Checking Out Multiple Appointments on the Same Ticket in POS on the Scheduler App

Modified on Fri, 10 Oct at 2:48 PM

You can combine unpaid appointments into a single ticket—whether they belong to one client with multiple appointments or multiple clients with unpaid appointments. This lets you process payment for all appointments in one transaction.


Things to Know:

  • The ability to check out multiple appointments on the same ticket in the POS is governed by the "Creating Tickets" access control permission.
  • You can group past and current unpaid appointments for one or multiple clients.
  • For multi-day appointments, the appointment appears in the Services tab on the end date, not the start date. For example, if a pet’s appointment is booked from June 8–12, it will not appear in the Services tab until June 12 (if unpaid).
  • The ticket holder (the client displayed in the top left corner of the ticket) can apply their package or membership credits to another client’s appointment—if permitted. This is controlled by the "Allow membership item credits and package items to be used by different clients on the same ticket" setting.
  • If both clients have membership or package credits, only the ticket holder’s credits will be applied.
  • When the setting is disabled, the ticket holder’s credits can only be applied to their own eligible services.



Contents


Grouping Appointments for the Same Client on the Same Ticket

  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. Select the +Appointment hyperlink.
  5. Locate the desired client
  6. Select an appointment booked by the client, then select the +Appointment hyperlink to add another appointment for the client to the ticket.
  7. Once all appointments have been added, proceed to payment and close the ticket.


Grouping Appointments for Multiple Clients on the Same Ticket


  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. Select the +Appointment hyperlink.
  5. Select an unpaid appointment.
  6. The first selected client’s name will appear in the Client section of the ticket.
  7. Select the +Appointment hyperlink to add more unpaid appointments to the ticket.
  8. Once all appointments have been added, proceed to payment and close the ticket.


Grouping Appointments for Multiple Clients on the Same Ticket (When One Has a Membership/Package)


  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. Select the +Appointment hyperlink.
  5. Select an unpaid appointment.
  6. If the first client has a membership or package with item credits, and the setting "Allow membership item credits/package items to be usable for different clients on the same ticket" is enabled, their credit will also apply to the second client's appointment.
  7. Select the +Appointment hyperlink to add the next client.
  8. Once all appointments are added, collect payment for any outstanding fees and close the ticket.


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



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