Add a pass to Multiple Accounts or Tag Groups at Once

Introduction

Easily add passes to multiple user accounts in one go—saving you time and effort! ☺️

⚠️ Please note: The bulk add pass function does not update unpaid bookings automatically.

If a user has any unpaid bookings, the newly added pass will not be applied automatically. After finishing the bulk add, please go to the customer's account or Operations Overview > Unpaid Bookings to manually link the course card to the correct booking.

👉 What is "Unpaid Classes"?

Add a pass to Multiple Accounts or Tag Groups at Once

[Instructions]

1. Click "Users" in the left sidebar.

2. Select the "Add Course Card" tab.

3. Choose the target users (multiple selections allowed).

4. Click "Continue."

5. Configure the course card.

6. Edit the course card details.

7. Click "Continue."

8. Click "Confirm."

Class package passes: Only book upcoming sessions

If the pass you select is a class package pass, an extra toggle appears while you edit the course card details: Only book upcoming sessions (Past package sessions will be skipped for this assignment.).

• The toggle is off by default, so the package books every session bound to the pass unless you turn it on.
• Turn it on to skip the sessions that have already taken place, so each customer is only booked into the classes still to come.
• Your choice applies to everyone in the batch.
• It is shown only when you are adding a new pass and only for class package passes — not when editing an existing pass, and not for other pass types.

Check Pass Purchase Info

[Instructions]

1. Click "Operations Overview" in the left sidebar.

2. Select the "Order Payments" tab.

3. Click "Confirmed Payments" to view all confirmed orders.