Set up your register
Learn how to set up a register for your workspace to track cash flow, tips, petty cash and floats, keeping your business operations under one roof.
In this article
Registers explained
Registers keep daily cash activity organized and easy to account for at every location. Start each day with your cash float recorded, then log cash in and out with notes and receipts for a clear record of every movement.
Add multiple registers to a location and switch between them as needed. Give each register a clear name so your team knows which one to use, for example, Trendy Studio Brooklyn might have registers named "Reception" and "Staff office".
Add a register
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From the main menu on the left of your screen, go to Sales and open Register.
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Click on the Add register button to create a new register.
- If you have multiple locations, select the location that the register will be assigned to.
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Add the register name, something descriptive such as “Reception” or “Front desk” so that you can identify at a glance.
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Tick the checkbox next to the advanced options below to enable them for this register:
- Require register to be opened to start taking sales
- Set minimum float
- Add minimum value and select when required from the dropdown menu.
- Allow midday counts
- Prompt if register was left open
- Automatically print report on register count
- Automatically email report on register count
- Tick the checkbox next to the team member that the email report is sent to.
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Click on the Continue button in the top right corner to save your changes.
Once saved, your register appears in the list as closed by default, ready for you to open and start logging activity.
If you have multiple registers, select which one to use when checking out an appointment. From your workspace calendar, click the register in the top toolbar and select where to record the cash payment.
FAQs
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Can manage cash registers
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Can view previously closed cash registers
- Can open the cash register
- Can close the cash register
- Can manually cash in or out
- Can do a count of the cash register mid-day
- From the main menu on the left of your screen, go to Settings and select Sales.
- Open Registers from the left menu panel to view your registers.
- Next to the register you would like to archive, click on Actions and select Archive.
- Your register must be closed before you can archive it.
- Click Archive in the pop-up to confirm your choice.
You can control the permission level and specific access to registers under their permission settings. Select between any of the following:
A cash float is the starting amount of cash held in your register for the day. You can set a minimum float when setting up your register to help keep the right amount of cash available.
Yes. Enable Allow midday counts when setting up your register to perform counts throughout the day without closing it.
You can enable Prompt if register was left open to alert your team when a register remains open from the previous day.
If you no longer need a register, you can archive it to remove it from your register list while keeping its records stored for future reference.
Once archived, your register will no longer be available for cash in's, cash outs or visible in your active register list.
To unarchive a register, go to the Registers and click on the Active button in the top tool bar, then select Archived. Find the register you want to reactivate, click Actions, and select Unarchive.
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