How to manage customer passes

How to manage customer passes

Passes in Nabooki are a convenient way to manage multiple-session services, such as classes, workshops, or memberships. This guide will walk you through how to view, edit, and manage passes to ensure smooth operations for your business.

Go to CRM > Passes to view and manage the details of the purchased passes (multiple session service). This page will display the customers' pass details, such as the customer's name, total, booked, remaining, validity, and payment status.

Total: The total number of passes purchased by the customer.
Booked: The number of passes that the customer has already used.
Remaining: The number of passes left for the customer to use.
Valid until: The expiration date for the passes.
Payment: Indicates whether the passes have been fully paid, partly paid, or not paid.




How to edit a pass

This will redirect to the Booking Ticket > Sessions tab. This window will contain the pass details, allowing you to modify the validity and total number of sessions.





How to change the total number of sessions

Select 'Edit' next to the numerical value or "Unlimited" to thr right of 'Total sessions:' to be display the following window.

Use "0" to set the value to unlimited sessions (can be used in conjunction with expiry dates for select uses).
Or enter a numerical value to update the total number of sessions.

How to change the validity of the pass

A date picker will display, allowing you to either set an expiry or extend a pass.



View payments

This will redirect to the Booking Ticket > Payments tab. This window will contain the details of the payment.




    • Related Articles

    • How to enable, view, integrate and manage customer reviews

      Customer's feedback can be enabled and a request for feedback will be sent via email to the customer once the service is finished. This was created to see the feedback of customers on how they found the service or product. This can be used to help ...
    • Customer Login Feature

      This article will outline our feature that allows customers to log in to their own individual profiles, which will contain their existing bookings and other useful features. This great feature can be used as a central hub for all of your booking ...
    • How to disable customer reviews

      Feedback isn't always needed for businesses. This is why it can be disabled if necessary. There are two ways to disable customer feedback email: For all customers  Using the left navigation menu, go to  Setup > Notifications > Customer ...
    • How to manage cookies

      What are cookies? Cookies are small text files that websites place on your device (such as a computer, smartphone, or tablet) when you visit them. These files contain data that websites use to recognise you and remember specific information about ...
    • How to export customer details

      You can export a CSV, XLS or XML file containing all customer details such name, email, mobile, latest booking made on/for and total bookings as for any selected date range. Details of the booking report can be filtered depending on your need by ...