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Gifting or adding a Pass to a customer for free

Learn how to gift a Pass to a customer without affecting usage tracking or Pass settings

Anni avatar
Written by Anni
Updated today

You may want to offer a Pass to a customer at no cost, for example, as a gift, refund alternative, or goodwill gesture. There are a couple of ways to do this without affecting your Pass setup or tracking.

This article covers:


Best options for gifting a Pass

There are two main ways to offer a Pass for free:

1. Manual booking with payment marked as ‘Other’

  1. Select your Scheduling page, then View public page to open your public booking page:

    Scheduling page with an arrow pointing at the 'view public page' button

  2. Select the Passes tab, then the pass you want to gift:

    Passes page on the public booking page with an arrow pointing at the 'Select' button

  3. Go back to your schedule and choose Select to add the valid ticket to your basket:

    Ticket selection on the public page with an arrow pointing at the 'Select' button

  4. Select Book now to start checkout:

    Basket screen with an arrow pointing at the 'Book now' button

  5. Add the Main booking contact and select Continue:

    Main booking contact section of the checkout with an arrow pointing at the 'Booking contact' drop-down field

  6. Add the attendee (this is usually the same as the Main booking contact for passes), fill in any relevant Booking details and select Continue.

  7. On the payment page, scroll down to the Offline payment section, select Other as the payment method and add any relevant details for your reference:

    Offline payment section of the checkout with an arrow pointing at the "payment method" drop-down menu, and the 'Admin note' field highlighted

    • For example: "Manually assigned Pass to customer" or “Gifted Pass – no charge”.

  8. Select Complete booking to complete the pass purchase.

This method keeps the pass linked to a confirmed booking and adds the correct number of uses to the customer’s account.

2. Create a 100% discount code

Alternatively, you can create a 100% pass discount and gift that to your customer to redeem against their pass purchase. To do this:

  1. Select Packages & Discounts, then Discounts from the left-hand menu on your account.

  2. Select the Create a discount set button from the top right-hand corner of the page:

    Discount set page with an arrow pointing at the 'Create a discount set' button

  3. Name the set with something that makes it easy to identify who the code is for, then select Pass discount under Discount type:

    Discount set setup page with the 'Name this set' field highlighted, and an arrow pointing at the 'Pass discount' option under 'Discount type'

    • If you're adding multiple personalised codes, you may want to name the set something generic, like "Gift Passes". Alternatively, create separate sets for each customer and name them something like Pass redemption – [Name].

  4. If you would like to restrict which pass the customer can use the discount against, select Add usage restriction:

  5. Select the pass from the drop-down list, then Add:

    Select pass section of the discount set setup usage restrictions, with an arrow pointing at the 'Add' button

  6. Next, select Add discount code:

    Discount set setup page with an arrow pointing at the 'Add discount code' button

  7. Add your discount code to the field at the top of the setup. Codes are not case-sensitive, meaning customers can use either lowercase or uppercase when redeeming them.

  8. Choose the type of discount, such as Percentage off and add the Discount percentage, for example, 100%.

  9. If necessary, set an expiry date for the code, then add How many times can the code be used, for example, 1.

  10. Finally, tick the Restrict to single use per booker email address checkbox:

    Discount code setup showing the code highlighted, type of discount, discount percent, how many time the code can be used fields highlighted, and an arrow pointing at the 'Restrict to single use per booker email address' checkbox

  11. Once complete, select Add codes to add the code to the discount set.

  12. Check the set to ensure you are happy with the setup as well as the Published status.

  13. Select Save changes to save the set:

    Discount set screen with the published toggle highlighted, and an arrow pointing at the 'Save changes' button

  14. You can then share the code with your customer(s) or use it to complete the booking yourself.

This method saves you time and gives your customer the flexibility to redeem the code and buy the pass themselves. You can also send them our articles on how to purchase a pass and redeem a pass discount code.


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