In this article, we will walk you through the steps of how to check out appointments and classes on the scheduler app.
- Log into the app. For details on how to, learn here
- Once signed in you will be directed to the schedule by default
- Locate the appointment or class/event you wish to check out and select to open
- For appointments, when the modal opens there will be an action button called "Checkout" below the client's details, click that button
- For classes, when the modal opens:
- Click the 'View Attendee' button
- On the 'Attendees' page, select the (>) to proceed
- Click the 'Checkout' button
- You will be directed to the "New Ticket" POS screen, from here you will see the appointment/class details auto-filled with the price but you can also do the following:
- +Tip - Add tips. This option is only available on appointments
- + Appointment - Add appointments from unpaid tickets with appointments
- +Service - Add services
- +Attendee - Add attendees from unpaid classes/events
- + Product - Add products
- Add Note - Add notes to the ticket
- Print Receipt - Print the receipt
- Clear / Save - Click the clear button to clear the ticket or the save button to save the ticket
- Proceed by selecting "Pay" at the top right-hand corner of the screen to proceed to the register
- On the register page, take payment by choosing the client's preferred method of payment from the payment options listed
- Once done, click 'Finish' at the top right-hand corner of the screen to close the ticket or 'Save' at the bottom of the screen to save the ticket
- The closed ticket will then be visible with the ticket number and the method of payment used
For more information contact us at support@mytime.com.