Selling Products, Gift Cards, Memberships and Packages on Scheduler App

In this article, we will walk through the steps on how to sell memberships, packages, gift cards, and products from the Scheduler app. 

Things to know:

• A product is eligible for sale to clients only if the "Sell to Clients (And Apply Taxes)" checkbox is selected in the edit product details interface in the inventory
  
• To sell memberships, you must have a membership subscription. For franchise businesses, please contact your account manager or support@mytime.com for assistance.
• Memberships purchased will be saved to the client's profile and will appear in the 'Membership Item Credits' and 'Membership Value Credits' reports.
• The packages purchased will be stored on the client's profile and be reflected in the 'Packages Balance' report. For details on the package balances report, learn more here
• Gift cards sold to clients without being assigned to a recipient will be visible on the purchaser's account, enabling you to edit the gift card later and assign it to a recipient. This functionality is governed by the setting "Display Unassigned Gift Cards On The Purchaser's Profile," which can be found under Business Setup > Settings. For instance, if you sell a gift card to John through POS without adding a recipient, the gift card will be accessible on John's profile, and you can subsequently edit it to add a recipient.
• The gift card's purchase and balance will be visible in the Gift Card reports.

To sell products, gift cards, memberships, and packages on the Scheduler app, simply:

1. Log into the app. For details on how to, learn here
2. You will be on the Schedule. On the navigation menu, tap the POS icon       
3. From POS, add a client then tap '+Product' to open the Add Products modal. Here you will get the option to add products, gift cards, memberships, and packages to the ticket.                                                                                                                                                                                                                                                                                                                                           
   • Gift Card - When tapped, you will be directed to the gift card screen to enter the amount, the recipient, and the ability to change the expiration date (if configured to have expiration dates for your gift cards): 
   • Package -  When tapped, you will be directed to the package screen to choose from the business' packages                                                                                                                                                                            
   • Membership - When tapped, you will be directed to the membership screen to choose from the business' memberships 
   • Miscellaneous Charge - When tapped, you will be directed to the misc charge screen to add any miscellaneous charges 
   • Products - The products in your inventory will be displayed below the other items above
4. After making your selection of products, membership, packages, and/or gift cards, they will be added to a ticket                                                                                                         
5. Tap "Pay" at the top right-hand corner to proceed to checkout                               

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