, Template, and Terminal you configured.

Generate a POS link

17. Enter the POS PIN

Enter your POS PIN to access the POS. If a PIN has not been set and you’re logged in, you’ll be prompted to create one. Note: For shared devices, set a PIN standard and store it securely.

Enter POS PIN

Use Finders, Product Tiles, and Variant Tiles

18. Add a Product Variant from Tiles

POS opens as Guest by default. Select a product variant from the tiles to add it to the cart.

Select a product variant from tiles

19. View Product Details

Click a product to view available variants before adding them to the cart.

Open a product to view variants

20. Filter and Select a Product Variant

Filter by size and color (if available), then click Add to Cart.

Filter and add a product variant to cart

21. Open All Products (Finder)

Click All Products to browse or search the full product list and add specific items or variants. Note: If you add Finders for Package, Plan, or Group, the same browse-and-search experience applies.

Open the All Products finder

22. Review Items Added to Cart

Review items in the right pane. Remove items or adjust quantities as needed. Note: Some products may have purchase limits based on stock availability.

Review items added to the cart

Checkout Flow: Guest

23. Guest Checkout

When you’re ready, optionally add a discount coupon. Tap CHECKOUT to process payment with the connected terminal.

Guest checkout with discount option

24. Payment Successful

After payment, you’ll see a Payment Successful message with the total and method used.

  • Optional: Enter guest First Name, Last Name, and Email.
  • Toggle Send Receipt? to email a receipt.
  • Click Close or Save & Close.
Guest payment successful and receipt options

Checkout Flow: Client

25. Select a Client Account

Click Select Account, then Search Account. Enter the client’s name or email. Select the correct account.

Select Account
Search for an account
Select the account from search results

26. Client POS View

After selecting a client, you’ll see the client POS view. You’ll also see subscriptions and other client-only options that are not available for Guest checkout.

Client POS view

27. Choose a Payment Method

When items are finalized, click to choose a different payment method saved on the client’s account (or close the modal to cancel).

Open payment methods modal
Select a payment method

28. Client Checkout

Click CHECKOUT to process payment. After payment, you’ll see a Payment Successful message—click Close to finish.

Client checkout
Client payment success confirmation

This overview walked you through creating a POS template, adding pages and items, assigning it to a location and terminal, and completing both guest and client checkouts.

With the Exercise.com POS and your payments setup via Payment Processing, your staff can move faster at the front desk, capture more in-person sales, and email receipts when needed.


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