Industries

    The POS for service businesses that runs inside Salesforce

    Sell services, packages, memberships and products directly in Salesforce, with every payment recorded against the customer record.

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    A service package on a customer's order in Eposly on iPad
    Services and products on one order

    Eposly is a POS for service businesses that run Salesforce. Staff open the customer, add a service, package, membership or product to one order and take payment at the desk, on the move or by payment link. Deposits, balances and scheduled card payments are recorded against the customer record in Salesforce, with no separate POS database to reconcile.

    • Services, packages, memberships and products on one order
    • In person, on iPad or mobile, or by payment link
    • Deposits, balances and scheduled card payments on the customer record
    • Customer history in view while staff sell

    Which service businesses does Eposly work with?

    Eposly fits service-led organizations that sell to known customers, members or supporters and need to manage sales and payments in Salesforce. Choose your business type.

    Service businessesHealthcarePatient-paid treatments, products and balances on the patient record.Service businessesMed spasTreatment packages and aftercare skincare, with deposits and balances.Service businessesGyms and fitnessMemberships, training and retail at the front desk, with monthly payments.Service businessesMembers' clubsDues, pro shop, lessons and events across every outlet in the club.Service businessesWineriesTasting room, event and wine club sales on the customer record.Service businessesNonprofitsDonations, admissions, memberships and shop sales at the desk and at events.Service businessesMedical equipment rentalEquipment sales and rentals on one order, with rental payments on a schedule.Service businessesTire and auto serviceTires, installation and add-ons on one job, with deposits and balances.

    What does a service business need from a point of sale?

    A service business needs a point of sale that knows the customer, sells services and products together, and keeps track of payments that continue after the visit.

    A retail checkout is built for one anonymous payment for a fixed basket. A service sale is different: the customer is known, a package or membership may involve repeat visits, deposits or payments collected over time, and the next visit starts from what was bought last time.

    A service business needs to
    How Eposly handles it
    Capability
    Know the customer at the desk
    Purchases, open orders and balances on the customer record during the sale
    Sell services, packages and products together
    Services, packages, memberships and products from your Salesforce catalog on one order
    Price for the customer
    Your Salesforce setup can hold member, package and customer-specific pricing, and Eposly applies it as the order is built
    Take payment wherever the customer is
    Card, cash, gift card or a split at the desk, card on iPad or mobile with a connected card machine, or a payment link
    Run several locations
    Location-level users, tax set by location, cash register sessions and reporting from one Salesforce org
    Use what was sold
    Every sale and payment is in Salesforce, ready for reports, follow-up and Marketing Cloud campaigns

    How do service businesses take payment inside Salesforce?

    Staff build the order on the customer record in Eposly and take payment in the same flow. The payment is authorized by the connected payment provider and recorded against the order and the customer record in Salesforce.

    A package sale

    How does a package sale work from start to finish?

    One order on the customer record, from the first payment to the last.

    1. 01

      Open the customer

      Start the order on the customer's record and find the package, membership or service.

    2. 02

      Build the order

    3. 03

      Take the first payment

    4. 04

      Check the orders

    5. 05

      Collect the rest

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    The Eposly screen for the selected step

    Payments

    How are payments taken, including deposits and recurring payments?

    • A service or product todayCard, cash, gift card or a split, in one step.
    • A package or course of treatmentsDeposit at booking, balance at a later visit.
    • Away from the deskCard on iPad or mobile with a connected card machine.
    • The customer is not therePayment link for part or all of the amount.
    • Memberships, dues, rentals and payment plansNewFirst payment at the desk, then a recurring schedule on the customer's saved card.

    Recurring schedules run with a supported payment provider. If a collection fails, the schedule pauses and the payment shows in a Salesforce report for follow-up.

    Setting up scheduled card payments on a customer's saved card in Eposly

    How many systems does a service business actually need at the desk?

    Fewer than most run. When the sale and the payment run inside Salesforce, the separate POS database and the sync that keeps it aligned drop out.

    Layer
    Typical service business stack
    With Eposly in Salesforce
    Customer record
    Salesforce
    Salesforce
    Point of sale
    Separate POS with its own customer and sales data
    Eposly, inside Salesforce
    Card payments
    Payment provider, linked to the POS
    Payment provider, linked to Eposly in Salesforce
    Keeping the two aligned
    Sync or middleware between the POS and Salesforce
    No separate POS database to reconcile
    Booking, scheduling, charting or club management
    Specialist software
    Unchanged
    Finance and accounting
    Finance system
    Unchanged, fed from Salesforce

    Eposly does not replace practice, booking or club management software, or the finance system. It replaces the separate POS and the work of keeping it aligned with Salesforce.

    What does the record and audit trail show?

    After every sale, Salesforce shows:

    • Who the customer was, and which staff member made the sale, at which location.
    • What was sold: services, packages, memberships and products.
    • How it was paid: methods, deposits, balances and any payment schedule.
    • The order and its payment status.
    • Refunds and returns against the original order.

    These are standard Salesforce records, so they follow your Salesforce permissions and audit controls. Card details are tokenized by the connected PCI-compliant payment provider and kept out of the customer record.

    100% rental and sales inventory accuracy. 8.5% sales increase year to year.
    Omring, site-reported results
    OmringPearl Morissette

    A Dutch senior-care provider running mobility-aid sales and rentals inside Salesforce, with a mobile point of sale designed for an elderly client base.

    "Eposly enabled us to connect our vineyard stores, our website and tasting rooms all to Salesforce." Milton Mednick, Managing Director, Pearl Morissette

    5.0 on Salesforce AppExchange
    Read the Omring story →Read the Pearl Morissette story →

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    Is Eposly the right fit for your business?

    Eposly fits service businesses that:

    • Run Salesforce as the system for their customers, not only for reporting
    • Sell face to face to known customers, often services and products together
    • Sell packages, memberships or payment plans that are paid over time
    • Want every sale and payment on the customer record, ready for the next visit

    Another option is a better fit when:

    • The business needs insurance billing, claims or clinical revenue cycle management
    • The business does not run Salesforce, or plans to leave it
    • Booking, scheduling and charting are the main need, rather than the sale and the payment

    One note for planning: every staff member who sells through Eposly needs a Salesforce user license.

    Questions buyers ask

    What counts as a premium in-person service?

    A service sold face to face to a known customer, often with products alongside it and payments that continue after the visit. Clinics, med spas, gyms, members' clubs, wineries, nonprofits, medical equipment rental and tire and auto service all work this way.

    Can Eposly sell packages, memberships and prepaid sessions?

    Yes. They are products in your Salesforce catalog, sold on orders against the customer record, with deposits, balances and scheduled card payments recorded against the same record. How sessions are redeemed and counted depends on your Salesforce implementation.

    Does Eposly replace practice or club management software?

    No. Eposly runs the sale and the payment in Salesforce. Booking, scheduling, charting, access control and club management stay in the systems built for them.

    Can Salesforce handle service transactions and payments together?

    Salesforce on its own is a CRM. With Eposly, staff build the order, take payment and record it against the customer in Salesforce in one flow.

    Can we keep our existing payment processor?

    In most cases, yes. Eposly connects to PCI-compliant payment providers including Stripe, Adyen, Square, CardConnect and Cybersource, so many businesses keep the processor and rates they already have. Eposly doesn't take a fee on each transaction. If you use another provider, ask us and we'll confirm whether it's supported.

    Related reading

    Simplifying healthcare retail compliance with a Salesforce native POS →How mobile POS for field service closes the cash flow gap →Specialty retail →

    Bring every visit and payment into Salesforce

    Services, packages, memberships and products on one order, with deposits and scheduled payments on the customer record.

    Try the interactive demoRead the Omring story →Talk to us →