Bookwhen doesn't have a bulk upload feature where you can transfer all your old class pass bookings so you will need to set each client up manually. Please follow the steps below to get this setup.
1. Setting up your entries and class passes
Firstly, please make sure you have added all entries to your schedule so you can book your clients onto them. If you need help with setting up your schedule, you can read our help article just here.
Once your entries are created, you will need to set up your class passes to match the ones you have previously offered your clients. Please read our help article here on creating class passes.
2. Booking clients onto your class passes
Once you have set up your schedule, you're ready to start manually adding your clients! Head over to your public page and book them in as though you were them. If you want some step by step guidance on manually adding someone onto an event/class, please check out this help article. If you click on your public page where it says 'class passes' as per the screenshot below, you will be given the option to purchase a class pass.
Please select the relevant class pass you want to purchase for your customer. You will then be shown this screen where you will need to select a class/event you want to use with the class pass.
Once a ticket has been selected and you go through to checkout, you should be able to see the selected class will be free as it has been used against one of the available passes on the class pass.
Now all that's left to do is to go through to checkout as admin and book in the client. When prompted, put in the client's email address as the booker and not you (so they receive the booking confirmation email and the system recognises it is them when they go to buy another ticket in the future and want to use their class pass). As you're admin, you're able to bypass payment but this is ok as the client would have previously paid you before you moved to Bookwhen. Just remember to add their details to the attendee section too!
3. After booking your client's class pass
Once booked, you can then manage your client's class pass. This is useful if they have taken a class before you moved to Bookwhen and the event is now over but you still want to include that as a pass on their class pass. You can read about managing your client's class passes just here.