Sales: How do I sell a Pass? (Customer file view)

To sell a Pass to your Customer, you must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass from a Customer file, tap Customers

Locate your Customer by typing the name into the search engine, or scroll the Customer List

Tap on the Customers' name, followed by the CARDS / PASSES tab

Tap the + icon > Pass to add a New Pass

Select the relevant Pass from the drop-down menu in the Pass section. This field will be pre-filled with the first Pass in your Pass List

From here you can edit:

  • the price of the Pass
  • the number of Uses available on the Pass
  • the date the Pass expires

Make any edits and tap SAVE

The Pass will now show in the Passes section of the Customers' profile:

Tap directly on the Pass, then tap Create Sale

A Sale will appear, containing the new Pass in the Products section:

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?) then close the Sale

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