Placing or modifying a hold on a session pass

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, and so on. You can also place an indefinite hold on the session pass if you do not want to set an end date. A hold will prevent the client from using the session pass to access your services for the specified 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.

After a session pass has been placed on hold, you can modify or delete the hold placed on the session pass at any time.

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.

In this article:

    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. On the Account menu, click Passes & Memberships.
    5. 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 session pass.
    6. Under the Action column for the session pass, click the Action button and select Manage Holds.
    7. On the Manage Holds page, click ADD ON-HOLD PERIOD.
    8. Set the duration of the hold period:
      • Next to Hold from, select the start date and end date of the hold.
      • If you do not want to set an end date, select Place hold indefinitely.
    9. Under NOTES, add any relevant information.
    10. Click SUBMIT. The session pass is put on hold and cannot be used during the specified time.

    To modify or delete a hold on a session pass:

    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. On the Account menu, click Passes & Memberships.
    5. On the Passes & Memberships page, find the session pass with the hold you want to modify or delete. You may have to browse the list, use the Search option, or filter the list to find the session pass.
    6. Under the Action column for the session pass, click the Action button and select Manage Holds.
    7. On the Manage Holds page, find the hold you want to edit or delete. To display past holds, click View Past Holds.
    8. Under the Action column for the hold, click the Action button then select one of the following options:
      • To edit the hold, click Edit Hold and make your changes to the hold:
        • To modify the dates of the hold, select the start date and end date. If you do not want to set an end date, select Place hold indefinitely.
        • Under NOTES, add any relevant information.
        • Click SUBMIT.
      • To delete the hold, click Delete Hold. In the confirmation popup, click OK.
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