Selling Packages for Client in POS

Modified on Thu, 4 Jun at 9:11 AM

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:

The ability to sell packages in POS is controlled by the "Creating Ticket" access control setting.
To configure packages, learn more here.
Packages purchased will be stored on the client's profile and reflected in the Packages Balance report. Learn more here.
The locations displayed in the location dropdown when creating a new ticket in POS depend on the following access control settings:
Create Tickets for Their Location(s) and Block for All Locations:
If the staff member is assigned to one location, only that location will appear
If assigned to multiple locations, all associated locations will appear. The default will be the location they last filtered to, but they can select a different one if needed
Block/Create Ticket for Their Location(s) and Create Tickets for All Locations:
All locations will appear in the location filter
The default will be the location the staff member last filtered to
A commission rate does not need to be configured on a staff member's profile for them to appear in the commission dropdown on a POS ticket. Service providers, location managers, support staff, and custom roles can all be selected to receive commissions for package sales. However:
If the Track Compensation checkbox is not selected on their profile, they will not appear in compensation reports
If no commission rate is set, no commission amount will be calculated or displayed in reports for that sale
If a package is deleted from the Packages menu while still attached to an open ticket, staff will be unable to proceed to the payment page. An error stating "Package [Name] no longer exists" will appear at the bottom of the ticket screen. To resolve this, remove the deleted package from the open ticket and add a valid replacement item if needed before processing payment.
By default, payment buttons may lack visual prominence, making it difficult for staff to quickly identify the primary payment method. This can lead to selecting incorrect options or improper transaction processing. You can request a layout change that reorders the buttons and highlights the primary action in blue for better visibility.
- Default Display:
- No Card on File: [Key In Card] [Swipe Card]
- Card on File: [Visa ****1234] [Key In Card] [Swipe Card]
- Enhanced Display (High Visibility):
- No Card on File: [Swipe/Tap Card] (Highlighted) [Manual Entry]
- Card on File: [Visa ****1234] (Highlighted) [Swipe/Tap] [Manual Entry]
- Important: This is controlled by a hidden setting that must be enabled by the MyTime team. If you would like to switch to the high-visibility payment buttons, please contact us at support@mytime.com

To sell a package to a client in POS:

Navigate to POS > New Ticket
Select the desired location (if you have access to multiple locations)
Add a client to the ticket
Go to the Products tab and expand the Packages menu.
Select the desired package.
The package will be added to the ticket.
Take payment and close the ticket

Client Profile

Package Balances Report

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

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