This article describes all advanced settings are available when you are creating or modifying a session pass.
To learn about the general information settings available when creating or modifying an session pass, see Session pass general information settings.
|Purchase Restrictions||The purchase rules for the session pass:|
|Access to Locations||Determines whether your client can use the session pass in All or Specific locations. If you select Specific locations, select the checkbox for each applicable location.|
|Attendance Restrictions||Determines if the number of available sessions are restricted based on a specific time period (e.g., a maximum of 10 sessions per month).|
If you select Apply Attendance Restriction:
Select Attendance Restriction is applied at the start of the calendar cycle or Attendance Restriction is applied at the start of the payment cycle depending on whether you want to apply the restriction based on the calendar cycle, or the payment cycle.
Select Enable Rollover or Sessions do not rollover depending on whether you want to allow remaining visits to rollover to the next attendance restriction period. For example, if a client has a maximum of 5 visits per week for a pass with Enable Rollover set and only uses 3 visits, 2 visits will be added to their pass the following week. But if a client has a maximum of 5 visits per week for a pass with Sessions do not rollover set and only uses 3 visits, the client will not be able to use their 2 remaining visits.
|Non-sequential Day Pass||Select the checkbox to create the session pass as a non-sequential day pass.|
This setting is only displayed when you set the pass to expire x number of days after the activation date under Select Expiration. A non-sequential day pass expires after using the pass for a set number of days. For example, if you set the pass to expire 5 days after the activation date and select the non-sequential day pass checkbox, the pass will expire after it has been used on 5 separate days, instead of 5 sequential days after the activation date. This allows you to tie the expiration of the session pass to the client’s usage of the pass rather than a time period.
|Contract||Select whether the client must agree to a contract before purchasing the membership. Your choices are:|
NoteIf you modify a session pass’s existing contract, when you save your changes you will be asked whether you want clients who have already purchased the membership to re-sign the contract. If you select YES, clients will be prompted to sign the contract the next time they log in to their account.
NoteIf a Purchase Option that has a contract associated with it is set to auto-renew, clients will be required to re-sign the contract each time the Purchase Option automatically renews.
|Client Type||The type of client the session pass holder becomes after purchase. Make a selection from the list.|
|Sharing Membership and Passes||Determines whether this pass is shared with family members by default. Select one of the following options:|
If you select Do not share membership with family members by default, you can still manually share the session pass with a family member. For more information, see Sharing a Purchase Option with a family member.
|Revenue & Staff Payroll Calculation||Determines whether clients who use this session pass are included or excluded in payroll calculation. This will also determine what value commission will be based on when clients use this session pass. If this session pass is free, promotional, or both, you can use this option to exclude clients with this session pass from payroll calculations. This is useful because staff members who are paid by their number of clients will only be paid for clients who used paid session passes.|
To determine whether clients who use this session pass are included or excluded in payroll calculation:
To determine what value commission will be based on when clients use this session pass:
|Barcode||Enter or generate a barcode to identify this session pass in your WellnessLiving system.|
|Receipt||Select Default Email Receipt to send your default receipt to a client who purchases this session pass.|
Select Custom Email Receipt to create a custom receipt to send to a client who purchases this session pass.
For information on how to use variables in the email message, see Email variables.
|Termination||Determine whether the sessions pass terminates on a specific date. Your choices are:|
NoteThese termination settings are only available when the customizing an individual Purchase Option in the client’s profile.
|Revenue Category||The revenue categories to which the session pass is assigned. Click a session pass to select or deselect it. You can select as many revenue categories as needed. The Event will be assigned to the selected revenue categories.|
You can also manage revenue categories from here: