We provide the option to send transactional receipts for tickets either through email or SMS. This method helps cut down paper costs and reduce waste. In this article, we'll explore how to send receipts via both email and text messages.
Things to know:
- In order to be able to send receipts via email or text message, the Transaction Receipts template will have to be enabled in Automated Messages
- The ability to automatically send receipts by email is controlled by the 'Enable auto send receipts by email' company setting
- Email and text receipts will count towards your text message and email usage. You can always see your transaction receipts and Email/SMS overage fees from the Billing History section of My Account.
Configuring Transaction Receipt Template
- Go to Marketing > Automated Messages
- From there, activate the “Transaction Receipts” template under Point of Sale. You can edit the template as you'd like
- Save
Sending Receipts Via Email and SMS
- Navigate to POS > New Ticket page
- Create a ticket > In this example, we added an appointment for Richard Castle, a product, gift card, package, and membership with a discount
- Take Payment and close the ticket
- At the bottom of the close ticket screen, you will see a Receipt link. Clicking on the downward arrow next to the link will display the various options for transactional receipts
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Select the Email Receipt or Text Receipt option
- If the Email Receipt option is selected, a pop-up will appear. If the client already has an email address on their profile it will auto-populate in the field. If no email address was on file for the client, you can enter it
- If the Text Receipt option is selected, a pop-up will appear. If the client already has a mobile number on their profile it will auto-populate in the field. If no mobile number was on file for the client, you can enter it
- Please note, that the system will not save the phone number or email address entered here to the client's profile
- Next, select the Send button
Congratulations! You have successfully sent your email or text message receipt.
Text Message receipt received by the client
Once the client has received the receipt via text message, they can click on the link to view the detail
Email receipt received by the client
For more information contact us at support@mytime.com or (385) 233-6964.
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