Viewing a client’s Passes & Memberships page

On the Passes & Memberships page of a client profile, you can view and manage the passes, memberships, packages, Events, gift cards, and single sessions that a client has purchased.

In this article:

    To view a client’s Passes & Memberships page:

    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. The client’s Passes & Memberships page is displayed.
      • Click the Customize button to determine which columns are displayed in each category of the Passes & Memberships page. A list of all available actions can be found in the Columns on the Passes & Memberships page table below.
      • Click the Action button  next to an item on the page to make changes to the item or email or print receipts. A list of all available actions can be found in the Actions on the Passes & Memberships page table below.

    Columns on the Passes & Memberships page:

    Column Description
    Item Name The name of the item.
    Action Click the Action button  in this column to open the action menu. From the menu, select the desired option. For more information, see the Actions on the Passes & Memberships page table in this article.
    Status The status of the item. Statuses include Active, Inactive, and Expired.
    Details Notes that have been made about the item.
    Attendance Restrictions Any restrictions that affect the use of the membership. For more information, see Attendance Restrictions. This column is only available for memberships.
    Remaining The number of uses of the item that have not been applied to a visit. This column is only available for packages, session passes, Events, and single sessions.
    Used The number of uses of the item that have already been used. If the membership or session pass has been auto-renewed, the number of uses since auto-renewal is listed.

    This column is only available for memberships, packages, session passes, Events, and single sessions. Clicking on the number under this column for memberships and Events will open the attendance history of the user who owns the item.

    Upcoming The number of upcoming uses of the item. This column is only available for memberships, packages, session passes, Events, and single sessions. Clicking on the number under this column for memberships and Events will open the attendance history of the user who owns the item.
    Waitlisted Sessions The number of sessions of the Event for which the client is on a wait list. This column is only available for Events.
    Purchase Date The date on which the item was originally purchased. This date will not change if the item is auto renewed.
    Paid By The client who paid for the gift card. This column is only available for gift cards.
    Price The price of the gift card. This column is only available for gift cards.
    With The staff member who is hosting the service. Click the staff member to view their staff profile. This column is only available for Events and single sessions.
    Location The business location at which the service is hosted. This column is only available for Events and single sessions.
    When The date and time of the service. This column is only available for Events and single sessions.
    Expires The date on which the Purchase Option expires. If the Purchase Option does not expire, Never expires will be listed in this column. This column is only available for Purchase Options.
    Terminates The date of termination for the Purchase Option. If no termination date is set, this column will be empty. This column is only available for Purchase Options.
    Total price The total price of the item and a breakdown of the total price, including the subtotal, taxes, discounts, and any other charges. This column is only available for packages, session passes, Events, and single sessions.
    Next Auto-Renewal The date of the next auto-renewal of the membership. This column is only available for memberships.
    Last Auto-Renewal The date of the most recent previous auto-renewal of the membership. This column is only available for memberships.
    Start Date The date on which the membership became active. If the membership has been auto-renewed, this date will reflect the date on which the auto-renewed membership became active. This column is only available for memberships.
    Purchase Price The purchase price of the membership and a breakdown of the purchase price, including the subtotal, taxes, discounts, and any other charges. This column is only available for memberships.
    Scheduled Payment The next scheduled payment of the membership and a breakdown of the scheduled payment, including the subtotal, taxes, discounts, and any other charges. This column is only available for memberships.
    Renewal Price The renewal price for memberships that auto-renew and a breakdown of the renewal price, including the subtotal, taxes, discounts, and any other charges. This column is only available for memberships.
    Auto-Renew If the Auto-Renew option is set to ON, auto-renewal for the Purchase Option is enabled. If the option is set to OFF, auto-renewal for the Purchase Option is disabled. Click the option to turn auto-renewal on or off. This column is only available for Purchase Options.
    Purchase ID The transaction ID of the purchase. Click the number in this column to view the purchase invoice.
    Staff Commission If a staff member has received commission for the purchase, the staff member is listed here. Click the staff member to view their staff profile.
    Commission The pay rate used to apply the staff member’s commission. This column is only available for memberships, session passes, Events, gift cards, and single sessions.
    Pay rate The pay rate used to apply the staff member’s commission. This column is only available for packages.
    Point of Sale The point of sale from which the item was purchased.

     

    Actions on the Passes & Memberships page:

    Action Description
    Attendance History Select this option to view the client’s attendance history for the Purchase Option. For more information, see Viewing a client’s attendance history.
    Edit Purchase Option Select this option to view information about or make changes to the client’s Purchase Option. For more information, see Customizing an individual Purchase Option. This option is only available for Purchase Options.
    Payment Schedule Select this option to view or make changes to past and upcoming payment information for the membership. For more information, see Viewing or adjusting a client’s membership payment schedule. This option is only available for memberships.
    Put on hold Select this option to place a hold on the membership. For more information, see Placing a membership on hold. This option is only available for memberships.
    Re-send Email to Gift Card recipient Select this option to re-send the email containing the gift card information to the recipient of the gift card. You may change the name and email address of the recipient when you select this option. This option is only available for gift cards.
    View Details Select this option to view details about the gift card. This option is only available for gift cards.
    Transfer Select this option to transfer the Purchase Option to another client. For more information, see Transferring a Purchase Option. This option is only available for Purchase Options.
    Apply Staff Commission Select this option to choose a staff member who will receive commission for the purchase of the Purchase Option. This option is only available for Purchase Options, gift cards, and single sessions.
    Email Receipt Select this option to email a receipt for the purchase of the item to the client’s email address. For more information, see Emailing receipts.
    Print Receipt Select this option to print a receipt for the purchase of the item using a regular printer. For more information, see Printing receipts.
    Receipt Printer Select this option to print a receipt for the purchase of the item using a receipt printer. For more information, see Printing receipts.
    Refund Select this option to refund the purchase of the item. For more information, see Refunding a transaction or purchase.
    Cancel Select this option to cancel the membership or Event booking. For more information, see Canceling a client’s membership and Canceling an Event booking. This option is only available for memberships and Events.
    Deactivate Select this option to deactivate the package, session pass, or gift card. This option is only available for packages, session passes, gift cards, and single sessions.
    Activate Select this option to reactivate a canceled or deactivated item.
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