Selling Packages for Client in POS on the Scheduler App

Modified on Mon, 20 Oct at 9:02 AM

Packages can be sold to clients directly through POS. This article provides a step-by-step guide on how to sell packages to clients in the POS on the scheduler app.

Things to Know:

The ability to sell packages in POS on the scheduler app is controlled by the Creating Tickets access permission.
To configure packages, learn more here
The packages purchased will be stored on the client's profile and be reflected in the 'Packages Balance' report. For details on the package balances report, learn more here
A commission does not need to be configured on a staff member’s profile for them to appear in the commission dropdown on the POS ticket. Service providers, location managers, support staff, and any custom roles can be selected to receive commissions for product, membership, package, or gift card sales in the POS. However:
If the Track Compensation checkbox is not selected on their profile, they will not appear in compensation reports.
If no commission rate is set on their profile, no commission amount will be calculated or displayed in the reports for that sale.
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 package) 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 a package to a client in POS:

Log into the app. For detailed instructions, learn more here
Once signed in, you will be directed to the schedule by default
Select the POS icon
Add a client to the ticket
Click the "+ Product" hyperlink
Tap on "Package"
Select the desired package
Tap "Add"
Tap "Pay"
Select your preferred payment method and close the ticket

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

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