What Sale Requirements do
Some items shouldn't be sold anonymously — a membership needs to land on a member's account, an ID-bound pass needs a photo, a PT session only makes sense for someone who already holds a gym membership. The Sale Requirements section on every product's create and edit page tells the POS what to demand before that item can be sold.
Require customer details
Turn this on and the POS blocks checkout until the cashier attaches a customer to the sale. Use it for warranty-tracked items, ID-bound passes, or anything you need a purchase record tied to a person.
Memberships always require a customer — when the product is a membership the switch is on and locked automatically, since the subscription must attach to a customer account.
Require customer photo
Turn this on and the POS captures a photo of the customer at the point of sale — typically the member-ID shot for gym or club memberships. The photo is stored on the customer's record. A photo the customer uploaded themselves in the app does not satisfy this; the store must capture it. Requiring a photo implies requiring a customer, so the cashier will be asked to attach one first.
This works on any product type, and it sees through bundles — if a bundled component requires a photo, selling the bundle requires it too.
Prerequisites: require other products first
Every product and service can list Requires other products first — things the customer must already have before this item sells. Classic examples: PT sessions require an active gym membership; a refill requires the starter kit; an advanced class requires the intro course. Each listed product is satisfied its own way:
- A membership (marked with a membership badge in the picker) — the customer must hold an active subscription to it. An expired or cancelled one doesn't count.
- Any other product or service — the customer must have bought it before (a completed, non-refunded sale on their account).
- Same sale counts — putting the required item in the same cart as the gated item qualifies, so a new customer can buy both together.
When you list several products, choose how they combine:
- Any one of the selected — having any listed item qualifies (e.g. Monthly OR Annual membership).
- All of the selected — the customer must have every listed item (e.g. Membership AND Locker rental).
How it's enforced
Because the rule is checked against a customer's account, the sale needs a customer attached. On up-to-date POS devices the register shows the requirement when the checkout opens and blocks payment while it isn't met — the cashier resolves it by removing the item, attaching the right customer, or adding the required item to the same sale. If the device is offline the register can't verify the rule and the sale is allowed through.
Membership prerequisites have a second, offline-proof gate: member check-in. A membership sold without its prerequisite stays unusable at check-in until the customer holds the required subscription. Changing a product's rule affects future sales and renewals — already-sold subscriptions keep the rule from when they were purchased (an admin can adjust a single subscription's rule from the Subscriptions page).
Seeing requirements at a glance
The Products list has a Requirements column showing each item's rules as badges: Customer, Customer photo, and Requires … for prerequisites (hover to see the full list and whether it's any/all).
Related settings elsewhere
- Store-wide: Settings → POS Settings → Require Customer makes every checkout require a customer, regardless of product.
- Per order type: Settings → Dining Options → Require customer info on a specific fulfillment type (e.g. Delivery orders always need a customer).