In MyTime, you can sell memberships directly to clients through the POS. This article will guide you through the step-by-step process of selling memberships directly from the POS.
Things to know:
- To sell memberships, you must have a membership subscription. For franchise businesses, please contact your account manager or support@mytime.com for assistance.
- All membership charges for clients with multiple memberships will be combined into a single ticket if scheduled for the same day.
- When purchasing memberships through POS, you can decide whether or not a credit card must be saved on file to complete the membership purchase. This is managed by the "Require credit card on file to purchase membership" setting. By default, this setting is enabled but can be turned off. Disabling it will allow you to sell memberships in-store without requiring a credit card on file.
- The locations shown in the location dropdown when creating a new ticket (to add a membership) 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
Selling Memberships via POS
To sell memberships to clients via the POS:
1. Go to POS > New Ticket
2. Select the desired location from the location filter
3. Enter the client's name, email, phone number or select the "Add a Client" icon
4. Select Products > Membership located at the top right next to the ticket
5. From the membership drop-down, select the desired membership to be added to the ticket
6. To assign a commission to the staff member who sold the membership, select the desired staff member from the "Sold By" drop-down menu
7. Choose the desired start date by selecting it from the calendar option located under "Starting Date"
8. Select the "Take Payment" option at the bottom of the screen
9. From the "Take Payment" screen enter the received payment method - Ensure a card is on file
10. Close the ticket
Once the ticket is closed, a confirmation message will appear at the top of the screen.
From the client's profile, the membership will be displayed under the "Memberships" section
For more information, contact us at support@mytime.com.