Introduction
This guide is for System Administrators and Club Managers responsible for configuring the Point of Sale (POS) interface. It will walk you through the process of creating and managing Quick Buttons to allow staff to rapidly select products or categories during sales transactions.
Before You Start
Ensure you have the SystemManager.Clubs.Pos permission enabled on your user profile.
Ensure the products or panels (categories) you wish to assign have already been created in the system.
Settings
The following settings are available when adding or editing a Quick Button:
Type: This setting defines the function of the button. You can select Product Button to sell a specific item, or Category Button to open a submenu of items.
Panel: This dropdown list allows you to select a specific category to assign to the button. It is only visible when the Type is set to Category Button.
Product: This dropdown list allows you to select a specific product to assign to the button. It is only visible when the Type is set to Product Button.
Button Color: This color picker allows you to define the background color of the button on the POS screen. This helps staff visually organize the screen (e.g., making all beverages blue).
Step-by-Step Instructions
In PGM, click on Clubs > List of Clubs
Click the three dots next to the desired club and navigate to the Quick Buttons page.
To add a new button, click the Insert button located in the command bar above the grid. To modify an existing button, click the Edit icon (pencil) next to the desired row.
In the Assignment (Przypisanie) section, locate the Type dropdown menu.
Select the desired button type:
Select Product Button (P) if you want this button to add a specific item to the cart immediately.
Select Category Button (C) if you want this button to open a folder of related items.
Depending on your selection in the previous step, configure the target:
If you selected Category Button, select the specific group from the Panel dropdown list.
If you selected Product Button, select the specific item from the Product dropdown list.
Click the Button Color picker to open the color palette.
Select a color from the palette or enter specific RGB values to customize the button's appearance.
Click the Insert button to save a new entry, or the Update button to save changes to an existing entry.
To remove a button, click the Delete icon (trash can) in the grid row. Confirm the action in the popup window.
Tips & Important Notes
Inventory Filtering: The system automatically filters the Product and Panel dropdown lists. Items that are already assigned to a Quick Button will not appear in the list, preventing duplicate buttons for the same item.
Visual Indicators: When selecting a Product, items that are Product Bundles will appear in bold text within the dropdown menu.
Default Colors: When creating a new button, the color defaults to white until a specific color is selected.
Validation: You must select a valid Product or Panel ID. If you leave the selection on the default "- Choose -" option (value 0), the system will not save the button.
Use Case Examples
Example 1: Creating a Quick Button for a Water Bottle
Goal: To create a blue button that immediately adds a "Mineral Water" bottle to the cart.
Steps/Settings: Click Insert. Set Type to "Product Button." In the Product dropdown, select "Mineral Water 500ml." In Button Color, select a shade of Blue. Click Insert.
Example 2: Creating a Category Button for Supplements
Goal: To create a button that opens a submenu containing various protein bars and shakes.
Steps/Settings: Click Insert. Set Type to "Category Button." In the Panel dropdown, select the "Supplements" category. In Button Color, select Green. Click Insert.
Example 3: Highlighting a Bundle Offer
Goal: To make a "New Member Starter Pack" (which is a product bundle) stand out on the screen.
Steps/Settings: Click Insert. Set Type to "Product Button." Look for "New Member Starter Pack" in the Product list (it will appear in bold). Set Button Color to Bright Red. Click Insert.
Example 4: Editing an Existing Button Color
Goal: To change an existing "Towel Rental" button from white to yellow for better visibility.
Steps/Settings: Locate "Towel Rental" in the grid. Click the Edit icon. Click the Button Color picker and select Yellow. Click Update.
Example 5: Removing a Discontinued Product Button
Goal: To remove a button for a product that is no longer sold.
Steps/Settings: Locate the discontinued product in the QuickButtons list. Click the Delete icon in that row. When the confirmation dialog appears, click OK.
Here are 10 additional use case examples for managing Quick Buttons.
Example 6: Creating a Quick Button for a Day Pass
Goal: To create a high-visibility orange button for selling a standard "One Day Gym Pass."
Steps/Settings: Click Insert. Set Type to "Product Button." In the Product dropdown, select "One Day Pass." Click the Button Color picker and select Orange. Click Insert.
Example 7: Assigning a Button for Personal Training Packages
Goal: To create a folder button that opens a list of different Personal Training (PT) options (e.g., 1 session, 5 sessions, 10 sessions).
Steps/Settings: Click Insert. Set Type to "Category Button." In the Panel dropdown, select the "Personal Training" category. In Button Color, select a distinct color like Purple. Click Insert.
Example 8: Updating a Pricey Item to Stand Out
Goal: To change the color of an existing "Premium Protein Shake" button to Gold to indicate it is a premium product.
Steps/Settings: Locate the "Premium Protein Shake" button in the grid. Click the Edit icon. Click the Button Color picker and choose a Gold/Yellow shade. Click Update.
Example 9: Grouping Clothing Merchandise
Goal: To organize the POS screen by placing all apparel items under a single "Merchandise" button to save space.
Steps/Settings: Click Insert. Set Type to "Category Button." In the Panel dropdown, select the "Clothing & Merchandise" panel. Set Button Color to Grey. Click Insert.
Example 10: Swapping a Product on an Existing Button
Goal: To replace the "Summer Vitamin Water" product with "Winter Vitamin Water" on an existing button without deleting it.
Steps/Settings: Locate the "Summer Vitamin Water" button. Click Edit. In the Product dropdown, change the selection to "Winter Vitamin Water." Click Update.
Example 11: Highlighting a Product Bundle
Goal: To create a button specifically for a "Couple's Membership Starter" bundle.
Steps/Settings: Click Insert. Set Type to "Product Button." Browse the Product dropdown list and select "Couple's Membership Starter" (ensure you select the item displayed in bold text, indicating it is a bundle). Set Button Color to Red. Click Insert.
Example 12: Setting up a Rental Equipment Folder
Goal: To create a green button that allows staff to access rental items like rackets, towels, and locks.
Steps/Settings: Click Insert. Set Type to "Category Button." In the Panel dropdown, select "Rentals." Click the Button Color picker and select Green. Click Insert.
Example 13: Removing a Duplicate Button
Goal: To delete a button that was accidentally created twice or is no longer needed on the main screen.
Steps/Settings: Locate the duplicate button in the grid. Click the Delete icon (trash can). When the confirmation popup appears ("Are you sure you want to delete this record?"), click OK.
Example 14: Changing a Button from Product to Category
Goal: To change a button that currently sells a single "Energy Bar" to instead open a full "Snacks" menu.
Steps/Settings: Locate the "Energy Bar" button. Click Edit. Change Type from "Product Button" to "Category Button." The Product chooser will disappear and the Panel chooser will appear. Select "Snacks" in the Panel dropdown. Click Update.
Example 15: Color Coding for Dietary Restrictions
Goal: To update an existing button for a "Vegan Shake" to Light Green to visually indicate it is plant-based.
Steps/Settings: Locate the "Vegan Shake" button. Click Edit. Open the Button Color picker and select Light Green. Click Update.