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

A Pass can be sold to a Customer in 2 ways:

You must first have created the Pass Type, see How do I create a Pass Type?

To sell a Pass from the Customer file, choose Manage > Customer > List 

Click on the Customer's name to open their file

Click on the list icon on the Passes section

Click +Add Pass to add a new Pass to this Customer

Select a Pass from the list of existing Pass Types

Click Save

Create a Sale by clicking the Shopping Trolley Icon 

Here you can:

  1. Add any other Product, Pass, Gift Card, or Customer Credit to the Sale
  2. Apply a Discount
  3. Add a Payment

You can also choose to:

  • Email the Sale to the Customer using the Send Email Checkbox
  • Print the Sale using the Print checkbox

Click Pay to add Payment to the Sale 

When you have completed the Sale, choose Close Sale 

Ready to take the next step in scaling your business?

Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.


Still have questions? Chat to one of our friendly Customer Success experts.

They’re available around the clock and will answer any questions you have. Click here to chat.

... ...

Ready to bring your business online with Ovatu?

Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.

or call (628) 500-7735