--- title: "POS for Service Businesses Inside Salesforce | Eposly" url: https://eposly.io/industries/healthcare-and-services description: "POS for service businesses that runs inside Salesforce. Sell services, packages, memberships and products, and record payments against the customer record." lang: en-GB --- # 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. Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo Talk to us: https://eposly.io/contact Image: A service package on a customer's order in Eposly on iPad (https://eposly.io/images/industries/healthcare/healthcare-02-hero-step2-build-order.png) Eposly is the point of sale 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 organisations that sell to known customers, members or supporters and need to manage sales and payments in Salesforce. Choose your business type. ### Healthcare: https://eposly.io/industries/healthcare-and-services/healthcare-point-of-sale Patient-paid treatments, products and balances on the patient record. ### Med spas: https://eposly.io/industries/healthcare-and-services/med-spas Treatment packages and aftercare skincare, with deposits and balances. ### Gyms and fitness: https://eposly.io/industries/healthcare-and-services/gyms Memberships, training and retail at the front desk, with monthly payments. ### Members' clubs: https://eposly.io/industries/healthcare-and-services/members-club-pos Dues, pro shop, lessons and events across every outlet in the club. ### Wineries: https://eposly.io/industries/healthcare-and-services/winery-pos Tasting room, event and wine club sales on the customer record. ### Nonprofits: https://eposly.io/industries/healthcare-and-services/nonprofit-pos Donations, admissions, memberships and shop sales at the desk and at events. ### Medical equipment rental: https://eposly.io/industries/healthcare-and-services/medical-equipment-rental-pos Equipment sales and rentals on one order, with rental payments on a schedule. ### Tyre and auto service: https://eposly.io/industries/healthcare-and-services/tire-and-auto-service-pos Tyres, 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 Assisted Sales: https://eposly.io/product/capabilities/assisted-sales Sell services, packages and products together Services, packages, memberships and products from your Salesforce catalogue on one order Transaction Execution: https://eposly.io/product/capabilities/transaction-execution Price for the customer Your Salesforce setup can hold member, package and customer-specific pricing, and Eposly applies it as the order is built Configuration and Pricing: https://eposly.io/product/capabilities/configuration-pricing 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 Payments: https://eposly.io/product/capabilities/payments Run several locations Location-level users, tax set by location, cash register sessions and reporting from one Salesforce org Multi-location POS: https://eposly.io/product/capabilities/multi-location-pos Use what was sold Every sale and payment is in Salesforce, ready for reports, follow-up and Marketing Cloud campaigns Intelligence: https://eposly.io/product/capabilities/intelligence 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. Image: Finding a service while starting a customer's order in Eposly (https://eposly.io/images/industries/healthcare/healthcare-01-step1-open-patient-find-service.png) 2. 02 Build the order. Add it at the agreed price. Products can go on the same order. Image: A package added to the customer's order in Eposly (https://eposly.io/images/industries/healthcare/healthcare-02-hero-step2-build-order.png) 3. 03 Take the first payment. Pay in full, or take a deposit or first payment by card, cash or a split. Image: Taking a first payment on a package in Eposly (https://eposly.io/images/industries/healthcare/healthcare-03-step3-take-deposit.png) 4. 04 Check the orders. The order shows in the order list with its payment status, filtered to your location. Image: The order with its payment status in the Eposly order list (https://eposly.io/images/industries/healthcare/healthcare-04-step4-orders.png) 5. 05 Collect the rest. At the next visit, by payment link, or on a schedule on the customer's saved card. Each payment is recorded against the customer record in Salesforce. Image: The payments on the order in Salesforce (https://eposly.io/images/industries/healthcare/healthcare-05-step5-history-transactions.png) Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo Image: Finding a service while starting a customer's order in Eposly (https://eposly.io/images/industries/healthcare/healthcare-01-step1-open-patient-find-service.png) ## How are payments taken, including deposits and recurring payments? Situation How it is paid A service or product today Card, cash, gift card or a split, in one step A package or course of treatments Deposit at booking, balance at a later visit Away from the desk Card on iPad or mobile with a connected card machine The customer is not there Payment link for part or all of the amount Memberships, dues, rentals and payment plansNew First 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. How payments work in Eposly: https://eposly.io/products/payments Image: Setting up scheduled card payments on a customer's saved card in Eposly (https://eposly.io/images/industries/healthcare/healthcare-06-payments-recurring-setup.png) Image: Schedule details: monthly payments and start date (https://eposly.io/images/industries/healthcare/healthcare-07-payments-schedule-details.png) Image: Confirmation that the payment schedule is active (https://eposly.io/images/industries/healthcare/healthcare-08-payments-plan-created.png) ## 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 tokenised by the connected PCI-compliant payment provider and kept out of the customer record. ## Which service businesses already run on Eposly? 100% rental and sales inventory accuracy. 8.5% sales increase year to year. Omring, site-reported results 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. Not only the data we captured helped us provide tailored wine recommendations to our patrons.” Milton Mednick, Managing Director, Pearl Morissette A boutique Ontario winery whose sommeliers take payments in the vineyard store, the tasting room and at off-site events. Image: Omring (https://eposly.io/images/industries/medical-equipment-rental/logo-omring.svg) Image: Pearl Morissette (https://eposly.io/images/industries/wineries/logo-pearl-morissette.png) 5.0 on Salesforce AppExchange. Read the Omring story: https://eposly.io/customers/omring Read the Pearl Morissette story: https://eposly.io/customers/pearl-morissette Service businesses one-pager ## Take this page to your team The key points of this page in one document to share with your team, including the service businesses we cover. By downloading, you agree to our privacy policy (https://eposly.io/privacy). ## 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 licence. ## FAQ ### 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 tyre and auto service all work this way. ### Can Eposly sell packages, memberships and prepaid sessions? Yes. They are products in your Salesforce catalogue, 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. ## Related reading - Simplifying healthcare retail compliance with a Salesforce native POS: https://eposly.io/blog/simplifying-healthcare-retail-compliance-with-a-salesforce-native-pos - How mobile POS for field service closes the cash flow gap: https://eposly.io/blog/how-mobile-pos-for-field-service-closes-the-cash-flow-gap - Across: Specialty retail: https://eposly.io/industries/specialty-retail ## Run your service sales in Salesforce See how a point of sale runs inside Salesforce. Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo Read the Omring story: https://eposly.io/customers/omring Talk to us: https://eposly.io/contact ## Structured data ```json [ { "@context": "https://schema.org", "@type": "WebPage", "name": "POS for Service Businesses Inside Salesforce | Eposly", "description": "POS for service businesses that runs inside Salesforce. 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