Packages can be sold for individual family members directly through the POS. This article provides a step-by-step guide on how to sell packages for individual family members via the POS.
Things to Know:
- The ability to sell packages in POS is controlled by the "Creating Ticket" access control setting.
- Family Member Package Configuration
- Individual Family Member: The package can only be redeemed by the specific family members selected at the time of purchase. If a client profile contains only one family member, that family member will automatically be selected by default for Individual Family Member packages.
- All Family Members: The package can be redeemed by any family member on the client’s profile.
- Packages purchased will be stored on the client's profile and reflected in the Packages Balance report. Learn more here.
- The locations displayed in the location dropdown when creating a new ticket in POS depend on the following access control settings:
- Create Tickets for Their Location(s) and Block for All Locations:
- If the staff member is assigned to one location, only that location will appear
- If assigned to multiple locations, all associated locations will appear. The default will be the location they last filtered to, but they can select a different one if needed
- Block/Create Ticket for Their Location(s) and Create Tickets for All Locations:
- All locations will appear in the location filter
- The default will be the location the staff member last filtered to
- A commission rate does not need to be configured on a staff member's profile for them to appear in the commission dropdown on a POS ticket. Service providers, location managers, support staff, and custom roles can all be selected to receive commissions for package sales. However:
- If the Track Compensation checkbox is not selected on their profile, they will not appear in compensation reports
- If no commission rate is set, no commission amount will be calculated or displayed in reports for that sale
- If a package is deleted from the Packages menu while still attached to an open ticket, staff will be unable to proceed to the payment page. An error stating "Package [Name] no longer exists" will appear at the bottom of the ticket screen. To resolve this, remove the deleted package from the open ticket and add a valid replacement item if needed before processing payment.
- By default, the system uses an alphanumeric code for ticket numbers (e.g., R0T4TX5P). However, you can configure your account to use chronological and sequential ticket numbers instead. With this setup, the system will display the suffix of the Tax Number (found under Business Info > Edit Location) along with receipt numbers in sequential order — for example, 062-00002. This feature is controlled by the hidden setting "Show Sequential Receipt Number on Tickets", which can only be enabled by the MyTime team. To activate this setting, please contact support@mytime.com.
- By default, payment buttons may lack visual prominence, making it difficult for staff to quickly identify the primary payment method. This can lead to selecting incorrect options or improper transaction processing. You can request a layout change that reorders the buttons and highlights the primary action in blue for better visibility.
- Default Display:
- No Card on File: [Key In Card] [Swipe Card]
- Card on File: [Visa ****1234] [Key In Card] [Swipe Card]
- Enhanced Display (High Visibility):
- No Card on File: [Swipe/Tap Card] (Highlighted) [Manual Entry]
- Card on File: [Visa ****1234] (Highlighted) [Swipe/Tap] [Manual Entry]
- Important: This is controlled by a hidden setting that must be enabled by the MyTime team. If you would like to switch to the high-visibility payment buttons, please contact us at support@mytime.com
To sell a package for individual family members in POS:
- Navigate to POS > New Ticket
- Add a client
- Expand the packages menu on the products tab
- Select the desired package
- When the package is added to the ticket if the account already has a family member, you can select an existing family member from the list or add a new one from the "Member" dropdown
- Take payment and close the ticket
For more information, please contact our support team at support@mytime.com.
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