With Punchpass, you can easily change which pass was applied to an attendance. This article will guide you through the steps to make this adjustment.
Accessing Attendance Records
Changing the pass used requires navigating to the attendance records.
There are a few places to access customer attendance information within Punchpass: the Reports section, each of the class details pages, and from the customer accounts.
From the customer accounts, we show the classes someone attended on each pass details page.
For active passes: Click on the pass and scroll down to the Classes section. Click on the class name to access the attendance information.
For active memberships: Click on the membership, select the membership pass. From the pass details page, scroll down to the classes section and click on the class name to access the attendance information.
For expired/full passes and memberships: From the customer account, select the History tab and select the desired pass or membership.
Change the Pass Assigned from a Class Details page
From each class details page, you have a few options to change the pass assigned to an attendance.
Option 1: Change the Pass Using the Change Pass Button
This is a great option when someone has multiple active and eligible passes on their account and you manually wish to choose the pass used for attendance.
Here's how to change the pass:
From the class details page Attended list, click the three-dot icon to the left of the customer's name and select the Change Pass option.
A pop-up window opens listing all of the active passes on the customer account, select an option and press the Change Pass button to save.
Option 2: Change the Pass by Editing the Attendance
This option is great if you want to assign a pass that might not regularly be eligible for the class or if you'd like to apply an expired pass, membership, or ticket from the customer account to apply towards the attendance.
Here's how to change the pass:
From the class details page Attended list, click the three-dot icon to the left of the customer's name and select the Edit option.
This takes you to the Edit Attendance page where you can change the pass assigned.
And you might see something similar to these options to select:
Assigning a Pass to a "No Pass! Assign One" Attendance
Accidentally forget to make a pass eligible for a class? Have a customer is showing as a "No Pass! Assign One" who wants to purchase a pass after class? After taking attendance, you can also assign a pass.
How to Assign a Pass to a "No Pass! Assign One" Attendance
From the class details page Attended list, click the No Pass! Assign One button.
Select the eligible pass to apply (or assign a new one) to the attendance and press the Assign Selected Pass button.
Not seeing an active ticket available?
The system will show the passes, memberships, and tickets that are active and eligible for the class. For tickets, they’re only eligible for the specific event, workshop, or class that they're a ticket for.
You can either assign a new ticket and manage the existing one or you can edit the attendance (see above) to use an existing ticket on the customer account.