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Passes & Payments
Passes, points, memberships and the payment flows behind them — creating passes, binding to classes, online payments, refunds, shop items and payment history.
31 articles
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1 articlePasses & Memberships
23 articlesPasses & Payments
Add a pass to Multiple Accounts or Tag Groups at Once
Learn how to bulk add a pass to multiple individual accounts or to all accounts under a specific tag group.
#passes#bulk add#tag groups
Passes & Payments
How do I create a new pass for my customers?
Passes (also known as class passes or membership cards) are the foundation of your booking system's payment structure. They allow customers to prepay for a set number of classes or points, which they can then use to book sessions. This guide walks you through creating new passes, configuring activation settings, and understanding how pass binding works to control which classes customers can access.
#passes#setup#memberships
Passes & Payments
Add, remove, or merge customer passes
Manage passes on a customer account, including safely reconciling an accidentally duplicated pass without adding its allowance twice.
#passes#customer accounts#manage
Passes & Payments
Allow Customers to Transfer Pass by Themselves
Allow customers to transfer their passes to others. This feature is disabled by default. If you allow customers to transfer passes to others, you can turn on this feature on the following location:Settings → Pass Settings → Transfer Pass There are two different types for customers to transfer passes:Transfer via Code: Customers generate a "Transfer Code" which they can share with others. Other customers use this code to complete the transfer and get the pass.Immediate Transfer: Enable it to allow customers to search for other registered customers in your studio and directly transfer their passes to them.
#pass transfer#customer#settings
Passes & Payments
How can I let customers book classes outside their pass validity dates?
By default, passes restrict customers to booking classes only within the pass validity period. However, some businesses need more flexibility - perhaps you want customers to book future classes even if their pass expires soon, or allow passes to cover classes taken before purchase. This guide explains two pass settings that give you control over date restrictions.
#passes#validity#booking
Passes & Payments
Automatically Remind Customers to Purchase a New Pass
To have the system automatically remind customers to purchase a new pass, turn on the Advanced Notifications feature. This setting allows you to send reminders based on the expiration date of customers current pass.* Pass reminder releases in version 12.05 Advanced Notifications .
#pass reminder#notifications#purchase
Passes & Payments
Class Package
Purchase pass = complete booking!The "Class Package" feature is perfect for businesses that bundle classes for sale and want the system to automatically book them when customers purchase a pass.
#class package#passes#auto booking
Passes & Payments
Customize labels for "Class, Pass, Calendar, Customer," etc.
Changes will apply to ALL of the selected term across the system.
#labels#customize#terminology
Passes & Payments
How to sell both "class passes" and "point passes" simultaneously.
Studios can sell both 'Class-based Passes' and 'Point-based Passes' simultaneously, allowing customers to book a class by deducting either class credits or points, providing them with more flexible class options.Admins must use version 13.03 or later to edit. The latest APP version is 13.02, while the latest web version is 13.03. To make edits, please temporarily use the web version.Studios with "Point System" enabled can now set up passes for sale as either "Class Passes" or "Point Passes".Customers can view class-based (session-based) and point-based passes listed by the studio by updating the APP to version 13.00 or later, or by using the web version of the system.
#class passes#point passes#setup
Passes & Payments
How to set the pass validty?
The activation date of the pass varies depending on different settings. Understand how long the pass can be used for.
#passes#validity#expiration
Passes & Payments
How to Unlist a Pass No Longer for Sale
When you need to stop selling a particular pass, you can refer to the 4 ways this article on unlisting passes.
#passes#unlist#sales
Passes & Payments
How to Verify Payment and Activate Passes
When customers purchase passes on the booking website and choose "cash" or "bank transfer" at checkout, the studio needs to verify the payment before customers can receive and use their purchased passes.
#payments#passes#verification
Passes & Payments
Let Clients Book Without a Pass
Can customers book appointments without purchasing a pass?Yes. If your business model involves in-person evaluation and payment, such as:1. Dental care (e.g., orthodontics)2. Permanent makeup and tattoos3. Legal consultations4. Financial advisory services5. Interior design and renovation estimates6. Pet training programsyou can enable the "Hide pass information from customer" setting.Once enabled, customers only need to register an account to book a time slot. They won't be required to select a pricing plan or complete any payment during the booking process. This helps streamline scheduling and lowers the entry barrier for new clients.
#no pass#booking#settings
Passes & Payments
Pass Terms and Conditions
Pass Terms and Conditions allows you to create waivers that customers must sign when purchasing specific passes. Unlike the general Terms and Conditions, you can create different waivers for different passes, allowing for customized agreements based on the type of membership or service package.
#pass terms#waiver#agreement
Passes & Payments
How do I extend pass expiration dates or temporarily suspend bookings?
When your business is closed for holidays, renovations, or other reasons, you can extend all customer pass expiration dates so they don't lose time on their passes. You can also temporarily suspend bookings to prevent new reservations during closure periods. This ensures customers aren't penalized when they can't use your services.
#pass extension#suspend bookings#holiday
Passes & Payments
Point System
Allowing passes to be set for sale as either 'Class-based' or 'Point-based.Learn how to set it up: https://app.omceanbooking.com/help/10/24/97Setting up Transfer of remaining points from expired passes to new passes (top-up Function).This feature is "automated." The system will determine whether to rollover new and old passes based on your settings. You can also manually merge the remaining points of passes through the "Rollover Pass" feature on the user page.Manual rollover pass feature: https://app.omceanbooking.com/help/10/23/74
#point system#passes#rollover
Passes & Payments
Terms and Conditions vs Pass Terms and Conditions
SimplyBook.me offers two different types of waiver features: Terms and Conditions and Pass Terms and Conditions. This article explains the key differences between them to help you choose the right one for your business needs.
#terms#waiver#comparison
Passes & Payments
Transfer Pass - Admins handle pass transfers.
Use Transfer when pass balance must move from one customer to another customer. Customer A keeps the original sales record, while Customer B receives a linked transferred pass with a sales price of $0 and the same unit value. You can transfer all or part of the remaining classes or points.Do not use Transfer to reconcile two passes owned by the same customer. Use Rollover to preserve both purchases, or Merge Duplicate Passes when one record was added by mistake.
#pass transfer#admin#passes
Passes & Payments
Why Passes Cannot Be Used
When customers inquire about why their pass cannot be used, you can assist them promptly by providing solutions based on this article.
#passes#troubleshooting#activation
Passes & Payments
Rollover Pass
Use Rollover when both passes are legitimate purchases and both purchase records must remain. Rollover moves the unused classes or points and their unit value from one pass to another pass. It does not delete either pass and it does not combine the two payment records.Do not use Rollover to clean up an accidentally duplicated pass; use Merge Duplicate Passes for that. Do not use it to move balance to another customer; use Transfer Pass.Automatic rollover can also be configured through the Point System custom feature.
#rollover pass#merge points#passes
Passes & Payments
How to transfer pass as customer?
If your purchased pass allows you to transfer it to others, you can refer to this guide to understand how to transfer your pass to someone else.The transfer feature offers two convenient ways to transfer passes. Please refer to the following instructions based on the transfer method enabled by the studio:Transfer Code: When transferring a pass, customers will generate a "transfer code" to be provided to the recipient for completing the transfer process.Instant Transfer: With instant transfer enabled, customers can easily search for registered customers in your classroom and directly transfer their passes to them.
#pass transfer#customer#transfer code
Passes & Payments
How can I check passes that have been used up but have not yet expired?
Sometimes customers use all their pass credits before the expiration date. Tracking these "fully used" passes separately from expired ones helps you understand customer behavior, identify upsell opportunities, and manage your pass inventory effectively. This guide shows you how to find and filter passes by their status.
#passes#used up#filter
Passes & Payments
How do I extend pass validity for all students booked in a cancelled class?
When a class is cancelled due to an instructor's sudden absence, holiday, or other reason, you can quickly extend the pass validity for all affected students at once. This batch extension feature saves you from having to update each student's pass individually.
#batch extend#pass validity#cancelled class
Payments & Refunds
1 articleShop
6 articlesPasses & Payments
Shop Inventory Management
Track stock levels, manage inventory across multiple locations, and maintain accurate records with the inventory log.
#inventory#stock#shop
Passes & Payments
Shop Products & Variants
Learn how to add products, create variants for different sizes and colors, set pricing, and organize with categories.
#products#variants#categories
Passes & Payments
Shop Orders & Purchases
Process customer orders, verify payments, track deliveries, and manage the complete purchase lifecycle.
#orders#purchases#payment verification
Passes & Payments
Shop Troubleshooting
Solutions to common shop issues including products not appearing, inventory problems, pricing errors, and purchase issues.
#troubleshooting#shop#inventory
Passes & Payments
Shop
Sell physical products, digital media, and merchandise to your customers with a complete e-commerce solution.
#shop#ecommerce#products
Passes & Payments
How can I manage users shopping carts from the admin page?
Through the admin; shopping cart management feature, you can view customers shopping cart contents and status at any time, and you have permission to add or remove items.
#shopping cart#admin#management
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