How to Add / Give / Sell a New Pass to a Customer?

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

1. Find the customer profile
2. Add the new Pass or Membership

1. Open the Customers Table

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

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

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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 counted as sales in reports