ClassLift

Examples

For: Owners, Managers & Front-desk Staff

Real-world point-of-sale setups for different studios.

1. A yoga studio selling retail

Situation: A yoga studio sells water bottles, mats, and branded tees at the front desk.

Setup steps:

  1. Under Products, add each item as Retail with a price, and turn on Track inventory for the physical stock.
  2. Give the tee Variants — Small, Medium, Large — with the same base price.
  3. Open each item's ⋯ → Manage stock and set the In stock count for each location (and, for the tee, each size).
  4. At the Point of Sale, pick your studio in the top bar, tap the items into the cart, and take Cash or Card (reader) — the sale draws down that studio's stock.

2. A CrossFit box selling a drop-in

Situation: A visitor wants a single class without a membership.

Setup steps:

  1. Add a Drop-in product (e.g. Drop-in Class, $20) — leave inventory off.
  2. At the till, add it to the cart, optionally attach the visitor under Member, and take Card (reader).
  3. The sale shows Charged $20.00 and lands in Transactions.

3. Charging a member's card on file

Situation: A regular wants to buy a smoothie and pay on the card they already have saved.

Setup steps:

  1. Add the smoothie to the cart and choose Card on file.
  2. Search and select the Member (required for card on file).
  3. Tap Confirm — Stripe charges their saved card and the sale shows Charged.

4. Reconciling the day and refunding

Situation: At close, you reconcile takings and refund a returned item.

Setup steps:

  1. Pick the studio in the top bar, open Transactions → Daily takings, choose today's Date, and check Processed by Stripe against that location's payout — the day runs on the location's timezone.
  2. Find the returned sale, open it, and click Refund → Full, add a Reason, and turn on Return items to stock if the goods came back — then Refund it.
  3. For a cash sale, hand back the cash and record the refund so the ledger matches.

Tips for all studios

  • Keep the catalog tidy: Retire products you no longer sell rather than deleting them, so past sales stay intact.
  • Use Card on file for members and Card (reader) for walk-ins to keep everything settled through Stripe and refundable.