How can I change a client name on an open ticket?
To update the Client Name associated with an open ticket:
- From the ticket in Checkout, click the X to the right of the Client Name
- Search for a client by name, phone or email and select the client -or- select NO CLIENT
The ticket will now be associated with the selected client.
IMPORTANT: Tickets using Reward Points, Packages, Deposits, Prepayments, Received on Account, etc cannot edit the Client Name. Please remove those line items from the ticket prior to editing the client name.
Related Articles
Void, Edit and Refund Tickets
Summary Mistakes happen and they need to be adjusted from time to time. Correcting a ticket properly is very important for payroll, reporting and securities sake that there is a traceable log. Keep in mind that voids, refunds and changes can effect ...How can I add a Client Name to a Completed No Client Ticket?
If a ticket was completed with No Client selected, follow these simple steps to associate a client to the ticket: Go to the Completed Ticket On the top part of the receipt, there will be a magnifying glass icon next to "NO CLIENT" Click on the ...Reopen & Edit Ticket - Best Practices
Reopen Ticket Capabilities coming late 2023 / early 2024 Important: the Reopen Ticket permission enabled is required to reopen tickets, upon release this permission is disabled by default. How do I reopen and edit a ticket? From the completed ticket, ...How do I change the Ticket Date?
Important: The permission for Edit Ticket Details must be enabled to change the ticket date. To edit the date assigned to the ticket, follow these simple steps: Go to the completed ticket page Click Edit Ticket Details Click on the Date Field Select ...How do I update a client card?
Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...