Managing packages and discounts for Clients who purchase a certain amount of sessions is simple when using Passes. See the steps below to redeem Passes for appointments.
Before you start...
Passes need to be set up in Nookal for Clients to purchase and redeem them.
See Creating Passes for more information.
Purchasing a Pass from an Appointment
Hot Tips
For clients that have already purchased a Pass, skip to the next section: Redeeming a Pass from an Appointment.
1. Click on the Client Appointment in the Diary.
2. In the Classic view, click on Generate Invoice for the drop-down list of options to be displayed.
Important!
If the dropdown list does not appear, Pass redemptions are not enabled for this Service.
Pass redemptions can be enabled via Setup > Items > Services > Select Allow Redemptions.
3. Click Purchase Pass.
Hot Tips
In Fresh View, click on Generate Invoice.Select Purchase Pass and click Confirm.
4. Select the appropriate Pass in the list of items.
It's a good idea to...
Double check that you are purchasing the appropriate Pass, as all the billable items will be in the list to choose from, not Passes only.
5. Enter the amount and payment type as you would for any invoice.
6. This will create an invoice where the option to Redeem with Pass is automatically selected. This option cannot be deselected when Purchasing a Pass from an Appointment.
7. Click Save Invoice.
Once the client has been invoiced, a redemption will automatically occur for this Appointment, and the Pass will be useable for Classes and Appointments for that Client until all sessions are redeemed or the Pass has expired.
Client Passes can be managed via the Client Profile > Passes.
Purchasing a Pass from a Class
If your Client is already booked into a Class and wishes to purchase a new Pass, the redemption is automatically made against that Class booking.
1. Click on the Class.
2. Click on the Client who wishes to purchase a Pass.
3. On the right-hand side blue panel, click Purchase Pass.
4. This will create an invoice where the option to Redeem with Pass is automatically selected. This option cannot be deselected when Purchasing a Pass from a Class.
Once the client has been invoiced, a redemption will automatically occur for this Class, and the Pass will be useable for Classes and Appointments for that Client until all sessions are redeemed or the Pass has expired.
Redeeming a Pass from an Appointment
1. Click on the Appointment.
2. In the Classic view, click on Generate Invoice for the drop-down list of options to be displayed.
Important!
If the dropdown list does not appear, Pass redemptions are not enabled for this Service.
Pass redemptions can be enabled via Setup > Items > Services > Select Allow Redemptions.
3. Click Redeem Pass.
Hot Tips
In Fresh View, click on Generate Invoice.
4. Select the appropriate Pass and Provider Number.
5. Click Confirm.
6. The Appointment window will display Pass Redeemed.
Hot Tips
In Fresh View it will look like this:
Client Passes can be managed via the Client Profile > Passes.