How do I create a Pass Type?
To create a Pass Type, choose Manage > Passes > List
Click +Add Pass
First, complete the following fields in the Pass Tab to customise the Pass settings:
| Field | Description |
| Name | Enter the name of the Pass |
| Information | Enter a description of this Pass. This will appear when purchasing this Pass online |
| Price | Enter the price of the Pass |
| Expires | Select this checkbox to include an expiry time for the Pass, then complete the field below |
| Expiry Days | Enter the amount of days the Pass is valid for ie 1 month = 30 days |
| Expiry Mode | Bookings must be made within validity period - The appointment needs to be created before the pass expires, but it can be set for a date after the expiry date Date of appointment must be within validity period - The booking must be set for a date before the pass expires |
| Limited Use | Select this checkbox include a limit on the number of uses for this Pass, then complete the field below |
| Number of Uses | Enter how many uses this pass provides |
| Expired Notification Enabled | Select this checkbox to enable a notification to be sent to the Customer once the pass approaches expiry |
| Uses Remaining Reminder | Enter the reminder trigger number of uses remaining on the Pass. When this number of uses is reached the expiry notification will be sent |
| Days Remaining Reminder | Enter the reminder trigger number of days remaining of the Pass. When this number of days remaining is reached, the expiry notification will be sent |
| Allow Internet | Select this checkbox to allow this Pass to be purchase online |
| Allow Gifting | Select this checkbox to make this Pass giftable. This shows the Pass in the Gift Cards page on your mini-site and Gift Cards Widget on your website |
| Loyalty Enabled | Select this checkbox to apply Loyalty Points to the purchase of this Pass |
| Preselect at Confirmation Default | This checkbox sets the default pass use behavior, either the use is taken when the Reservation is created, or when the Customer checks in Select this checkbox to take pass usage upon Reservation Deselect this checkbox to take pass usage upon Check-in |
| Cancel Reservation Behaviour | Select what you would like to happen, when a Reservation which has taken a use from the pass is cancelled: Return Pass Usage - The usage is returned to the pass Leave Pass Usage - The usage is not returned to the pass |
| Delete Reservation Behaviour | Select what you would like to happen, when a Reservation which has taken a use from the pass is deleted: Return Pass Usage - The usage is returned to the pass Leave Pass Usage - The usage is not returned to the pass |
| Online Limit Per Customer | Enter how many of this pass one Customer is able to purchase online |
Click Save
Next, use the Services Tab to set which Services this Pass is able to be used for:
| Field | Description |
| Enabled on/off | Use this checkbox to select if this Pass is valid for this Service |
| Price (for reports) | Set the cost of each Service as shown in the Reports when paid for using this Pass |
| Uses per Service | Here you can select how many Pass uses each Service takes from the Pass For example, a 30 minute Yoga class might take 1 Pass use, but a 60 minute Yoga class might take 2 Pass uses |
Click Save
Use the Taxes Tab to set any taxes you wish to charge on this Pass:
For your Taxes to appear here, they must first be created, see How do I add a new Tax?
Select which Taxes apply to this Pass, and click Save
Use the Image tab to set a specific image for this Pass
This image will override the generic Pass image added on the Online Booking > Tabs page in the Passes section
Below are some example Pass settings:
