You are viewing the documentation for an old version of Ovatu (Classic)
Switch to new docs
Ovatu

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

how-do-i-viewedit-my-customers-passes

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

how-do-i-viewedit-my-customers-passes

Click the editicon to view/edit how-do-i-viewedit-my-customers-passes

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

how-do-i-viewedit-my-customers-passes

how-do-i-viewedit-my-customers-passes

You can use the delete icon to delete the Customer Pass how-do-i-viewedit-my-customers-passes

Click the editicon to view/edit how-do-i-viewedit-my-customers-passes 

EDITING PASSES

Once you have clicked the edit icon how-do-i-viewedit-my-customers-passes you are able to view/edit the following fields:

how-do-i-viewedit-my-customers-passes

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

how-do-i-viewedit-my-customers-passes

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

how-do-i-viewedit-my-customers-passes

Tap directly on the relevant Pass to view Pass details

Make necessary edits and tap Save

how-do-i-viewedit-my-customers-passes

To view / edit aCustomers' 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:

how-do-i-viewedit-my-customers-passes

Tap directly on the relevantPassto view the Pass details

how-do-i-viewedit-my-customers-passes

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

how-do-i-viewedit-my-customers-passes

Make the necessary edits and tap SAVE


Copyright © 2023