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Product Your data stays on your websiteOnline payments and depositsInvoices and credit notes, built inWorks with the tools you already useBooking forms that ask the right questionsTeam sign-in, no dashboard accessAccessible to every customerSafe, signed updates All features
Booking kinds AppointmentsGroup bookingsRequests you approveFree bookingsSeveral services in one visitClasses and coursesEvents with ticketsRooms, desks and equipmentWaiting list
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Passes and memberships

How customers use a pass

Customers pay with their pass or membership code at the last step of the booking form. One use is taken for each place they book.

Plans
Plans: Solo, Pro
In the plugin
Your booking form, at Check and confirm

Solo and Pro plans. Passes come with the Solo and Pro plans; memberships with Pro. Compare the plans.

When you need it

  • You want to explain to a client how to book with their pass.
  • A client says their code doesn’t work.

Before you start

  • The customer has bought a pass (or you sold them one) and has its code from the email.
  • The booking set-up must have Accept passes and memberships on.

Step by step

  1. The customer books as usual, entering their details, including their email address, along the way.

  2. At Check and confirm, under How would you like to pay?, they choose Use my pass (or Use my pass or membership when you offer memberships).

    [Screenshot to come] It will show: The Check and confirm step: How would you like to pay? with Use my pass chosen, Your code PS-7KQ2-M9XA after Check code, and the line showing the uses left and the use-by date.
    The booking form’s last step with a pass code checked and the uses left (The booking form on the website: Check and confirm)
  3. They type the code in Your code, such as PS-7KQ2-M9XA, and press Check code. The code works only with the email address they entered.

  4. When the code is right, they see how many uses are left and until when, such as “6 advice sessions: 5 uses left, to use by 1 May 2027.”

  5. They confirm the booking. The summary shows it is paid with their pass, and one use is taken for each place booked.

Tips

  • Pass codes start with PS- and membership codes with MB-. Spaces and small letters don’t matter.
  • A use comes back if you cancel the booking, or if the customer cancels in time (the pass type’s Cancel in time to get the use back).
  • Customers are emailed a reminder a week before their pass runs out.
  • When you add a booking yourself, type their code in Pass or membership code (optional): see Add a booking by phone.
  • If you switched on Offer “Buy a pass” on the booking form, customers without a pass see Don’t have a pass yet? Buy a pass.

Common problems

“We couldn’t find a pass or membership with that code for this email address.”
The code and the email address must match the pass. Ask them to check both against the email they got, or look the pass up in Sold passes. For safety, the message is the same for a wrong code or a wrong email.
“Enter your email address above first: your code works with it.”
They need to fill in their email address earlier in the form, then check the code again.
“This pass has no uses left.” or “This pass can be used until …”
The pass is used up or has run out. They can buy a new one, or you can add uses in the pass’s Details.
“This pass can’t be used for this booking.”
The pass doesn’t cover what they are booking. Check What it covers on the pass type.
“Passes and memberships can’t be used for this booking. Please choose how to pay.”
The booking set-up has Accept passes and memberships off. Switch it on if passes should be accepted.
“This pass can be used once it has been paid for…”
The pass type doesn’t allow use before payment. Mark the pass as paid in Sold passes → Details when the money arrives.

New to CaliDiary?

Start on the free plan, with no booking limit. Upgrade only when you need to.