Selling Memberships for Clients in POS

Things to know:

• The ability to sell memberships in POS is controlled by the "Creating Ticket" access control setting.
• A membership subscription is required to sell memberships. For franchise businesses, please contact your account manager or support@mytime.com for assistance.
• If a client has multiple memberships, all charges scheduled for the same day will be combined into a single ticket.
• The “Require Payment Method On File To Purchase Membership” setting determines whether a saved payment method (such as a credit card or bank account) is required when purchasing a membership. By default, this setting is enabled but it can be disabled if a saved payment method is not required.
• When a client purchases a membership with a credit card, the “Save card on file” checkbox is always selected and cannot be unchecked. This ensures the client’s card is securely stored for recurring billing, regardless of the setting above.
• The locations displayed in the location dropdown when creating a new ticket in POS depend on the following access control settings:
  
• Create Tickets for Their Location(s) and Block for All Locations:
  
• If the staff member is assigned to one location, only that location will appear
• If assigned to multiple locations, all associated locations will appear. The default will be the location they last filtered to, but they can select a different one if needed
  
• Block/Create Ticket for Their Location(s) and Create Tickets for All Locations:
• All locations will appear in the location filter
• The default will be the location the staff member last filtered to
• A commission rate does not need to be configured on a staff member's profile for them to appear in the commission dropdown on a POS ticket. Service providers, location managers, support staff, and custom roles can all be selected to receive commissions for membership sales. However:
• If the Track Compensation checkbox is not selected on their profile, they will not appear in compensation reports
• If no commission rate is set, no commission amount will be calculated or displayed in reports for that sale
• By default, payment buttons may lack visual prominence, making it difficult for staff to quickly identify the primary payment method. This can lead to selecting incorrect options or improper transaction processing. You can request a layout change that reorders the buttons and highlights the primary action in blue for better visibility.
• Default Display:
• No Card on File: [Key In Card] [Swipe Card]
• Card on File: [Visa ****1234] [Key In Card] [Swipe Card]
• Enhanced Display (High Visibility):
• No Card on File: [Swipe/Tap Card] (Highlighted) [Manual Entry]
• Card on File: [Visa ****1234] (Highlighted) [Swipe/Tap] [Manual Entry]
• Important: This is controlled by a hidden setting that must be enabled by the MyTime team. If you would like to switch to the high-visibility payment buttons, please contact us at support@mytime.com