Session pass general information settings

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.

Caution If you include the words Virtual, Video and/or On Demand in the SESSION PASS NAME or DESCRIPTION, the Purchase Option will not be displayed in the store or while a client is booking a service on the Achieve Client App or the Achieve White Label Client App on any iOS devices.

SettingDescription
Purchase Option Service CategoryThe services that can be booked with the purchase options. The options are:

  • Appointments – Appointments are generally one-on-one services, such as personal training sessions, but can include multiple clients.
  • Classes/Events – Classes are a series of sessions offered by your business. Unlike events, clients are not expected to attend every session in the series. Events, on the other hand, are a self-contained series of sessions offered by your business.
  • Assets – BOOK-A-SPOT™ assets are physical objects or spaces offered by your business.
  • Gym visits – Gym Visits are a type of service that allows access to a gym or studio.
  • Account tab – Account tabs add a monetary value to a client’s account balance based on a predetermined amount and can be configured to be a one-time purchase or to auto-renew after a specified duration.
PASS NAMEThe 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 IMAGEClick to upload an image to represent the session pass in the store and on client profiles after the purchase.
DESCRIPTIONA description of the session pass. This is viewable by your clients, so it should be both descriptive and creative, but brief. This is not a required field, but it is highly recommended.
ACTIVATE ITEMClick this button to activate or deactivate the session pass, or to set a deactivation date for the session pass:

  • When this option is set to ON, the session pass is activated and available for purchase.
  • When this option is set to OFF, the session pass is deactivated and is unavailable for purchase.

When this option is set to OFF, the DEACTIVATE ON option is displayed. To set a date on which the session pass will deactivate, click the date field, and select a date from the calendar.

By default, deactivated session passes can still be used by clients who previously purchased them. To make a deactivated session pass unusable by clients who have already purchased it, set the USABLE BY CLIENTS WHO ALREADY PURCHASED option to NO.

For information about deactivating a session pass for an individual client, see Deactivating and reactivating a client’s session pass.

Visit RestrictionsSelect the visit restriction type and parameters for the session pass. Your choices are:

  • Set Number of Visits – You must specify the number of visits for which the session pass can be used.
  • Unlimited Visits – There is no limit to the number of visits for which the session pass can be used.
  • Duration Pass – You must specify the number of minutes or hours for which the session pass can be used. These types of session passes can be used to pay for Appointments or BOOK-A-SPOT’ bookable assets with set durations that are shorter than or equal to the set duration of the session pass. When paying for an Appointment or asset with this type of session pass, the duration of the Appointment or asset is subtracted from the remaining duration of the session pass. If the duration of the Appointment or asset is longer than the duration of the session pass, the pass cannot be used to pay for the Appointment or asset.
PriceThe price of the session pass.
TaxesDetermines whether taxes are applied to the session pass upon purchase. Your choices are:

  • Charge taxes – Select the checkbox for each type of tax that applies to the session pass.
  • Do not charge tax – No taxes will be applied to the session pass.
SummaryA summary of the session pass payments including taxes.
Select Activation DateDetermines when the session pass will be activated. Your choices are:

  • First Visit – The pass will be activated on the date of the first session attended by the session holder.
  • Sale Date – The pass will be activated on the date the session pass is purchased by the client.
  • Choose a date – The pass will be activated on the date chosen.
Select ExpirationDetermines how and when the session pass expires. Your choices are:

  • Does not expire – The session pass does not expire.
  • Expires [duration] After [activation date] – The session pass will expire in the specified amount of time after the activation date. If the session pass is set to expire in one day, by default it will expire by the end of the day on which it was activated.
    NoteIf you set a session pass to expire after a certain number of days using the Expires [number] [duration] After first visit setting, you will also have the option to create this session pass as a non-sequential day pass. For more information see Session pass advanced settings.
  • Choose expiry date – The session pass will expire on the date chosen.

To ensure your accounting is always correct, the expiration date of the session pass will become uneditable as soon as a pass of this type is purchased. If you want to change the expiration rules, you must create a new session pass.

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 ExpirationThis setting determines what happens after the session pass expires. Your choices are:

  • Do nothing – The session pass simply expires.
  • Auto-renew – The session pass will automatically renew after the expiration date or after all visits on the session pass, as determined under Visit Restrictions, have been used.
  • Convert to – The session pass will be converted to the selected purchase option after it expires.
  • Enable client control – Clients can opt out of the session pass conversion or auto-renewal via the Client Web App.
  • Disable client control – Clients cannot opt out of the session pass conversion or auto-renewal via the Client Web App. Only staff members can allow clients to opt out of conversion or auto-renewal.
  • Automatically reconcile unpaid visits upon auto-renew – If this option is enabled, any unpaid visits for previous sessions will be automatically paid for when the session pass renews.
  • Do not reconcile unpaid visits upon auto-renew – If this option is enabled, any unpaid visits for previous sessions will not be automatically paid for when the session pass renews. These sessions will need to be manually reconciled. For more information, see Reconciling an unpaid visit.
Access to AppointmentsThis setting will be displayed if you are 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 AssetsThis setting will be displayed if you are 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.
Select Multiple Online Store CategoriesThe categories in which this session pass will be displayed when searching your online store.
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