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How do I create a Pass Type?


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

Click +Add Pass 


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


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 for
ie 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 date
Date 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 the number of uses for this Pass
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 Internet
Select 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 in

Select this checkbox to take pass usage upon Reservation
Deselect 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 pass
Leave 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:


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 Pass
For 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:

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

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: