Adding Packages for Clients

Packages can be added directly from a client’s profile. This article provides a step-by-step guide for adding packages from client profiles.

Things to Know: 

• Staff members can choose to either process the payment immediately or add the package to the client’s profile without completing the payment.
• The option to prevent adding packages to client profiles without taking payment is controlled by a hidden setting that can only be enabled by the MyTime team. To enable this setting, please contact our Support Team at support@mytime.com.
• Once the 'Package Purchased' transactional automated message template is activated, the client will receive a notification whenever a payment is processed for their package.

To add a package for clients on their profile:

1. Go to the Clients tab

2. Filter by the desired location and labels

3. You can enter the name, phone number or email of the client in the 'Search Client' field

4. Select the client's name to open their profile

5. On the client's profile, navigate to the 'Package Purchased' section

6. Select the 'Add Package' hyperlink or the '+' icon

7. In the 'Add New Package' modal, select the location from the purchase location dropdown menu

8. Select the desired package from the 'Package' dropdown

9. If the package is configured for individual family members, the 'Package Owner' option will appear. From the dropdown menu, select the owner, who can be either the client or a family member

10. If you don't want to process payment for the package, click the 'Save' button. Once saved, the package will be added to the client's profile

11. To process payment for the package, click the 'Take Payment' button

12. You will be directed to the POS > New Ticket screen. From the 'Sold By' dropdown menu, select the staff member who is selling the package

13. Select the 'Take Payment' button located at the bottom of the page

14. From the 'Take Payment' screen, enter the payment method provided by the client

15. Select the 'Close Ticket' button located at the bottom of the page

Once the ticket is closed, a confirmation will display at the top of the screen

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