On the Passes & Memberships page of a client profile, you can view and manage the passes, memberships, packages, events, gift cards, and drop-ins that a client has purchased.

For a session pass or membership with an attendance restriction, you can view a calculation log that displays visit information, such as how many visits the client used, how many remain, and how many will carry over.

Note: Staff members must be assigned to a staff role with the View client passes and memberships permission to view calculation logs. For more information, see Staff role permissions.

View a client’s Passes & Memberships page

To view a client’s Passes & Memberships page, complete the following:

On the Top Nav Bar, click the Search button , enter the client’s information in the box, and select the client’s name.
On the side menu, click Account > Passes & Memberships.
- Click the Customize button to determine which columns are displayed in each category of the Passes & Memberships page.
- Click the Action button next to an item on the page to make changes to the item or email or print receipts.
- Click Detailed calculation log >> to display the visit information for a client’s session pass or membership with an attendance restriction.

Headings on the Passes & Memberships page

Heading	Description
Item Name	The name of the item, its priority level, and the services that can be accessed with this item. If multiple Purchase Options have the same priority level, the Purchase Option with the earliest expiration date will be used to pay for the service first.
Detailed calculation log >>	Displays visit information only for a client’s session pass or membership with an attendance restriction. The title of the calculation log displays the period and whether the attendance restriction is based on a payment or calendar cycle. For example, if the attendance restriction renews on a monthly calendar cycle, the title will be month – calendar. The following information is also displayed: Dates – The start and end dates for an attendance restriction period. The dates shown are based on the start date of the Purchase Option and whether the attendance restriction follows a payment or calendar cycle. TD (Total Days) – The total number of days in the attendance restriction period. This is a fixed value based on the restriction period. For example, if the attendance restriction is weekly, then the number of total days is seven. AD (Active Days) – The number of days the Purchase Option is active during the attendance restriction period. The number of active days can change based on holds or customizations made to the start date of a Purchase Option. AV (Added Visits) – The number of visits added during the attendance restriction period. This value is based on the number of active days, rather than total days, during an attendance restriction period. UV (Used Visits) – The number of visits used during the attendance restriction period. RO (Rolled Over) – The number of unused visits from the current attendance restriction period that were carried over to the next period. ROT (Rolled Over Total) – The total number of remaining rollover visits accumulated from previous attendance restriction periods. Notes: The detailed calculation log for memberships with a set number of visits per payment cycle will instead track visits per calendar cycle if one of the following is true: The membership uses Prorate or Continue Billing hold rules. The membership attendance restriction period is not consistent with the payment cycle. For example, the membership auto-payment takes place every month but the attendance restriction is applied every week. To update the detailed calculation log to display visits based on payment cycle, you must modify that membership to use Classic hold rules and ensure that the attendance restriction is consistent with the payment cycle. For example, if the membership auto-payment takes place every week, then the attendance restriction must be applied every week.
Action	Click the Action button in this column to open the action menu. From the menu, select the desired option.
Status	The status of the item. Statuses include Active, Inactive, and Expired. Note: When editing a client’s Purchase Option, a different status may be displayed than what’s shown on the Passes & Memberships page. For more information, see How can a Purchase Option be active and expired at the same time?
Details	Displays changes that have been made to the item, including whether the Purchase Option has been shared with a relationship, transferred to another client, deactivated, or set to convert. If the Purchase Option was edited, the staff member who made the changes will be listed. To see more information about the changes, click View details.
Payment Method	The method through which the automatic payments for the Purchase Option are paid. To change the payment method, click the Edit button , select a payment method, then click the Apply button .
Attendance Restrictions	Any restrictions that affect the use of the membership. For more information, see Attendance restrictions. To modify the number of remaining visits, click the Edit button and use the pop-up to add or remove visits as needed, then click Save.
Remaining	The number of sessions available on the item that haven’t been applied to a visit. This column only appears for packages, session passes, events, and drop-ins. Note: A client’s Purchase Option may have a negative number of remaining visits. For more information, see FAQ: Why Does this client’s Purchase Option have a negative number of remaining visits?
Used	The number of visits that have been reconciled using the Purchase Option. If the Purchase Option has been auto-renewed, this column shows the number of visits used since the most recent auto-renewal. This column is only available for packages, memberships, session passes, events, and drop-ins. Clicking on the number under this column will open the attendance history of the client who owns the item and display the details of the used visits. Notes: When a client books a service that requires staff approval, a visit from their session pass or membership won’t be used to pay for the booking until the request has been approved by a staff member. For packages, the Used column shows the total number of used visits from all the Purchase Options included with the package.
Upcoming	The number of upcoming uses of the item. This column is only available for memberships, packages, session passes, events, and drop-ins. Clicking on the number under this column for memberships and events will open the attendance history of the client who owns the item.
Past Visits	The total number of visits that have been reconciled using the Purchase Option before its most recent auto-renewal. This column will only be displayed after the Purchase Option has automatically renewed at least once. Clicking the number under this column will open the attendance history of the client who owns the Purchase Option and list all the past visits made by the client before the Purchase Option’s most recent auto-renewal.
Waitlisted Sessions	The number of sessions of the event for which the client is on a wait list. This column is only available for events.
Purchase Date	The date on which the item was originally purchased. This date won’t change if the item is auto-renewed.
Paid By	The client who paid for the gift card. This column is only available for gift cards.
Price	The price of the gift card. This column is only available for gift cards.
With	The staff member who is hosting the service. Click the staff member to view their staff profile. This column is only available for events and drop-ins.
Location	The business location at which the service is hosted. This column is only available for events and drop-ins.
When	The date and time of the service. This column is only available for events and drop-ins.
Expires	The date on which the Purchase Option expires. If the Purchase Option doesn’t expire, Never expires will be listed in this column. This column is only available for Purchase Options.
Terminates	The date of termination for the Purchase Option. If no termination date is set, this column will be empty. This column is only available for Purchase Options.
Total price	The total price of the item and a breakdown of the total price, including the subtotal, taxes, discounts, and any other charges. This column is only available for packages, session passes, events, and drop-ins.
Next Auto-Renewal	The date of the next auto-renewal of the membership. This column is only available for memberships.
Last Auto-Renewal	The date of the most recent previous auto-renewal of the membership. This column is only available for memberships.
Start Date	The date on which the membership became active. If the membership has been auto-renewed, this date will reflect the date on which the auto-renewed membership became active. This column is only available for memberships.
Purchase Price	The purchase price of the membership and a breakdown of the purchase price, including the subtotal, taxes, discounts, and any other charges. This column is only available for memberships.
Scheduled Payment	The next scheduled payment of the membership and a breakdown of the scheduled payment, including the subtotal, taxes, discounts, and any other charges. This column is only available for memberships.
Renewal Price	The renewal price for memberships that auto-renew and a breakdown of the renewal price, including the subtotal, taxes, discounts, and any other charges. This column is only available for memberships.
Auto-Renew "Auto-Convert"	If the Auto-Renew option is set to ON, auto-renewal for the Purchase Option is enabled. If the option is set to OFF, auto-renewal for the Purchase Option is disabled. Click the toggle to turn auto-renewal on or off. This column is only available for Purchase Options. Notes: If you disable auto-renewal for a membership that has previous hold days, a confirmation popup is displayed to indicate that the duration of the membership will be extended by the same number of days. This option determines whether the changes you make to a Purchase Option’s in the After Expiration setting will be applied to the client’s Purchase Option. For more information, see Can I change the automatic renewal or conversion behavior of previously sold Purchase Options?
Purchase ID	The Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt.
Staff Commission	If a staff member has received commission for the purchase, the staff member is listed here. You click the staff member to view their staff profile.
Commission	The pay rate used to apply the staff member’s commission. This column is only available for memberships, session passes, events, gift cards, and drop-ins.
Pay rate	The pay rate used to apply the staff member’s commission. This column is only available for packages.
Point of Sale	The point of sale from which the item was purchased. If a Purchase Option is imported from another software, Imported will be displayed. If a Purchase Option is imported from another software but the start date is set to a future date, Undefined will be displayed.

Actions on the Passes & Memberships page

Action	Description
Attendance history	Select this option to view the client’s attendance history for the Purchase Option. For more information, see Viewing a client’s attendance history.
Edit Purchase Option	Select this option to view information about or make changes to the client’s Purchase Option. For more information, see Customizing an individual Purchase Option. This option is only available for Purchase Options.
Payment schedule	Select this option to view or make changes to past and upcoming payment information for the membership. For more information, see Viewing or adjusting a client’s membership payment schedule. This option is only available for memberships.
Put on hold	Select this option to place a hold on the membership or session pass. For more information, see Placing a membership on hold or Placing or modifying a hold on a session pass.
Change hold	Select this option to change the hold period for a membership or a session pass. This option will only appear for a membership or a session pass that has been put on hold.
Re-send email to gift card recipient	Select this option to re-send the email containing the gift card information to the recipient of the gift card. You may change the name and email address of the recipient when you select this option. This option is only available for gift cards.
View details	Select this option to view details about the gift card. This option is only available for gift cards.
Transfer	Select this option to transfer the Purchase Option to another client. For more information, see Transferring a Purchase Option. This option is only available for active Purchase Options.
Manage staff commission	Select this option to choose a staff member who will receive commission for the purchase of the Purchase Option. This option is only available for Purchase Options, gift cards, and drop-ins. For more information, see Managing commissions for staff members.
Email receipt	Select this option to email a receipt for the purchase of the item to the client’s email address. For more information, see Emailing receipts.
Print receipt	Select this option to print a receipt for the purchase of the item. For more information, see Printing receipts.
Receipt printer	Select this option to print a receipt for the purchase of the item using a receipt printer. For more information, see Printing receipts.
Refund	Select this option to refund the purchase of the item. For more information, see Refunding a transaction or purchase.
Convert	Select this option to convert the session pass or membership into a new Purchase Option, after expiry. For more information, see Setting a Purchase Option to convert. This option is only available for memberships and session passes.
Cancel [membership/event]	Select this option to cancel the membership or event booking. For more information, see Canceling a client’s membership and Canceling an event booking. This option is only available for memberships and events.
Deactivate	Select this option to deactivate the package, session pass, or gift card. This option is only available for packages, session passes, gift cards, and drop-ins.
Activate	Select this option to reactivate a canceled or deactivated item.

Session passes

Why is there a discrepancy between the number of visits on a session pass and the attendance restriction allowance?

Membership settings

Session pass settings

Create, modify, or duplicate a session pass