Creating Appointments Directly in POS

You can directly schedule appointments and process payments through the POS system. This article will guide you through the process of adding appointments directly from the POS.

Things to know:

• The ability to create appointments directly in the POS is controlled by the "Creating Tickets" access permission.
• Appointments made through POS will be automatically assigned to the next available slot on the schedule
• Unpaid appointments shown on the new ticket screen for pet merchants will display the pet's name alongside the appointment
• 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

• 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 add an appointment directly from the POS:

1. Go to POS > New Ticket

2. Enter the client's name

3. Select the location from the drop down

4. Select "Services" > "+Add Service" located at the top right next to the ticket

5. Choose the desired staff

6. Select the service

7. Save

8. Select the "Take Payment" option 

9. From the "Take Payment" screen enter the payment method received from clients

10. Select the "Close Ticket" option at the bottom right of the screen

A closed ticket confirmation will be displayed at the top of the screen.

From the client's profile, the appointment will be displayed under the "Past Bookings & Product Purchases" section

For more information, contact us at support@mytime.com. 

Related Articles

• Checking Out Appointments in POS
• Checkout Services and Products in POS
• Checking Out Service Group Appointments in POS
• Checking Out Multi-Staff Appointments in POS
• Checking Out Pet Appointments in POS