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:
- Navigate to POS > New Ticket
- Add a client
- Expand the packages menu on the products tab
- 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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