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Selling Passes

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✓ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✓ Staff
✗ Limited Staff

Choose your Pike13 experience

This article contains instructions for

Passes allow your clients to pay for multiple classes or appointments at once. During sale, Pike13 allows you to change the price, the number of visits and the start date at the time of sale.

Selling a Pass

  1. Click on the 3 bars in the upper left hand corner
  2. Select Clients.
  3. On the Clients page, select the name of the client you want to sell the plan to
  4. Click on the down arrow in the upper right hand corner
  5. Choose the Shopping Cart icon at the top ShoppingCart_button.jpg.
  6. On the Choose a product page, select the pass your client wishes to purchase
  7. If the client manages other clients, choose who will use this pass, and then click Add to Cart
  8. Make any modifications that you want by selecting Modify GearLight_button.png, and then doing any of the following:
    • To change the start date and end dates, under Duration click Edit, enter new start and end dates, as needed, and then click Save.
    • To change the price or number of visits allowed on the pass, under Pricing click Edit, make the changes you want, and then click Save
    • To apply a discount, under Discounts click Edit, choose the type of discount that you want, enter a percentage or dollar amount, and then click Save
    • When finished making modifications, click Back to Shopping Cart
  9. On the Shopping Cart page, if your client has a coupon code for the purchase under TOTAL, Enter coupon code, enter the code, and then choose Apply
  10. Choose Secure Checkout
  11. On the Check Out & Confirm page, select Choose a payment method, and then choose a payment option.

Note

Paying with a check

If you choose check, enter the transaction ID or check number when prompted.

Note

Changing the location of the sale

Change the location of sale in the right menu of the Billing Information page by clicking the gear button under Sold at, choosing another location, and then clicking Change.

Selling a pass

  1. At the top of any Pike13 page, choose Clients.
  2. On the Clients page, select the name of the client you want to sell the plan to, and then in the right menu of the client profile page choose New Purchase button ShoppingCart_button.jpg.
  3. On the Choose a product page, select the pass your client wishes to purchase
  4. If the client manages other clients, choose who will use this pass, and then click Add to Cart
  5. Make any modifications that you want by selecting Modify GearLight_button.png, and then doing any of the following:
    • To change the start date and end dates, under Duration click Edit, enter new start and end dates, as needed, and then click Save.
    • To change the price or number of visits allowed on the pass, under Pricing click Edit, make the changes you want, and then click Save
    • To apply a discount, under Discounts click Edit, choose the type of discount that you want, enter a percentage or dollar amount, and then click Save
    • When finished making modifications, click Back to Shopping Cart
  6. On the Shopping Cart page, if your client has a coupon code for the purchase under TOTAL, Enter coupon code, enter the code, and then choose Apply
  7. Choose Secure Checkout
  8. On the Check Out & Confirm page, select Choose a payment method, and then choose a payment option.

Note

Paying with a check

If you choose check, enter the transaction ID or check number when prompted.

Note

Changing the location of the sale

Change the location of sale in the right menu of the Billing Information page by clicking the gear button under Sold at, choosing another location, and then clicking Change.