Punchpass allows different user levels to keep your account secure while allowing others to log in and service your customers.
Account types in Punchpass
There are 3 different user levels within Punchpass.
1) Administrator
An administrator of your Punchpass account has full access to all data & features.
2) Restricted
Restricted users have limited access in order to protect your Punchpass account.
While they're logged in, restricted users can:
Take attendance,
Access self check-in,
Make reservations,
Print the class roster,
Send emails,
Assign passes,
Add new customers,
See customer profiles,
Start online classes (if using Zoom integration),
Add Class Content to individual classes
Restricted users cannot:
Access the Reports section,
See any revenue reporting on class details pages,
See any customer lists besides the Active Customers,
Download customer information from the Customers section of your account,
See your customer's email addresses on the View Customers list (so they cannot copy/paste the customer list),
Access Punchpass setup features via Manage (Settings, Classes, Passes)
Here's what the Home page for a Restricted user looks like:
3) Attendance-only
Attendance-only users have a limited view of the schedule and Punchpass account information. They can see today, 10 days into the future, and 10 days into the past.
You can further restrict their view so they see only the classes they are teaching. Please see this guide on adding users to your account.
Here's what the Home page looks like for an Attendance-only user without a limited view of the schedule:
And here's what the class attendance screen looks like for the attendance-only user:
While logged in, attendance-only accounts access can:
take attendance
access self check-in
print the class roster
add existing customers to class
add notes to the class
start online classes (if using Zoom integration)
Attendance-only users cannot:
access customer information
create customer accounts
email customers
manage passes
view the Reports section
or update the schedule.
Welcoming new customers with an attendance-only account
If a new customer arrives at your studio and someone with attendance-only access is there to welcome them, you'll want to encourage new customers to create an account or make a note for someone with a higher level of access to create an account.
Setting up an unattended tablet or mobile device for self check-in
When using an unattended device, tablet, or mobile phone for self check-in, we recommend creating a user account that's attendance-only specifically for the device. That prevents any access to data when exiting out of customer self check-in.
Adding Instructors and Users to your account
When you're ready to add a new team member to your account, please check out this guide.