If you want to cancel the conversion set for a client’s Purchase Option, you can do so from the client’s Passes & Memberships page. To cancel a Purchase Option’s conversion: On the side menu, click Account. On the Account menu, click Passes & Memberships. In the list, find the Purchase […]
Client Purchase Options
From the Client Web App, clients can view previous and upcoming payments for each of the memberships they own. For information about viewing a client’s payment schedule from the Achieve Client App, see Achieve Client App: Viewing a membership payment schedule. For information about viewing a client’s payment schedule as […]
When viewing a session pass on a client’s Passes & Membership’s page, you may notice it has a negative number of remaining visits. This happens when a client’s session pass is applied to more visits than are currently available on the pass. Consider the following scenario: A client is booked […]
You can add or remove an appointment, class, event, or asset from an existing session pass, membership, or package. You may want to do this if you introduced a new class and wanted to include them in an existing Purchase Option or if you want to offer more value to […]
You can change a client’s payment method for a membership or session pass from the Passes & Memberships page of their client profile. You can’t change a client’s payment method if the membership or session pass is part of a package. To learn how to save a client’s credit card […]
If you want to convert a client’s Purchase Option to a different type (e.g., session pass to membership), the best way to approach this is to manually refund the original Purchase Option to the client’s account, which results in a positive account balance, and later sell them the new Purchase Option in the store using the account balance. Additional payment […]
Custom email receipts can only be created for Purchase Options. For more information on creating custom email receipts for Purchase Options see Membership advanced settings, Session pass advanced settings, and Package advanced settings.
The membership payment schedule allows you to view a client’s previous and future payments with respect to a particular membership. This schedule contains various icons that represent the status of each payment. You can also review the details of a membership that has been put on hold. To learn how […]
When you allow clients to purchase drop-ins for appointments, classes, or events, clients pay a drop-in rate for these services. When a client purchases a drop-in, the session will be displayed under Drop-Ins on the client’s Passes & Memberships page with the name of the service it was purchased for. […]
On the Passes & Memberships page of a client profile, you can view and manage the passes, memberships, packages, events, gift cards, and drop-ins that a client has purchased. For a session pass or membership with an attendance restriction, you can view a calculation log that displays detailed visit information, […]