No. AI Receptionist has its own billing and payment provider hooks. POS is for front-of-house retail checkout.
Retail & Front-of-House Sales
POS
Checkout that connects to your CRM — not another silo.
Front-of-house teams need a fast, reliable checkout flow — open a register, ring up products, take payment, and close the session with a clean audit trail. Sales at the register should also update the customer record in CRM, and appointment deposits from scheduling should flow into the right tender without manual re-entry. POS is a standalone NestJS + Next.js product with its own API, portal, billing SKU, and schema prefix pos_. It delivers register → session → cart → sale → invoice with webhooks for scheduling collect-payment and optional CRM sale notifications — without shared databases across suite products.
Category: Business Suite Platform
Who This Is For
Cashiers running daily checkout and cart management, store managers handling session open/close and reconciliation, clinic retail teams selling products alongside services, and suite operators entitling POS alongside CRM and scheduling.
Business Challenges
Common operational pain points this solution addresses for retail & front-of-house sales teams.
- Walk-in retail sales never appear on the customer timeline in CRM — reps sell blind
- Scheduling collects a deposit, but front desk re-keys it at checkout
- Open registers without proper close procedures create cash discrepancies
- POS shows stale stock because inventory lives elsewhere without links
- Sales happen at the register; invoicing becomes a separate afternoon task
Use Cases
- Morning register open: store manager opens Register 1, counts the float, and starts the session — staff see the active register on the POS home screen
- Mid-day retail sale: cashier completes sale with tender; CRM receives a sale-completed webhook and contact activity updates automatically
- Appointment deposit at desk: scheduling fires a collect-payment webhook; POS records the payment against the appointment without re-keying
- Hold cart for a client: cashier holds the cart, serves the next customer, and recalls the held cart when the client returns
- End-of-day close: manager closes the session, reconciles tenders, and reviews sales history and invoices for the day
Platform Modules
Core capabilities delivered as integrated modules—not disconnected point solutions.
Registers and sessions
Open and close register sessions with float tracking. Multiple registers per location with a clear audit trail for managers.
Product catalog
Products with pricing, categories, and inventory view. Customer lookup at checkout ties retail to the right contact.
Carts and tenders
Build carts, hold for later, complete with multiple tender types. Full sales history with audit for reconciliation.
Sales invoices
Generate invoices from completed sales. Invoice list and detail in the portal — not a separate afternoon task.
Scheduling integration
Collect-payment webhook accepts appointment-driven payments from scheduling into POS without re-keying card details.
CRM integration
Optional notify to CRM on sale completed — contact activity and revenue attribution via webhook, not shared database tables.
Business Benefits
- Complete register-to-sale checkout flow in one product
- CRM and scheduling integration via webhooks — no shared DB tables
- Hold carts to serve multiple clients smoothly during peak hours
- Standalone API, portal, and data store — entitle POS without CRM if needed
- Session open/close discipline reduces cash discrepancies
- Invoices generated from completed sales in the same workflow
Implementation Approach
Phased rollout designed to minimize disruption while delivering value at each milestone.
Set up registers and products
Configure locations, registers, and product catalog with pricing and categories.
Open session
Manager opens register with starting float. Staff see active register on the POS home screen.
Ring sales
Add to cart, apply tender, complete sale. Hold carts when clients step away mid-checkout.
Close session
Reconcile tenders, review sales history and invoices, and close the register session.
Link siblings
Register CRM and scheduling webhooks for automatic sale notifications and collect-payment events.
Technologies
Frequently Asked Questions
Yes. CRM sale notifications are optional via webhook configuration.
Scheduling fires a collect-payment webhook that POS accepts and records against the appointment.
Registers and sessions support multiple registers per location; multi-location patterns depend on tenant configuration.
POS shows stock view from linked inventory when configured. Full inventory reservation from POS depends on Inventory being entitled and linked — validate in discovery.
Related Solutions
Run checkout that talks to your CRM and scheduling
Entitle POS and link CRM and scheduling webhooks — register sales and appointment deposits flow automatically without another silo at the front desk.