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Ovatu

How do I create a Pass Type?

To create a Pass Type, choose Manage > Passes > List

Click +Add Passhow-do-i-create-a-pass-type

First, complete the following fields in the Pass Tab to customise the Pass settings:

how-do-i-create-a-pass-typehow-do-i-create-a-pass-type

FieldDescription
NameEnter the name of the Pass
InformationEnter a description of this Pass. This will appear when purchasing this Pass online
PriceEnter the price of the Pass
ExpiresSelect this checkbox to include an expiry time for the Pass, then complete the field below
Expiry DaysEnter the amount of days the Pass is valid forie 1 month = 30 days
Expiry ModeBookings 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 dateDate of appointment must be within validity period - The booking must be set for a date before the pass expires
Limited UseSelect this checkbox include a limit on the number of uses for this Pass, then complete the field below
Number of UsesEnter how many uses this pass provides
Expired Notification EnabledSelect this checkbox to enable a notification to be sent to the Customer once the pass approaches expiry
Uses Remaining ReminderEnter 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 ReminderEnter 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 InternetSelect this checkbox to allow this Pass to be purchase online
Allow GiftingSelect 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 EnabledSelect this checkbox to apply Loyalty Points to the purchase of this Pass
Preselect at Confirmation DefaultThis checkbox sets the default pass use behavior, either the use is taken when the Reservation is created, or when the Customer checks inSelect this checkbox to take pass usage upon ReservationDeselect this checkbox to take pass usage upon Check-in
Cancel Reservation BehaviourSelect 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 passLeave Pass Usage -*The usage is not returned to the pass
Delete Reservation BehaviourSelect 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 CustomerEnter 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:

how-do-i-create-a-pass-type

FieldDescription
Enabled on/offUse 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 ServiceHere you can select how many Pass uses each Service takes from the PassFor 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:

how-do-i-create-a-pass-type 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

how-do-i-create-a-pass-type 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:

To create a Pass Type, tap Manage, then tap Passes

how-do-i-create-a-pass-type

Tap Edit then tap + Add Pass

Complete the following fields:

how-do-i-create-a-pass-type

FieldDescription
NameEnter the name of the Pass
InformationEnter a description of this Pass. This will appear when purchasing this Pass online
PriceEnter the price of the Pass
ExpiresSlide the enable button to the right to include an expiry time for the Pass, then complete the field below
 DaysEnter the amount of days the Pass is valid for
i.e. 1 month = 30 days
Limited UseSlide the enable button to the right to include a limit on the number of uses for this Pass, then complete the field belowThis will also enable an option to limit the Uses Per Service (which will display below, in the Services section)
UsesEnter how many uses this pass provides
Pre-select at ConfirmSlide the enable button to the right to set the default pass use behavior. Either the use is taken when the Reservation is created, or when the Customer checks in. Slide the button to the right to take pass usage upon ReservationSlide the button to the left to take pass usage upon Check-in  
Cancel BehaviourSet by default to Return pass usage. 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 passLeave Pass Usage -*The usage is not returned to the pass
Delete BehaviourSet by default to Return pass usage. 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

Continued...

how-do-i-create-a-pass-type

FieldDescription
TaxesSlide the enable button to the right to add a Tax to the Pass (How do I add a new Tax?)
Services**Enable -Slide the enable button to the right to select which Service(s) this Pass can be used forPrice (for Reports) -You can also set exactly how much each Service will cost, when paid for using this PassUses 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

Tap Save

Below are some example Pass settings:

To create a Pass Type, tap Manage, then tap Passes

how-do-i-create-a-pass-type

Tap the green + icon and complete the fields in the New Pass box:

how-do-i-create-a-pass-type

Continued...

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FieldDescription
NameEnter the name of the Pass
InformationEnter a description of this Pass. This will appear when purchasing this Pass online 
PriceEnter the price of the Pass
Number of UsesEnter how many uses this pass provides
Expiry DaysEnter the amount of days the Pass is valid for i.e. 1 month = 30 daysEnter 0 for no expiry
ServicesSlide the enable button to the right against the service(s) you would like the Pass to be used for
TaxesSlide the enable button to the right to against the Tax you would like to be applied to your Pass, see How do I add a new Tax?

Tap SAVE

PLEASE NOTE: The following EXTRA Pass features can be activated via the Web app (see the Web app tab of How do I create a Pass Type? for further information):

  • Expired Notification Enabled
  • Uses Remaining Reminder
  • Allow Internet
  • Pre-select at Confirmation Default
  • Cancel Reservation Behaviour
  • Online Limit per Customer

The following EXTRA Pass features can be activated via the iOS app (see the iPhone/iPad tab of How do I create a Pass Type? for further information):

  • Pre-select at Confirmation Default
  • Cancel Reservation Behaviour
  • Cancel Delete Behaviour

Below are some example Pass settings:


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