Checking Out Family Member Appointments in POS on the Scheduler App

Appointments for family members can be checked out directly from the POS on the scheduler app, ensuring a streamlined workflow. During checkout, you can review the services provided and process payment. This article explains how to check out family member appointments in the POS on the scheduler app.

Things to know:

• The ability to check out family members’ appointments directly in the POS on the scheduler app is controlled by the "Creating Tickets" access permission.

• You can check out an appointment for a single family member or multiple family members on the same ticket, even if they belong to different clients.

• For multi-day appointments, the appointment appears in the Services tab on the end date, not the start date. Example: If a family member’s appointment is booked from June 8–12, it will appear in the Services tab on June 12 (if unpaid).
• If a service is covered by a membership or package, you’ll see an “In Membership” or “In Package” label next to it on the ticket.

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

• 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

Contents

• Checking Out Family Member Appointments in POS
• Checking Out Family Member Appointment From The Schedule in POS

Checking Out Family Member Appointments in POS

1. Log into the app. For details on how to, learn here
2. Once signed in you will be directed to the schedule by default
3. Select the POS icon
4. Add the client and choose the desired location (if applicable)  
5. Select the +Service hyperlink
6. Schedule an appointment for the family member
7. Tap Save
8. Tap pay
9. Select the desired payment method
10. Tap Finish

You will be redirected to the payment confirmation page.

Checking Out Family Member Appointment From The Schedule in POS 

1. Log into the app. For details on how to, learn more here
2. Once signed in you will be directed to the schedule by default
3. Locate the desired appointment
4. Tap the Checkout button
5. You will be redirected to POS
6. Tap Pay
7. Select the desired payment method
8. Tap Finish

You will be redirected to the Payment confirmation page

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

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