A Pass can be sold to a Customer in 2 ways:
- From the Customer file (see below)
- By adding a Pass to a Sale (see How do I sell a Pass? (Sale View))
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
Create a Sale by clicking the Shopping Trolley Icon
Here you can:
- Add any other Product, Pass, Gift Card, or Customer Credit to the Sale
- Apply a Discount
- 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 30 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.