Here are examples of passes frequently created in Punchpass and an explanation of the settings they use.

Note: If you change the settings of an existing pass, the new start date will only impact any future passes assigned to customers - it will not affect passes that have already been assigned.

Creating a Pass That Becomes Active and Available at the Time of Purchase

Passes with these settings might be a drop-in pass, a 5-class pass, or an unlimited pass that's valid for a month.

Use the following settings for any pass that you'd like to become active when purchased or assigned to the customer, and you'll see the expiration date on the pass listed at the time of purchase too.

Settings to use for a pass that becomes active at the time of purchase

When does this pass become active for attendance? To make the pass active at the time of purchase, select the option, "Immediately when assigned."
How long is the pass good for? Choose your preferred length. After selecting the pass length, you'll then be prompted to answer:
How should we calculate the pass expiration date? To have the expiration date set when the pass is purchased, select the option, "Set expiration date when pass assigned to customer."

Here's an example of a pass that becomes active when assigned and has the expiration date defined when purchased:

Creating a Pass with a Future Start Date

You can create a pass that customers can purchase today and that becomes active to use on a date in the future.

For example, in December you start selling a January Special pass. You want this pass to become active and available for attendance on January 1st.

Limitations of these pass settings

If a customer purchases that pass, and then comes to class in December, that pass will not be used for class attendance. They'll need another pass to use for December.

On January 1st, the pass will become active and eligible to be used for attendance. You don't have to do anything to 'enable' the pass - it happens automatically!

Settings to use for a pass with a future start date and a fixed expiration date

When does this pass become active for attendance? Select the option, "On a specific date."
Date the pass becomes active. Select the appropriate start date, the date the pass will become available for the customer to use.
How long is the pass good for? Select your desired pass length. In this example, we chose the option for 1 month.
How should we calculate the pass expiration date? Select the option to "set the expiration date when the pass is assigned to the customer." This will set this pass to be valid for the entire month of January when purchased.

Here's an example of what this pass looks like when assigned to a customer:

Creating a Pass that Allows reservations, but Doesn't Deduct Credits Until the First Use

You can create a pass that customers can purchase today, and use to make reservations for future classes, but doesn't have an expiration date set until it's first used for attendance.

For example, a customer purchases a pass that has been configured so Punchpass will set the expiration dates 21 days after it has been first used.

A customer purchased this pass on December 1st,
The pass is 'active' and immediately available for making reservations after purchase,
The customer comes to their first class on December 10th, attendance is marked, and the expiration date is set to December 31st.

The main thing to be aware of is that the expiration date is set based on the date of the first class where the first attendance is taken.

Limitations of passes with an expiration date set to first-use

Someone with this type of pass can book classes, but the expiration date isn't determined until attendance is taken for the first use of the pass, so they'll be able to make multiple reservations until that first class attendance is taken. This means they might appear as needing a pass if they booked more classes than the pass allows.

You might consider setting the start date to be a specific date if you're looking for more control over the customer reservations.

Settings to use for a pass with a first-use expiration date

When does this pass become active for attendance? You can choose immediately when assigned for someone to start making reservations at the time of purchase or select a specific date.
How long is the pass good for? Select the length of the pass.
How should we calculate the pass expiration date? Select the option to "Set the expiration date after first use of the pass."

Here's an example of what this pass looks like when assigned to a customer before an expiration date has been created:

Creating a Sliding-Scale Pass

You have the option to allow customers to pay what they wish from a range of prices. For example, a pass that's offered on a sliding scale, with payment options from $10-25.

When setting up a sliding-scale pass, customers will use the dropdown at checkout to select the amount they wish to pay. If you add tax to pass purchases in your account, the tax will be included in the pass price.

Considerations to make with sliding-scale passes

Passes with a donation range are not compatible with discount codes.

Settings to use for a sliding-scale pass

Are donations accepted for this pass? Toggle this to yes (the toggle will appear in green when active).
What is the minimum amount? Enter the minimum price for the pass, whole numbers only.
What is the maximum amount? Enter the maximum price for the pass, whole numbers only.

Creating a Content-Only Pass

If your plan supports access to the Content Library, then you can add access to content collections to any of your passes or memberships.

When creating a new pass with access to Content Library there are a few things to keep in mind.