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Purchase and Apply Package / Membership Benefits on the Same Ticket (V2)

MyTime enables businesses to sell packages and memberships that offer clients specific benefits applicable to services, classes, or products. When packages and memberships are sold through the POS, the associated benefits are instantly applied to services, classes, and products on the same ticket as the package or membership purchase. This article will explore a few examples of how this process works.

Things to Know:

  • The “In Package” or “In Membership” label will be displayed on each applicable item if a relevant package or membership is purchased on the same ticket
  • Membership discounts will automatically apply to each applicable item
  • Membership value credits will automatically apply on the payment screen
  • If the membership, package, or their usage is removed from the ticket, all items will revert to their regular pricing.
  • If the membership start date is in the future, credits will not be applied

Purchase and Apply Package on the Same Ticket

To purchase and apply package benefits on the same ticket:

1. Navigate to the Schedule
2. Filter by location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule. (You can also add the appointment directly from POS)

4. When the appointment modal opens, add the client, staff member and select the service

5. Save appointment

6. Reopen the appointment

7. Select the 'Create Ticket' button at the bottom of the modal

8. From the 'Products' tab to the right of the ticket, click the 'Package' dropdown and select the desired package
9. The package label will appear next to items included in the package

10. Proceed to take payment and close the ticket

11. Once the ticket is closed, a confirmation will be displayed at the top of the screen

The package balance will be adjusted to reflect the usage. This can be seen on the client profile and Package Balance report. 

Client Profile

Package Balances Report

Purchase and Apply Membership Benefits on the Same Ticket

To purchase and apply membership benefits on the same ticket:

1. Navigate to the Schedule
2. Filter by location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule. (You can also add the appointment directly from POS)

4. When the appointment modal opens, add the client, staff member and select the service

5. Save appointment

6. Reopen the appointment

7. Select the 'Create Ticket' button at the bottom of the modal

8. Frome the 'Products' tab to the right of the ticket, click the 'Membership' dropdown and select the desired membership
9. The membership label will appear next to items included in the membership

10. Proceed to take payment and close the ticket

11. Once the ticket is closed, a confirmation will be displayed at the top of the screen

The membership value and item credit balance will be adjusted to reflect the usage. This can be seen on the client profile and the Membership Item Credit and Membership Value Credit reports. 

Client Profile

Membership Item Credit Report

Membership Value Credit Report

 

For more information, contact support@mytime.com.

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