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Managing your customer's passes
Managing your customer's passes

How to make changes to your customers passes after purchase

Anni avatar
Written by Anni
Updated over a week ago

✨ Please note: Passes are only available on the Standard plan or above.

This article covers:

Locating your customer's pass

You can search for your customer using the Customers list, adding either their name or email address in the Search field:

Select the customer's email address from the list, then the Passes tab. From here, select the pass you'd like to manage.

You'll be presented with the following options:

πŸ’‘ To note:

  • The pass overview within the customer record will list passes in descending order, so the newest one is on top, and the oldest one is at the bottom.

  • If the customer has multiple passes, eligible ticket purchases will be redeemed against the oldest pass, not the one with the most recent expiration date.

Manage when this pass expires

There may be instances where you or your customer need to extend the pass validity period, for example, by four weeks due to summer holidays.

You can either override the expiry date (fixed expiry date) or edit the timeframe (relative timeframe expiry) based on when the customer first used it.

πŸ’‘ To note: Both options override the original pass settings.

If you intend to extend the usage period via the Relative timeframe expiry option, the Override timeframe for use on events field should contain the sum of the original timeframe plus the desired extension.

  • For example, If the original pass is valid for 30 days from first use and you want to extend it for this particular customer by another 14 days, you would need to enter "44" in the 'days' field.

Manage the number of available pass uses

You can change the number of uses left on the pass. This is useful if, for example, your customer attended a class without booking in advance. You can remove one use from their pass (if they want to use their pass) by overriding the remaining uses.Β 

πŸ’‘ To note: The number of classes refers to the original number. So if the customer started with 23, used 5, and you want to remove the 6th use, you need to change the number of classes to 22, which is one use less than they started with.

Revoking a pass

You can revoke a pass by selecting Revoke this pass, then OK:

✨ You can learn more about passes here.

πŸ’¬ Any questions or feedback? There are two ways to get in touch:

Thank you! πŸ•Ί

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Tags: classpass, class, booker

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