Placing a session pass on hold

You can place a client’s session pass on hold if they are unable to access your services for an extended time period due to an injury, illness, travel plans, etc. A hold will prevent the client from using the session pass to access your services for a certain time period.

If a session pass has an expiry date, then placing it on hold increases its duration with respect to the length of the hold. This means that if a session pass is put on hold for three days, it’s expiration date also extends by three days.

NoteYou can only put a session pass on hold if you have selected the Session pass can be put on hold option under the session pass’s advanced settings. This setting is disabled by default.

To place a session pass on hold:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. In the list, find the session pass you want to put on hold. You may have to browse the list, use the Search option, or filter the list to find the .
  5. Under the action column, click the Action button and select Put on hold.
  6. Set the duration of the hold period:
    • Next to From, select the start date and end date of the hold, or
    • Select Place On-hold indefinitely if you do not want to set an end date.
  7. If required, click the NOTES field to add a note.
  8. Click SUBMIT. The session pass is put on hold and cannot be used during this time.
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