Packages can be sold to clients directly through POS. This article provides a step-by-step guide on how to sell packages to clients in the POS.
Things to Know:
- To configure packages, learn more here
- The packages purchased will be stored on the client's profile and be reflected in the 'Packages Balance' report. For details on the package balances report, learn more here
- 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.
- The locations shown in the location dropdown when creating a new ticket (to add a package) 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
To sell a package to a client in POS:
- Navigate to POS > New Ticket
- Add a client
- Expand the packages menu on the products tab
- Select the desired package
- The package will be added to the ticket
- Take payment and close the ticket
Client Profile
Package Balances Report
For more information, contact us at support@mytime.com or (385) 233-6964.
Related Articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article