Creating Prepaid Passes
Passes are one of the flexible ways your clients can pay for visits to your business. With a prepaid pass, clients pay upfront for a specific number of visits, making it a convenient option for those who prefer not to commit to a recurring plan. You can customize passes to fit your business needs by setting how many visits are included, which services the pass can be used for, and whether clients can purchase the pass directly from your Pike13 site.
In This Article
Who can use this feature?
- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff
Creating a New Prepaid Pass
- Select Settings then Passes.
- Choose + New Pass then under Prepaid passes select + New Pass.
- On the Basic info tab enter the following info:
- Name of the pass
- Short Description will appear on the listing of passes and plans on your Pike13 website
- Full Description will display when client go to purchase the pass
- Terms and Conditions - determine whether or not clients must accept the terms to complete the purchase and how they must accept them (checkbox vs. signature)
- Click Next Step.
- On the Pricing tab, enter the following info:
- Price of the Pass
- Number of Visits issued
- Number of days, weeks or months the pass is valid
- Which Taxes will be added to the cost of the pass at checkout
- Revenue Category
- Click Next Step.
- On the Restrictions tab, enter the following info:
- Select who can buy this pass online (Clients, Members, or Staff only)
- Specify if ownership of the pass qualifies them as members
- Click Save.
- On the next page, choose each of the services that the pass can be used for
- Click Save
- On the Pass Details page, review the pass’s settings and click Edit for any that you want to revise.
Note
Duplicating a Pass
If you are creating a new pass that is similar to an existing one, you may want to duplicate a comparable pass instead of creating a new one. For more information on duplicating passes, check out Duplicate Existing Plans and Passes.