Packages can be sold for individual family members directly through the POS. This article provides a step-by-step guide on how to sell packages for individual family members via the POS.
Things to Know:
- Family Member Package Configuration
- Individual Family Member: The package can only be redeemed by the specific family members selected at the time of purchase. If a client profile contains only one family member, that family member will automatically be selected by default for Individual Family Member packages.
- All Family Members: The package can be redeemed by any family member on the client’s profile.
- The packages purchased for individual family members will be stored on the client's profile and in the Packages Balance report
- 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.
- By default, payment buttons may lack visual prominence, making it difficult for staff to quickly identify the primary payment method. This can lead to selecting incorrect options or improper transaction processing. You can request a layout change that reorders the buttons and highlights the primary action in blue for better visibility.
- Default Display:
- No Card on File: [Key In Card] [Swipe Card]
- Card on File: [Visa ****1234] [Key In Card] [Swipe Card]
- Enhanced Display (High Visibility):
- No Card on File: [Swipe/Tap Card] (Highlighted) [Manual Entry]
- Card on File: [Visa ****1234] (Highlighted) [Swipe/Tap] [Manual Entry]
- Important: This is controlled by a hidden setting that must be enabled by the MyTime team. If you would like to switch to the high-visibility payment buttons, please contact us at support@mytime.com
To sell a package for individual family members in POS:
- Navigate to POS > New Ticket
- Add a client
- Expand the packages menu on the products tab
- Select the desired package
- When the package is added to the ticket if the account already has a family member, you can select an existing family member from the list or add a new one from the "Member" dropdown
- Take payment and close the ticket
For more information, please contact our support team at support@mytime.com.
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