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Enable Cash Drawer for a Med SPA Location

This user guide explains how to enable the cash drawer for a specific Med SPA location. It provides step-by-step instructions to set up and activate the cash drawer, ensuring smooth and secure in-clinic transactions.

Understanding Terminologies

Cash Drawer

A cash drawer is a secure compartment within the point-of-sale (POS) system used to store cash, coins, checks, and receipts from transactions. It helps track cash in and cash out movements for services, retail product sales, and refunds, ensuring accurate financial management and security.

Med SPA Locations

Locations refer to the physical addresses where your Med SPA operates. This includes all branches or facilities where services are offered. Adding accurate location information in the EMR portal allows patients to find and book appointments at the correct facility.

Enable Cash Drawer for a Med SPA Location

  1. The user can enable a cash drawer for a Med SPA location while adding a location from two entry points.
    1. From the Top Right Profile dropdown, select “Locations.”
    2. From the Left Navigation, click on the “My Account” dropdown and select “Locations.” Alternatively, you can type “Locations” into the search bar in the Left Navigation.
  2. To add a new Med SPA location, click "New Location" in the top right corner of the screen.
  3. Fill in the required information and select the “Enable Cash Drawer” option to activate it for this location. Once all details are complete, click “Create Location” to save.
    Note: For complete instructions on creating a new location, refer to the “Setup Locations and Business Hours” user guide.
    The cash drawer has been successfully enabled for this Med SPA location!

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