Selling Membership EFT Services

Modified on Thu, 24 Oct 2019 at 04:58 PM

Selling Membership EFT Service works the same as make any other register transaction with one additional step: capturing the client's credit card information.  It is best to familiarize yourself with how to Make a Sales Transaction in Pearl before proceeding to selling an EFT service.

  1. When selecting the EFT membership to sell, the employee will be presented with a screen to securely capture the client's credit card information.
    The address information will be populated from the client's on file information.  If the card-holder billing address is different than the client's address i.e. mother paying for daughter's services, it is important to enter the card-holder's billing address to process EFTs as a reoccurring payment.
    The draft amount and taxes will automatically populate from the service's settings.  The draft day will be populated as the default one that SalonTouch is set to.  More information can be found at Working with EFT Membership Settings.


  2. Normally the employee will run the credit card through the processing swipe or chip reader and the data will populate automatically for the card.  If you are not using the integrated credit card processing system inside SalonTouch and you wish to store credit card numbers, the employee will have to manually type the card information into the screen.


  3. Once the credit card information is confirmed, click Save.

  4. You may get a request to print an EFT contract.  Click Yes or No to print one.

  5. Tender out the transaction as normal. The service will be sold to the client and the draft information will be saved to the client's profile.

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