Selling Packages for Client in POS

Modified on Mon, 19 Jan at 9:22 AM

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

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 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.

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