Changing Associated Family Member on Purchased Packages on Scheduler App

You can change the family member linked to an existing package at any time. This article walks you through how to update the package owner on the scheduler app.

Things to Know:

• The ability to change the associated family member on a purchased package is governed by the "Accessing Packages" access control setting. 
• Changing associated family members is only possible for packages where the "Valid For" setting is configured as "Individual Family Members."
  
• If a package was originally purchased for Family Member A, and a package item was redeemed for an appointment for Family Member A:
  
  • Changing the package owner to Pet B will not affect historical data.
    
  • Reports will still show that the package item was used.
    
  • The appointment for Pet A will continue to show the "In Package" label.

To change an associated family member assigned to a package:

1. Log in to the app. For detailed instructions, learn here

2. After signing in, you will be directed to the Schedule by default

3. Tap the Clients icon located at the bottom of the screen

4. Type the client’s name in the Search field, or select the client from the client list

5. Navigate to the 'Packages Purchased' section

6. Select the package for which you want to update the assigned family member

7. Tap the 'Package Owner' field

8. Select the desired family member

9. Confirm that the Package Owner field displays the updated family member

10. Tap 'Save' at the top right 

Once saved, the package will be updated on the client’s profile with the new family member assignment

For more information contact support@mytime.com.

Related Articles

Installing and Signing into MyTime on Scheduler App (Android and iOS)

Adding Family Member on Scheduler App

Deleting Family Members on Scheduler App

Selling Packages for Family Members in POS on Scheduler App