SMS & Email Receipt

Modified on Tue, 27 May at 3:04 PM

MyTime gives you the option to send transactional receipts to clients through email or SMS. This paperless method helps reduce waste and cut down on printing costs. In this article, we’ll walk you through how to send receipts via both email and SMS.

Things to know:

To send receipts via email or SMS, the Transaction Receipts automated message template must be enabled in your account.
The ability to automatically send receipts by email is controlled by the “Enable auto send receipts by email” company setting.
Email and SMS receipts count toward your monthly text and email usage. Any overage charges can be reviewed in the Billing History section under My Account.
The receipt ID or number shown in the emailed or SMS receipt will match the ticket ID associated with the transaction in the POS.
You can choose to display a client’s remaining membership item credits on printed, emailed, and SMS receipts by enabling the “Show Client's Remaining Membership Item Credits on Receipts (Print, Email, and SMS)” hidden setting. To enable this setting, please contact your account manager or email our support team at support@mytime.com.
The membership credit balance shown on the receipt reflects the combined total of all active memberships on the client’s profile. This includes both their own memberships and any memberships linked to associated family members or pets

TABLE OF CONTENTS

Configuring Transaction Receipt Template
Sending Receipts Via Email and SMS
Elements of the Receipt

Configuring Transaction Receipt Template

Go to Marketing > Automated Messages
Under the Point of Sale section, locate and activate the “Transaction Receipts” template
You can customize the content of the template as needed
Click Save to apply your changes

Sending Receipts Via Email and SMS

Navigate to POS > New Ticket page
Create a ticket
Take Payment and close the ticket
On the Close Ticket screen, locate the Receipt link at the bottom
Click the downward arrow next to the link to view receipt delivery options
Select either Email Receipt or Text Receipt:
- Email Receipt: A pop-up will appear. If the client’s profile has an email address on file, it will auto-fill. If not, you can manually enter one.
- Text Receipt: A pop-up will appear. If the client’s profile has a mobile number, it will auto-fill. If not, you can manually enter one.
- Note: The system will not save the email address or phone number manually entered in this step to the client’s profile.
Next, select the Send button

Congratulations! You have successfully sent the receipt via email or text message.

If the “Enable auto send receipts by email” setting is turned on, an email receipt will automatically be sent to the client upon closing the ticket—as long as a valid email address is on file.

Text Message receipt received by the client

Once the client has received the receipt via text message, they can click on the link to view the detail.

Email receipt received by the client

Elements of the Receipt

The table below outlines the different sections of a receipt and the information displayed in each section.

Elements of the Receipt	Description
Date and Time	The date and time the ticket was closed
Appointment Details	Date and Time: When the appointment occurred. Staff: Name(s) of the staff member(s) who performed the service(s). Client: Name of the client Service(s): Name(s) of the service(s) rendered Price: Price of each service (In Membership) / (In Package): Displayed if the service is covered by a membership or package, along with the amount covered.
Product Details	Product Name: Name of the product Quantity: Number of items purchased Price: Cost per item Membership Details Membership Name: Name of the membership Price: Cost of the membership Start Date: Date the membership begins Package Details Package Name and Price: Name of the package and its total cost Gift Card Details Gift Card Number, Price, and Expiration Date. Note: The expiration date appears only if the Enable Gift Card Expiration setting is enabled.
Ticket Summary	Ticket Subtotal: Total of all items before taxes Total: Final amount charged to the client, including taxes and discounts.
Payment Details	Payment Method: Method used for payment (e.g., credit card, cash). Points Earned Today: Loyalty points earned from the transaction (visible only for accounts with a loyalty subscription) Available Points: Client’s total available loyalty points.
Receipt Information	Receipt Number: Unique identifier for the transaction (ticket number). Receipt Barcode: Barcode associated with the transaction.
Book Now Button	A clickable button that allows clients to easily schedule their next appointment.

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