Selling Packages for Client in POS

Modified on Thu, 8 May at 1:16 PM

Packages can be sold to clients directly through POS. This article provides a step-by-step guide on how to sell packages to clients in the POS.


Things to Know:

  • To configure packages, learn more here
  • 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
  • The locations shown in the location dropdown when creating a new ticket (to add a package) 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


To sell a package to a client in POS:

  1. Navigate to POS > New Ticket
  2. Add a client
  3. Expand the packages menu on the products tab 
  4. Select the desired package              
  5. The package will be added to the ticket 
  6. Take payment and close the ticket


Client Profile


Package Balances Report

 

For more information, contact us at support@mytime.com or (385) 233-6964.    


Related Articles:

Selling Packages for Pets in POS

Selling Packages for Family Members in POS

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