Session passes your clients have purchased can be deactivated for individual clients by staff members. When a session pass is deactivated, it can no longer be used to pay for services.
Session passes can be reactivated if they aren’t expired or haven’t been deactivated globally from your business’s Setup menu. This includes any session passes that might have expired during the time they were deactivated.
Key tips before you begin
Deactivating passes
Upcoming booked and paid visits will stay in a client’s schedule with the paid status after the pass is deactivated.
Deactivating a client’s session pass will prevent any further auto-payments from being attempted on it after the deactivation date. If the client’s pass has an outstanding balance caused by a failed auto-payment, you will be prompted to choose whether to charge the outstanding amount to the client’s account.
Reactivating passes
To reactivate a deactivated session pass with remaining visits, modify the pass’s expiration date to a date in the future.
When reactivating a client’s session pass, you may receive the error message Promotion was terminated and can not be activated. This is because the session pass has been deactivated globally from your business’s Setup menu. You must follow the procedure for reactivating a Purchase Option before you can reactivate the individual client’s session pass.
Deactivate a client’s session pass
To deactivate a client’s session pass, follow these steps:
On the Top Nav Bar, click the Search button, enter the client’s information, and click their name.
In the side menu, click Account > Passes & Memberships.
Find the session pass you want to deactivate. Use the Search option or add filters to easily find it.
Choose how you want to deactivate the session pass:
Deactivate immediately:
Under the Action column of the session pass, click the Action button and select Deactivate.
In the confirmation popup, enter the reason for deactivation.
If the client’s pass has an outstanding balance caused by a failed auto-payment, you will be prompted to choose whether to charge the outstanding amount to the client’s account.
Click DEACTIVATE.
Deactivate on a specific day:
Under the Action column of the session pass, click the Action button and select Edit Purchase Option.
In the Advanced Settings, under Termination, select Terminate and set the date you want the session pass to be canceled.
Click Save for [Client Name].
Reactivate a client’s session pass
To reactivate a client’s session pass, follow these steps:
On the Top Nav Bar, click the Search button, enter the client’s information, and click their name.
In the side menu, click Account > Passes & Memberships.
On the Passes & Memberships page, click Filter.
Click Status, select the Inactive checkbox, then click Apply.
Find the session pass you want to reactivate. Use the Search option to easily find it.
Under the Action column of the session pass, click the Action button and select Activate.
In the confirmation popup, click Reactivate.