---
title: "In-Store Consultations"
canonical: "https://red-ant-documentation.refined.site/space/RET/243564556/In-Store%20Consultations"
format: markdown
---
#### Step 1

When commencing a consultation without prior booking, users will be asked to select the customer or create a new customer before proceeding to the consultation flow

#### Step 2

Within store consultations, users can:

- View details from the customer profile
- Update customer profile
- Add products and inspirations
- Add service products
- Review products in consultation and add to bag or wishlist

#### Step 3

If a customer does not wish to make a purchase, users can complete the consultation and enter a coupon code for the customer to apply online in their own time. This will trigger an automatic email to the customer which will include all of the products and inspirations viewed during the appointment, as well as the coupon code

#### Step 4

If a customer wishes to make a purchase, users can add the selected products to the bag and proceed to checkout, which will allow users to:

- Select delivery method
- Confirm delivery address
- Apply discounts (if required)

> ℹ️ Now that we have options to apply both promo codes and manual discounts, there are some considerations to bear in mind in terms of how these are applied:
> ℹ️ 
> ℹ️ - If a manual discount is applied first, the promo code will be applied to the updated total
> ℹ️ - If a promo code is applied first, any manual discount will be applied on top of the updated total, i.e. the promo code will not reapply itself to the new total following the discount

Payment can then be taken via multiple methods:

- Mobile POS via [Adyen ](https://redantdigital.atlassian.net/wiki/pages/createpage.action?spaceKey=ret&title=Mobile%20POS&linkCreation=true&fromPageId=243564556)(or alternative payment integration if required)
  - Users will connect to a POS device via Bluetooth to complete card payment
- Pay by link via [Stripe](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/399081496) (or similar)
  - This triggers an email to the customer to complete payment on their own device
  - The order will be assigned ‘awaiting payment’ status until payment is complete
  - Upon selecting the link in their email the customer will be taken to a unique payment portal page for their order where they can enter their card details and complete payment
  - If payment is successful the customer will receive an e-receipt and the order will be updated to ‘complete' in the RetailOS system
- [Save transaction](https://redantdigital.atlassian.net/wiki/spaces/RET/pages/406716433)
  - Can be used where payment integration is not available and users complete payment on a separate system

#### Step 5

Consultation completion will trigger an automatic email to the customer which will include all of the products and inspirations viewed during the appointment and highlight the purchased items.