Creating Appointments Directly in POS

You can directly schedule appointments and process payments through the POS system. This article will guide you through the process of adding appointments directly from the POS.

Things to know:

• Appointments made through POS will be automatically assigned to the next available slot on the schedule
• Unpaid appointments shown on the new ticket screen for pet merchants will display the pet's name alongside the appointment
• 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

To add an appointment directly from the POS:

1. Go to POS > New Ticket

2. Enter the client's name

3. Select the location from the drop down

4. Select "Services" > "+Add Service" located at the top right next to the ticket

5. Choose the desired staff

6. Select the service

7. Save

8. Select the "Take Payment" option 

9. From the "Take Payment" screen enter the payment method received from clients

10. Select the "Close Ticket" option at the bottom right of the screen

A closed ticket confirmation will be displayed at the top of the screen.

From the client's profile, the appointment will be displayed under the "Past Bookings & Product Purchases" section

For more information, contact us at support@mytime.com.