How to Add / Give / Sell a new Pass to a Customer

You can add/give/sell any Pass / Package that is running to an existing customer in the Dashboard.

  1. Find the customer
  2. Add the new Pass or Membership
  1. See all Customers Table
All Customers -KRIYA Software
All Customers -KRIYA Software

2. Open a specific customer by either clicking on its name or selecting View from Actions

3. On the customer profile, either click [Buy] or scroll down to view and manage customer Passes

Buy a Package - Customer details - KRIYA Software
Buy a Package – Customer details – KRIYA Software

4. In the section, ADD NEW MEMBERSHIP PACKAGE, first select the Package to Add and then the payment method and click [Add Package >]

Add New Package to Customer - KRIYA Software
Add New Package to Customer – KRIYA Software

I

Add New Package to Customer Payment Method - KRIYA Software
Add New Package to Customer Payment Method – KRIYA Software

If you select the payment method

a) Credit Card – the system will prompt you for credit card details
b) Free Credit – the system will not count this transaction as a sale
c) Cash, Bank Transfer (EFT) or EFTPOS (incl Square) will be counting as sales in reports

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