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Selling Passes

Passes (often called punch cards) allow clients to pay upfront for multiple classes or appointments (e.g., "10-Class Pack"). When selling a pass, staff members have the flexibility to modify the price, visit count, or start date to fit the specific transaction.

In This Article

    Who can use this feature?

    • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
    • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

      Sale Location

      Pike13 follows a specific hierarchy to assign a location to a sale:

      1. Point of Service: If a pass is sold during sign-in for a specific class or appointment, the service's location is set as the sale location.

      2. Client Profile: If the sale is independent of a specific visit, the system uses the client's assigned location.

      3. Business Default: If the client has no assigned location and there is no associated visit, first location listed in your business settings is assigned.

      You can change the location of sale on the Billing Information page during checkout.

      Selling Passes

      1. At the top of any Pike13 page, click Clients.

      2. Select the client of interest, then click the New Purchase button.

      3. On the Choose a product page, select the pass to purchase.

      4. If the client manages other clients, choose who will use this pass, and click Add to Cart.

      5. Select Modify, and then doing any of the following:

        1. Duration: Start and end dates

        2. Pricing: Number of visits, price

        3. Discounts: Discount by a percentage or set amount off

      6. After making all necessary modifications, click Back to Shopping Cart.

      7. If applicable, under TOTAL click Enter coupon code, enter the code, and then click Apply.

      8. Click Secure Checkout.

      9. Ensure the Location is correct.

      10. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.

      11. Click Choose a payment method, and then choose a payment option.

        1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.

        2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.

        3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.