Checking Out Multiple Appointments on the Same Ticket in POS

Modified on Fri, 22 Aug at 3:48 PM

In POS, you can combine unpaid appointments into a single ticket—whether they belong to one client with multiple appointments or multiple clients with unpaid appointments. This lets you process payment for all appointments in one transaction.


Things to Know:


  • You can group past and current unpaid appointments for one or multiple clients.
  • For multi-day appointments, the appointment appears in the Services tab on the end date, not the start date. For example, if a pet’s appointment is booked from June 8–12, it will not appear in the Services tab until June 12 (if unpaid).
  • The ticket holder (the client displayed in the top left corner of the ticket) can apply their package or membership credits to another client’s appointment—if permitted. This is controlled by the "Allow membership item credits and package items to be used by different clients on the same ticket" setting.
  • This setting is enabled by default but can be disabled if needed.
  • If both clients have membership or package credits, only the ticket holder’s credits will be applied.
  • When the setting is disabled, the ticket holder’s credits can only be applied to their own eligible services.


Contents:


Grouping Appointments For The Same Client on the Same Ticket


To combine multiple unpaid appointments for the same client into a single ticket, follow these steps:


  1. Navigate to POS > New Ticket
  2. Search for the client in the search field under the Services tab 
  3. Select all unpaid appointments for the client  
  4. Once all appointments have been added, proceed to payment and close the ticket


Grouping Appointments For Multiple Clients On The Same Ticket


You can combine multiple unpaid appointments for multiple clients into a single ticket by following these steps:


  1. Go to POS > New Ticket
  2. In the service tab, select all unpaid appointments for multiple clients
  3. The first selected client’s name will appear in the Client section of the ticket. 
  4. Select the unpaid appointment for any additional client(s)  Ticket-Details-MyTime (14).png
  5. Once multiple clients have been added, a "This ticket contains appointments for other clients" message will appear 
  6. Once all appointments have been added, proceed to payment and close the ticket

Grouping Appointments For Multiple Clients On the Same Ticket (When One Has A Membership/Package)


You can apply membership or package item credits to multiple clients on the same ticket by following these steps:


  1. Go to POS > New Ticket
  2. In the service tab, select all unpaid appointments for multiple clients
  3. The first selected client’s name will appear in the Client section of the ticket. To apply membership or package credits across all appointments, the first client must have an active package or membership
  4. If multiple clients are included on a ticket, the system will display, "This ticket contains appointments for other clients."  
  5. If the first client has a membership or package with item credits, and the "Allow membership item credits/package items to be usable for different clients on the same ticket" setting is enabled, their credit will also apply to the second client's appointment

  6. Once all appointments are added, proceed to close the ticket


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


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