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How do I add my customers' partially used passes to Punchpass?
How do I add my customers' partially used passes to Punchpass?

You can convert your customers' current pass data into Punchpass so you can start taking attendance right away.

Chris avatar
Written by Chris
Updated over a year ago

If you had a pass system before moving to Punchpass, you probably have customers who have current passes with remaining punches. You'll want to make sure your converted customers have pass information that reflects their current status.

How to assign a partially used pass to a customer account

For customers who are part-way through a pass, from their customer account, press the button to assign a pass.
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When assigning the pass, you'll press the Assign Pass Then Edit It button. Here's what the screen looks like:

Now, you can edit the details of that person's in-progress pass to match their partially used pass.

Press Save after making any changes.

What details you can edit:

  • Purchase date

  • Active date

  • Number of visits

  • Expiration date*

  • Option to suspend pass

  • Price

  • Refunded amount

  • How the customer paid

For more details on editing a pass when assigning it, please see this guide.

After assigning a pass, if you need to make any changes you can edit the pass by clicking on it from the customer account.

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