Creating, modifying, or duplicating a session pass

You can create, modify, or duplicate different session passes to offer specific session passes to your clients through WellnessLiving. After creating and selling a session pass, you can make changes to its global settings that will affect all session passes of that type sold in the future and all previously sold versions of that session pass. For more information, see Modifying a Purchase Option.

To create, modify, or duplicate a session pass:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Store Configuration.
5. On the Store Configuration menu, click Purchase Options.
6. On the Purchase Options page, create, modify, or duplicate a session pass:
   • To create a new session pass, click Create Session Pass.
   • To modify an existing session pass, click the session pass you want to modify in the list. You may have to browse the list, use the Search option, or filter the list to find the session pass. Inactive and expired session passes are displayed in gray, while active session passes that haven’t expired are displayed in the following colors:
     • Green – For Appointment Service Type session passes with a set number of sessions.
     • Blue – For Classes Service Type session passes with a set number of sessions.
     • Teal – For session passes with unlimited sessions.
     • Dark gray – For session passes with a time restriction.
   • To duplicate an existing session pass, click the session pass you want to duplicate. You may have to browse the list, use the Search option, or filter the list to find the session pass. On the bottom-right, click Duplicate. The session pass is duplicated and named Copy of [name of existing session pass]. On the Purchase Options page, click the duplicate session pass to modify its settings.
7. Under Purchase Option Service Category, select the type of service to be offered by the session pass. Service types include: Appointments, Class/Events, Assets, Gym Visits, and Account Tab.
   • Account tab session passes add monetary value to a client’s account balance each membership period. 
8. Enter or change the details and settings of the session pass. For more information, see Session pass general information settings and Session pass advanced settings.
9. Click SAVE.
   • If you’re modifying a session pass that was previously sold to clients, a warning popup will be displayed. You have the following options:
     • If this session pass was individually edited for one or more clients, you can apply the changes to their session passes by setting the Apply to client purchases that have been edited option to ON.
     • To apply the current Price setting to session passes that have been sold to clients, set the Apply current price [price] to past purchases option to ON.
     • The number of clients who will be affected by the changes is displayed. You can view the affected clients in more detail on the All Clients Report by clicking the Open button .
     • To view a list of the changes to the session pass, click Show summary of changes.
   • Make your selections and click Update.