Solo and Pro plans. On the Free plan you see a preview of this in the plugin, with Start free Solo trial and See plans. Compare the plans.
When you need it
- A pass should cover consultations but not seminars.
- A membership should include one ticket type at your events.
Step by step
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Open the pass type (Passes → Pass types) or the membership type (Memberships → Membership types) and press Edit, or add a new one.
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Under What it covers, in Appointments, tick each service it covers, such as “Initial consultation”.
[Screenshot to come] It will show: What it covers: Appointments with Initial consultation ticked, Classes with Every class off and Bookkeeping basics ticked, Events with Year-end tax seminar ticked and Tickets for Year-end tax seminar set to The ticket types I choose with General ticked.Choosing the appointments, classes and event tickets a pass covers (Passes and memberships → Passes → Pass types → Edit) -
In Classes, keep Every class on (it includes classes you add later), or switch it off and tick the classes.
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In Events, tick each event. In Tickets for …, choose Any ticket, or The ticket types I choose and tick them, such as “General”.
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Save the pass or membership type.
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Check each booking set-up the customer books through has Accept passes and memberships on. In Appointments → Booking set-ups, press Edit: it is next to When customers pay. For classes and events, it is in the set-up’s Payment section.
[Screenshot to come] It will show: The Consultations set-up editor scrolled to When customers pay and the Accept passes and memberships toggle switched on, with its help text.The Accept passes and memberships switch in a booking set-up (Appointments → Booking set-ups → Edit booking set-up)
Tips
- A booking is covered only when everything in it is covered, for example when several services are booked together.
- Courses can’t be covered by passes or memberships.
- Accept passes and memberships is on unless you switch it off.
- The pass types list shows Covers: … for each one, or Covers nothing yet.