Table of contents

Searching for headings... (Only visible in Preview)

Whats New in Podium (Vol 10.)

Inventory Management

Lot Tracking 

Track inventory batches by lot number and expiration date. Include lot selection in charts and maintain a complete audit trail.

Back Bar Inventory

Easily designate inventory used as either billable or back bar items on an appointment and in a chart. Inventory is automatically deducted at checkout, ensuring accurate tracking without added steps.

Invoices & Checkout

Carry-Forward to Checkout

Billable inventory added to an appointment or during charting automatically carries over to the invoice, eliminating the need to enter unit counts twice.

Export Invoices

Get detailed exports of all your invoice data for accounting and reconciliation needs.

Three options are available:

  1. Invoices by line item breakdown

  2. Invoices by payment breakdown (shows all payments on an invoice)

  3. Invoice summary

Where to find in Podium: Payments > Invoices > Export

Booking & Scheduling

New Provider Scheduling Options 

Set staff schedules by week and by day. 

Watch this video to learn more.

Memberships, Packages & Client Wallet

Mix & Match Packages

Create bundled package offerings that combine services, products, and/or choose your own options. Add individual vouchers with expiration settings, or add grouped options where clients choose which benefit to redeem.

Voucher Expiration

Set expiration dates on vouchers for memberships, packages, and one-off voucher adds to a client wallet.