Checking Out Pet Appointments in POS

Appointments for pets can be seamlessly checked out directly from the POS, enabling a streamlined workflow. During this process, services rendered during the appointment can be reviewed and payments can be processed. This article will walk through the process of checking out appointments for pets in POS.

Things to Know:

• The ability to create tickets is controlled by the "Creating Tickets" access control setting.
• If a pet appointment does not have an associated ticket, a "Create Ticket" button will appear in the appointment modal.
• If an appointment does have an open ticket, the modal will display an "Open Ticket" button instead.
• If a service is covered by a membership or package, you’ll see an “In Membership” or “In Package” label next to it on the ticket.
• The “Key In Card” option on the Take Payment screen can be hidden via a hidden setting. To enable this, please contact the MyTime Support team at support@mytime.com 
• The locations shown in the location dropdown when creating a new ticket (to schedule an appointment) in POS are dependent on the following:
• Create Tickets for Their Location(s) and Block for All Locations access control enabled
• If the staff member is assigned to only one location, only that location will appear
• If the staff member is assigned to multiple locations:
• All associated locations will be displayed in the location filter
• The default location will be the one they last filtered to
• They can choose a different location if needed
• Block/Create Ticket for Their Location(s) and Create Ticket for All Locations in POS access control enabled
• All locations will be displayed in the location filter
• The default location will be the one the staff member last filtered to

Contents:

• Checking Out Pet Appointments From POS
• Checking Out Pet Appointment From The Schedule in POS

Checking Out Pet Appointments From POS

1. Navigate to POS > New Ticket
2. Add the client and choose the desired location (if applicable) 
3. Click the "Services" tab to the right side of the ticket 
4. Select "+Add Service" 
5. In the "Add Service to Ticket" modal, enter the appointment details 
6. Click 'Save'
7. If the appointment was already booked, use the search bar to find it by the pet’s or client’s name 
8. Once saved, the appointment will be added to the ticket
   
9. Click "Take Payment" 
   
10. Enter the client's payment method and select 'Close Ticket' 

A confirmation banner will appear at the top of the screen once the ticket is successfully closed.

Checking Out Pet Appointment From The Schedule in POS

1. In the Schedule, locate and select the appointment you want to check out
2. Click 'Create Ticket' at the bottom of the appointment modal
3. On the New Ticket screen, select the 'Take Payment' button at the bottom 
4. Enter the client's payment method and click 'Close Ticket' 

A confirmation banner will appear at the top of the screen once the ticket is successfully closed.

For more information, contact us at support@mytime.com or (385) 233-6964.