Purchase and Apply Package / Membership Benefits on the Same Ticket on the Scheduler App

Modified on Thu, 16 Oct at 9:38 AM

MyTime enables businesses to sell packages and memberships that offer clients specific benefits applicable to services, classes, or products. When packages and memberships are sold through the POS, the associated benefits are instantly applied to services, classes, and products on the same ticket as the package or membership purchase. This article will explore a few examples of how this process works.

Things to Know:

The ability to purchase and apply package or membership benefits on the same ticket in the scheduler app is controlled by the "Creating Tickets" access control setting.
The “In Package” or “In Membership” label will be displayed on each applicable item if a relevant package or membership is purchased on the same ticket
Membership discounts will automatically apply to each applicable item
Membership value credits will automatically apply on the payment screen
If the membership, package, or their usage is removed from the ticket, all items will revert to their regular pricing.
If the membership start date is in the future, credts will not be applied

Contents

Purchase and Apply Package on the Same Ticket

To purchase and apply package benefits on the same ticket:

Log into the app. For detailed instructions, learn more here
Once signed in, you will be directed to the schedule by default
Select a timeslot or select the + icon
When the appointment modal opens, schedule an appointment for the desired client
Save the appointment
Reopen the appointment
Select the Checkout button
You will redirected to POS
Select the +Product hyperlink
Select Package
Select the desired package
The package label will appear under the appointment details
Proceed to take payment and close the ticket

The package balance will be adjusted to reflect the usage. This can be seen on the client profile and Package Balance report.

Purchase and Apply Membership Benefits on the Same Ticket

To purchase and apply membership benefits on the same ticket:

Log into the app. For detailed instructions, learn more here
Once signed in, you will be directed to the schedule by default
Select a timeslot or select the + icon
When the appointment modal opens, schedule an appointment for the desired client
Save the appointment
Reopen the appointment
Select the Checkout button
You will redirected to POS
Select the +Product hyperlink
Select Membership
Select the desired membership
The membership label will appear under the appointment details
Proceed to take payment and close the ticket

The membership value and item credit balance will be adjusted to reflect the usage. This can be seen on the client profile and the Membership Item Credit and Membership Value Credit reports.

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