How to Use Advanced POS Checkout in Highlevel’s Mobile App

• Introduction to Enhanced POS Checkout on Mobile with HighLevel
• Why Enhanced POS Checkout is Important
• Step-by-Step Guide: Creating and Selling Products
• Exploring the Product Catalog and Transactions
• Creating Products in the Mobile App
• Integrating Sales with CRM and Final Thoughts
• Practical Use Cases
• Closing Remarks

Introduction to Enhanced POS Checkout on Mobile with HighLevel

Today, I’m excited to introduce you to HighLevel’s new enhanced POS (Point of Sale) checkout feature on mobile. This feature is a game-changer for anyone needing to process sales on the go, allowing you to close deals quickly and efficiently using just your mobile device. Let’s dive into how you can leverage this powerful tool.

Why Enhanced POS Checkout is Important

The ability to process sales via mobile is essential for several reasons:

• Mobility: Close deals anywhere, anytime without needing a laptop.
• Convenience: Quickly pull up products and process payments on the spot.
• Efficiency: Use the tap-to-pay function for fast and seamless transactions.

Step-by-Step Guide: Creating and Selling Products

1. Download and Log In:
   • Open your LeadConnector app and log in.
   • Navigate to the middle icon with the dollar sign at the bottom.
2. Location Confirmation:
   • Confirm your location when prompted.
3. Product Creation:
   • Enter a new product name and price or select an existing product from your catalog.
   • You can add notes for more details if needed.
   • Review the item, adjust quantities, and apply discounts if necessary.
4. Customer Information:
   • Add the customer details to the transaction.
   • Finalize the sale by reviewing the item and applying any additional charges or discounts.
5. Payment Processing:
   • Use the tap-to-pay feature where customers can tap their credit card on your phone to complete the transaction.
   • Optionally, customers can leave a tip before finalizing the payment.

Exploring the Product Catalog and Transactions

1. Accessing the Catalog:
   • Switch to the catalog to view pre-existing products.
   • Select a product, set quantities, and review the details before processing the sale.
2. Transaction History:
   • View all transactions, including details of payments processed through the tap-to-pay feature.

Creating Products in the Mobile App

1. Navigating to Products:
   • Click the hamburger menu in the top left.
   • Select the “Products” option from the menu.
2. Adding a New Product:
   • Click the plus sign to add a new product.
   • Enter product details, including name, image, description, and type (physical, digital, or service).
   • Set pricing, including regular and discount prices if applicable.
3. Advanced Variants and Pricing:
   • Create different variants for the product (e.g., VIP ticket with a drink).
   • Set different prices for each variant.

Integrating Sales with CRM and Final Thoughts

1. Linking Customers to Transactions:
   • Connect existing customers or leads from your database to transactions.
   • Ensure seamless tracking and record-keeping in your CRM.
2. Creating New Contacts:
   • Add new contacts directly within the app to link them to sales transactions.

Practical Use Cases

1. Event Sales:
   • Use mobile devices for on-the-spot sales at events, reducing the need for cash and increasing convenience for attendees.
2. On-the-Go Transactions:
   • Perfect for sales professionals who need to process transactions outside of a traditional office setting.

Closing Remarks

I hope you find this new feature helpful for your business needs. Whether you’re closing deals at events or on the go, HighLevel’s enhanced POS checkout on mobile ensures you’re equipped to handle sales efficiently. If you have any questions or need further assistance, feel free to leave a comment below.