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 a session pass, see Session pass general information settings.
Setting | Description |
Purchase Restrictions | The purchase rules for the session pass:
NoteQuantity restrictions won’t apply to session passes that are Sold as part of package only. For more details, see Packages. NoteIn cases where clients have reached the quantity limit, clients can still receive session passes transferred to them by other clients. |
Access to Regions | Determines the franchise regions to which the session pass will apply. If the session pass is purchased at one of the franchise locations in the region, it can be used to pay for services at any franchise locations within the region that offer the same session pass. This option is available to all franchise businesses. It only works when the session pass has been pushed to all applicable franchise locations, and it can only be modified by franchisors. If you manage a franchise business and you cannot view this option, please contact WellnessLiving. |
Purchase Option Priority | The priority level of the session pass. When booking a service, session passes with a higher priority level will be used to complete the booking process first. If multiple Purchase Options have the same priority level, the Purchase Option with the earliest expiration date will be used to pay for the service first. This option is only visible when it is enabled in the store settings. |
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. |
Access to Classes | Determines whether your client can use the session pass to access All or None of your classes. If you click Selection, select the checkbox for each applicable class. NoteThis option will only be visible if the Purchase Option Service Category is set to Classes/Events. |
Access to Events | Determines whether your client can use the session pass to access All or None of your events. If you click Selection, select the checkbox for each applicable event. NoteThis option will only be visible if the Purchase Option Service Category is set to Classes/Events. |
Access to Gym | Determines whether your client can use the session pass to access the Gym. NoteThis option will only be visible if the Purchase Option Service Category is set to Classes/Events. |
Attendance Restrictions | Determines whether the number of available visits for a session pass is restricted to a specific period. For example, a session pass can have an attendance restriction that only allows a maximum of five visits every two weeks. You have the following options:
If you select Apply attendance restriction:
For more information, see Attendance restrictions. NoteIf a Purchase Option has Apply attendance restriction and Enable rollover sessions selected, there will be no marker on the client’s Passes & Memberships page indicating which visits on the Purchase Option are rollover sessions. |
Non-sequential Days 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 sign in to their account. NoteIf a session pass that has a contract associated with it is set to auto-renew, clients won’t be required to re-sign the contract each time the session pass automatically renews. |
Client Type | The type of client the session pass holder becomes after purchase. Make a selection from the list. |
Sharing Memberships and Passes | Determines whether this pass is shared with family members by default. Select one of the following options:
If you select Don’t share with family and friends 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. Determines whether this session pass is shared with family members by default. Select one of the following options:
If you select Don’t share with family and friends 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. NoteIf a session pass that is shared with a family member is included within a package, the session pass won’t be shared with the family member when the package automatically renews. To continue allowing the membership or session pass to be shared with the family member, you must manually share it from the package owner’s client profile. |
Session Pass Hold Rules | Determines whether a hold can be placed on the session pass.
If you put a session pass on hold, the duration of the session pass increases respective to the length of the hold. For example, if a session pass with an expiration date of December 31 is put on hold for three days, the expiration date will extend to January 3. Session passes set to auto-renew in the general information settings will renew if the session pass is on hold. |
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:
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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. NoteIf a session pass that is set up with a custom receipt is purchased at the same time as another item, the client will receive the default receipt and not the custom receipt configured for either of the items. For example, a 12-month membership is set up with a custom receipt. A 10-class session pass also has a custom receipt configured. A client purchases both the 12-month membership and 10-class pass together in the same transaction. The client will receive the default receipt and not the custom receipt configured for either of the Purchase Options. |
Termination | Determine whether the session pass terminates on a specific date. Your choices are:
NoteThese termination settings are only available when customizing an individual Purchase Option in the client’s profile. |
Revenue Category | The revenue categories to which the session pass is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The session pass will be assigned to the selected revenue categories. You can also manage revenue categories from here:
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