Selling Memberships for Clients in POS on the Scheduler App

Things to know:

• A membership subscription is required to sell memberships. For franchise businesses, please contact your account manager or support@mytime.com for assistance.
• The ability to sell memberships in POS on the scheduler app is controlled by the Creating Tickets access permission.
• If a client has multiple memberships, all charges scheduled for the same day will be combined into a single ticket.
• The “Require credit card on file to purchase membership” setting controls whether a card must be saved on file to complete a membership purchase, regardless of the payment method. By default, this setting is enabled but can be turned off.
• When a client purchases a membership with a credit card, the “Save card on file” checkbox is always selected and cannot be unchecked. This ensures the client’s card is securely stored for recurring billing, regardless of the setting above.
• Staff do not need a configured commission on their profile to appear in the commission dropdown. Staff with roles such as service providers, location managers, support staff, or custom roles can all be selected. However:
• If Track Compensation is not selected on their profile, they will not appear in compensation reports.
• If no commission rate is set, no commission amount will be calculated or displayed in reports.
• In the 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 add a membership) 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 memberships to clients via the POS:

1. Log into the app. For detailed instructions, learn more here
   
2. Once signed in, you will be directed to the schedule by default
   
3. Select the POS icon
   
4. Add a client to the ticket
   
5. Click the "+ Product" hyperlink
   
6. Tap on "Membership"
   
7. Select the desired membership
   
8. Tap "Add"
   
9. Tap "Pay"
   
10. Select your preferred payment method and close the ticket

For more information, please contact our support team at support@mytime.com.