This article describes all general information settings available when you are creating or modifying a session pass.
To learn about the advanced settings available when creating or modifying a session pass, see Session pass advanced settings.
Setting | Description |
Purchase Option Service Category | The services that can be booked with the purchase options. The options are:
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PASS NAME | The name of the session pass. The name is viewable by your clients, so it should be both descriptive and brief. This field is required. |
UPLOAD IMAGE | Click to upload an image to represent the session pass in the store and on client profiles after the purchase. |
DESCRIPTION | A description of the session pass. This is viewable by your clients, so it should be both descriptive and creative, but brief. This isn’t a required field, but it is highly recommended. |
ACTIVATE ITEM | Click this button to activate or deactivate the session pass, or to set a deactivation date for the session pass.
For information about deactivating a session pass for an individual client, see Deactivating and reactivating a client’s session pass. |
Visit Restrictions | Select the visit restriction type and parameters for the session pass. Your choices are:
NoteThe system may automatically apply visits from an auto-renewing session pass to upcoming booked sessions, which may result in a negative balance of visits on the session pass when Set number of visits is selected under Visit Restrictions. For example, a client owns an 8-session pass with 2 remaining visits. The client is booked into a recurring appointment for 4 sessions. Four visits are removed from the session pass, resulting in a balance of -2. When the session pass renews with 8 visits, it’ll have 6 visits remaining. |
Price | The price of the session pass. NoteChanges to this setting won’t apply to previously sold Purchase Options. For example, if you increase the price of a Purchase Option from $50 to $60, any previously sold Purchase Options will still reflect the old price, which is $50. |
Taxes | Determines whether taxes are applied to the session pass upon purchase. Your choices are:
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Summary | A summary of the session pass payments including taxes. |
Select Activation Date | Determines when the session pass will be activated. Your choices are:
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Select Expiration | Determine how and when the session pass expires. Your choices are:
NoteIf all visits on an auto-renewing session pass are used before the expiration date of the session pass, the session pass will renew after the service ends. |
After Expiration | Determine what happens after the session pass expires. Your choices are:
Additional options are available when the Auto-renew or Auto-convert to options are selected:
If the Auto-renew option is selected, additional options are available when the Purchase Option Service Category for the session pass is set to Appointments:
If you modify the expiration behavior of a session pass that has previously been sold and try to save your changes, a confirmation popup is displayed with the following options:
The confirmation popup also displays the total number of clients affected by this change. Click the number to display a list of all affected clients. When modifying the expiration settings, keep the following information in mind:
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Access to Appointments | This setting will be displayed if you’re creating a session pass using the Appointments Purchase Option Service Category. Select the checkbox next to each appointment type the session pass can be used for, or select the Select All checkbox. |
Access to Assets | This setting will be displayed if you’re creating a session pass using the Assets Purchase Option Service Category. Select the checkbox next to each Book-a-Spot asset type the session pass can be used for, or select the Select All checkbox. |
Online Store Category | The category or categories that this session pass is listed under in the store. |