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
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