Sale Attributed To

[mysticmoon]

Hello! As a salon and spa owner trying to use Square Appointments to check out or guests, we are not able to have sales attributed to our staff - AT ALL!!! When our front desk checks out a guest and does select the correct service provider for the service given, the sale on the report shows "unattributed sale" despite selecting the correct service provider. Square has been no help! Each team member has been assigned their 4 digit code. Please help! We are considering switching services because we are unable to figure this out. 

[JJ_]

Hey there @mysticmoon 

Thank you for allowing us to help here in the Seller Community. Quick couple of questions, do you have Passcodes on? This can be found on More > Settings > Security > Passcodes. And is this happening with every sale and every employee?

For more context for Sales to be attributed, your employees would need to enter their four-digit passcode before every sale. 

Will wait for your answers and hopefully I or another Community Moderator or Seller will be able to assist. 

[7NINE]

Hello, also running into this same problem. We've turned on pass codes as you've suggested inside of Square Appointments for Square Register, but the product sale when rung up isn't attributed to the person who pinned into Appointments.

What we've discovered is this

• If we pin in as someone with a Square Appointments account, the items are attributed to that person
• If we pin in as a staff member who does not take Appointments, the items are attributed to the person logged into the Square Register

This isn't optimal because we track sales for each of our service providers and compensate them if they do well in sales each month. Not all people who work with us should have an account in Appointments, for multiple reasons.

We need to be able to track who sold what, at what rate, each month. Is this being worked on? I might have to return the Register because of this.

[winniecheng]

Hi @7NINE my name is Winnie and I'm a product manager on Appointments. So to confirm, you have staff using a passcode to login to Square Appointments? If that staff isn't added under the Square Appointments Dashboard > Staff (which is separate from Team), I'm surprised they're able to passcode in on Appointments POS - is it possible that staff are passcoding in on the Retail POS? Would it be too much to reach out to support with this? I'm afraid this isn't the best forum to troubleshoot - we can troubleshoot far more quickly if you can send screenshots or videos to support.

If you're trying to prevent front desk that don't take appointments from getting incorrectly attributed within the Appointments POS, I do recommend this process:

• When creating new appointments, train front desk staff to tap on the calendar under a specific staff, instead of tapping the "+" button. This will ensure services and items are defaulted to the service provider, and are not defaulted to the logged in staff (e.g. the front desk staff).