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How do I view/edit my Customers' Passes?

Customer Passes can be viewed/edited from two places:

  1. Passes Section
  2. Customer File


PASSES SECTION

To view/edit existing Customer Passes, choose Manage > Passes > Customer Passes

A list of all of the Passes assigned to Customers within your account will be displayed


Expired Passes will appear at the bottom of the list with an Expired tag


Click the edit icon to view/edit 


CUSTOMER FILE

To view a Customers' passes, choose Customers > List

Click on the Customers’ name to open their file

Click on the list icon in the Passes section to view all paid and unpaid Passes assigned to this Customer




You can use the delete icon to delete the Customer Pass 

Click the edit icon to view/edit  


EDITING PASSES

Once you have clicked the edit icon  you are able to view/edit the following fields:


FieldDescription
InfoView remaining uses and expiry date
CreatedView date created
StatusView paid/unpaid status
CustomerView or change the Customer that the Pass belongs to (either by selecting from existing Customers, or creating a new Customer)
Uses RemainingEdit remaining uses
Expiry Date StringEdit expiry date
ReservationsView Reservations which have taken uses from this Pass


You can also:

  • View the History of this Pass
  • View the Sale in which this Pass was sold
  • Save your changes

To view / edit a Customers' pass(es), locate the Customer from the Customer List

Tap on the Customers' name and scroll down to BALANCES

Tap Passes


A list of Passes purchased by this Customer will be displayed, including any expired/used Passes


Tap directly on the relevant Pass to view Pass details

Make necessary edits and tap Save


To view / edit a Customers' pass(es), locate the Customer from the Customer List

Tap on the Customers' name 

Tap the CARDS / PASSES tab

A list of Passes purchased by this Customer will be displayed, including any expired/used Passes:


Tap directly on the relevant Pass to view the Pass details


From here you can tap on an open sale to edit it, or create a sale for the Pass by tapping directly on the Sale, see How do I sell a Pass? (Sale View)


To edit the Pass details, tap EDIT 


Make the necessary edits and tap SAVE

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