New Ticket Screen Overview

Modified on Tue, 20 May at 6:33 AM

The New Ticket screen makes ticket creation and management easier by allowing users to quickly add services, products, promotions, and client details. This article will walk you through the key features of the screen.


Things to Know:

  • Only unpaid appointments are displayed under the Services tab
  • For pet businesses, the pet's name is displayed next to the appointment to help easily identify which pet the appointment is for.
  • For multi-day appointments, the appointment will appear under the Service tab in the Appointments section on the end date. For example, if Max’s dog boarding is scheduled from February 3 to 7, the appointment will be shown on February 7.
  • If an appointment is linked to a saved ticket, it will appear under the service tab in the appointments section, labeled as "Open." 
  • Appointments with multiple clients will display only the main client's name under the service tab in the appointments section. 
  • Both global and local products, packages, and memberships will be listed on the products tab


FeaturesDescription
Open DrawerClick Open Drawer to open the cash drawer. Learn more here
Client

Search for and select a client by entering their name, email, or phone number to add them to the ticket

LocationSelect the location where the transaction will be processed
DiscountSelect a discount from the list of predefined promotions, or apply a custom discount as a percentage or dollar amount. Learn more here
Tax Exempt

Check this box to mark the client as tax-exempt and enter their tax exemption number. Learn more here

Services
  • +Add Service: Allows you to create an appointment for a client, pet, or family member directly from the POS. The appointment will appear on the schedule at the current date and time
  • Search Appointments: Locate unpaid appointments by searching for the client, pet, or family member’s name. Only unpaid appointments for the current date or earlier will be shown.
Classes
  • Choose a class from the list to add it to the ticket.

Products
  • Gift Card: Open the Gift Card modal to add gift card details to the ticket. Learn more here
  • Package: Add a package from the available list. Learn more here
  • Membership: Add a membership from the available list. Learn more here
  • Misc Charge: Add miscellaneous charges to the ticket.
  • Products: Select products from the list to include them in the ticket. Learn more here


For more information, contact support@mytime.com

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