Creating Appointments Directly in POS on the Scheduler App

This article will guide you through the steps to schedule an appointment directly in POS.

Things to know:

• The ability to create appointments directly in the POS on the scheduler app is controlled by the "Creating Tickets" access permission.

• In the POS, you can filter to different locations by using the filter location at the top of the pack

• The locations shown in the location dropdown when creating a new ticket (to schedule an appointment) 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 schedule an appointment directly in POS using the scheduler app, follow these steps:

1. Log into the app. For detailed instructions, learn more here. 
2. After signing in, you will be directed to the schedule by default.
3. Select the POS icon
4. Tap the +Service hyperlink.
5. Select the desired client:
6. If the client exists in your Client Manager, tap the arrow to the left of the Client field to display your client list, then locate and tap the client's name to add them.
7. If the client is not in your Client Manager, add their information by tapping the + icon in the bottom right corner of the Client Manager screen.
8. Select a staff member.
9. The appointment time will be auto-filled based on the current time but can be edited to the desired time.
10. Add the service by tapping the arrow to the left of the Service row and selecting the preferred service.
11. Add additional appointments if needed.
12. Tap Save
13. The appointment and total will display on the ticket
14. If the client wants to leave a tip, add the tip amount
15. Tap Pay at the top of the screen
16. Select the desired payment method
17. Tap Finish at the top of the page
18. You will be redirected to the confirmation page to confirm payment
19. Tap Done

For more information contact us at support@mytime.com.

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