Checking Out Multiple Appointments on the Same Ticket in POS

Unpaid appointments can be combined into a single ticket in POS, whether for a single client with multiple appointments or multiple clients with unpaid appointments. This allows you to process payment for all appointments at once. This article will guide you through the steps to group appointments in POS.

Things to Know:

• You can group past and current unpaid appointments for a single client or multiple clients. However, future appointments cannot be grouped in POS.
• When grouping appointments for clients who have services eligible for package or membership credits on a single ticket, the credits of the ticket holder (the client listed at the top left of the ticket) can be applied to another client's appointment. For example, if Alexis is the ticket holder and has a membership, her credits can be applied to Jenny's appointment when both are added to the same ticket. This feature is controlled by the "Allow membership item credits and package items to be used by different clients on the same ticket" setting, which can be found in Business Setup > Settings. By default, this setting is enabled, but it can be disabled if needed.
  • If both clients have membership or package credits, only the credits of the ticket holder will be applied.
  • When this setting is disabled, the ticket holder's credits will only be applied to their own eligible services. 

Contents:

• Grouping Appointments For The Same Client on the Same Ticket
• Grouping Appointments For Multiple Clients On The Same Ticket
• Grouping Appointments For Multiple Clients On the Same Ticket (When One Has A Membership/Package)

Grouping Appointments For The Same Client on the Same Ticket

To combine multiple unpaid appointments for the same client into a single ticket, follow these steps:

1. Navigate to POS > New Ticket
2. Search for the client in the search field under the Services tab 
3. Select all unpaid appointments for the client  
4. Once all appointments have been added, proceed to payment and close the ticket
   

Grouping Appointments For Multiple Clients On The Same Ticket

You can combine multiple unpaid appointments for multiple clients into a single ticket by following these steps:

1. Go to POS > New Ticket
2. In the service tab, select all unpaid appointments for multiple clients
3. The first selected client’s name will appear in the Client section of the ticket. 
4. Select the unpaid appointment for any additional client(s) 
5. Once multiple clients have been added, a "This ticket contains appointments for other clients" message will appear 
6. Once all appointments have been added, proceed to payment and close the ticket
   
   

Grouping Appointments For Multiple Clients On the Same Ticket (When One Has A Membership/Package)

You can apply membership or package item credits to multiple clients on the same ticket by following these steps:

1. Go to POS > New Ticket
2. In the service tab, select all unpaid appointments for multiple clients
3. The first selected client’s name will appear in the Client section of the ticket. To apply membership or package credits across all appointments, the first client must have an active package or membership
4. If multiple clients are included on a ticket, the system will display, "This ticket contains appointments for other clients."  
5. If the first client has a membership or package with item credits, and the "Allow membership item credits/package items to be usable for different clients on the same ticket" setting is enabled, their credit will also apply to the second client's appointment

   

6. Once all appointments are added, proceed to close the ticket

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