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Customer Reservations
Can I make customer reservations myself?
Can I make customer reservations myself?

Create single and bulk reservations for your customers

Sharon avatar
Written by Sharon
Updated over a week ago

How reservations work

Punchpass allows you to accept reservations from your customers. They can also make reservations themselves online while they're at home or on the go and you can also make reservations for them.

Ways to make a reservation for your customer

You have multiple options to create reservations for your customers!

1. Add a customer to a class

You can create customer reservations by navigating to a class details page from the Schedule.

Have a drop-in?

The best way to handle drop-ins is to create a reservation for the person in the class and assign them a pass if necessary.
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โ€‹Here's more information on how to handle drop-ins and add a customer to class

2. Make multiple reservations or create a single reservation from the customer account

Navigate to the customer account and scroll down to the Reservations in Upcoming Classes section, click the + Reservation button.

You'll now be on the Create Reservations page for the customer. You'll see your upcoming classes listed there, and you can check off the boxes for whichever classes they'd like to reserve... whether that's one class or many!

  • Use the search feature to filter the classes; for example, typing 'surfing fundamentals fri' will filter the list display only those classes.

  • Select the option to send a confirmation mail.

  • And press the Register Customer for Selected Classes button to save.

  • If the class is full, they will be added to the waitlist.

We'll also highlight if they already booked into a class and if the class is full so you can add them to the waitlist.

3. Create standing reservations to pre-book a favorite class time

If you have regular customers who always attend a certain class time, you should check out our standing reservations feature (available on our Banyan and Redwood plans).

From the customer account press the +Standing Reservation button, or navigate directly to the Reports section and press the +New Standing Reservation button.

Turning off public reservations

Want to show your schedule online but restrict the public from making reservations online?

If you prefer a personal touch or to screen reservations for classes, you can adjust each of your class reservation settings so that customers can see the class on the schedule, but can't register themselves.

They'll need to work with you to reserve a spot, and you can manage the reservations while you're logged in to Punchpass. ย 

To do this, navigate to Manage Classes, select the class, and from the Actions menu, press Edit.

This opens a class details page and over in the Reservation Settings, turn off the option to accept reservations for this class.

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