How to Raise Sale a Service Appointment in MioSalon?

How to Access Appointment Details to Raise a Sale for the Service Appointment

Before you can Raise Sale, you need to open the appointment details. MioSalon gives you two ways to do this:

Option 1: Via Calendar View

1.      Go to Appointment from the left menu.

2.      Make sure you’re on the Calendar view (top-right toggle).

3.      Each appointment appears as a coloured block under the assigned staff column.

4.      The block shows the time range, client name, resource, and service name.

5.      Click on the appointment block to open the Appointment Details popup.

Calendar view showing appointment blocks under staff columns

Appointment Details popup (Calendar view) displays:

·       On the right side, you’ll see the Appointment Status with colour-coded options:

o   New In-App Booking (blue)

o   New Online Booking (pink)

o   Arrived (yellow)

o   Started (green)

o   No Show (orange)

o   Completed (purple)

·       At the bottom, you have four action buttons:

o   Cancel Appointment (red) — Cancel this appointment

o   Freeze — Freeze the appointment

o   Edit — Edit the appointment details

o   Raise Sale — Raise a sale/bill for this appointment

Appointment Details popup showing service info, status options, and action buttons

Option 2: Via List View

1.      Go to Appointment from the left menu.

2.      Click the “List” toggle in the top-right corner (next to Calendar).

3.      All appointments are displayed as individual cards.

Each appointment card shows: - Client Name and Mobile Number - Appointment Date - Staff Name assigned to the appointment - Time, Service Name, and Duration - Booked by — The user who created the booking and the date

At the bottom of each card, you’ll see two buttons: - “View Details” — Opens the appointment details popup - “New ▲” — Shows the current appointment status (with a dropdown to change it)

Appointment List card showing client details, service info, and View Details button

Click “View Details” to open the Appointment Details popup:

·       At the bottom, you have three action buttons:

o   Cancel Appointment (red) — Cancel this appointment

o   Edit — Open the Edit Appointment screen

o   Raise Sale — Raise a sale/bill for this appointment

Appointment Details popup from List view with Cancel, Edit, and Raise Sale buttons

1. Raise Sale from an Appointment

Overview

Once a service is completed, you need to convert the appointment into a bill so the payment can be collected.

 The Raise Sale feature lets you do this in one click — it takes you directly to the Quick Sale page with the client, service, staff, and pricing already filled in. From there, you can add extra items like products, packages, or memberships, apply discounts, and complete the checkout. 

This saves the front desk from manually entering the same details again and helps avoid billing errors.

Navigation Path

·       Via Calendar: Appointment → Calendar → Click appointment block → Raise Sale

·       Via List: Appointment → List → View Details → Raise Sale

Step-by-Step Instructions

Step 1: Click “Raise Sale”

·       Open the Appointment Details popup (from either the Calendar or the List view).

·       Click the “Raise Sale” button (blue button at the bottom-right).

·       This takes you directly to the Quick Sale page.

Step 2: Review and Complete the Bill

On the Quick Sale page, the following details are auto-filled from the appointment:

·       Customer — Client’s mobile number (pre-filled)

·       Date — Appointment date (pre-filled)

·       Client summary showing: Name, Unpaid balance, Available Packages, Bill Activity, Total Visit, Last Visit, and Total Revenue

Service line item — The booked service is already added with:

Add Items — You can add more items to the bill: 

- Service, Product, Package, On-Demand Package, Membership, Gift Voucher, Prepaid

Discounts & Offers: 

 Apply discounts before completing the bill: 

- Disc. by Value — Enter a flat discount amount (₹) 

- Disc. by Percentage — Enter a percentage discount (%) 

- Redeem Gift Voucher — Enter a gift voucher code

Quick Sale page with auto-filled appointment details, service line item, and discount options