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 walkin customer in the Dashboard.

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

Open Customer Profile - KRIYA Booking System
Open Customer Profile – KRIYA Booking System

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

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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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