New Ticket Screen Overview

Modified on Fri, 18 Apr at 1:26 PM

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 will be shown alongside the appointment.
For multi-day appointments, the appointment will appear under the service tab in the appointments section on the end date or any following dates. For example, if a dog boarding service is scheduled for Max from February 3 to 7, the appointment will be displayed on February 7 or a later date.
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 primary 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

Features	Description
Open Drawer	Click Open Drawer to open the cash drawer. Learn more here
Client	Search and select a client by entering their name, email, or phone number to add them to the ticket.
Location	Select the location where the transaction will take place
Discount	Choose a discount from a list of predefined promotions or apply a custom discount (either a percentage or dollar amount). Learn more here
Tax Exempt	Check this box to exempt the client from taxes and enter their tax exemption number. Learn more here
Services	+Add Service: Opens the appointment modal, where you can select a service and enter appointment details. Search Appointments: Find appointments by client name that are ready for checkout. Unpaid Appointments: View a list of appointments that have not been paid.
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: elect products from the list to include them in the ticket. Learn more here

For more information, contact support@mytime.com.