Redeeming Passes to Pay for Appointments

Managing packages and discounts for Clients who purchase a certain amount of sessions is easy when using Passes. See the steps below to redeem Passes for appointments.

Passes need to be setup in Nookal for Clients to be able to purchase and redeem them. See Creating Passes for more information.


Purchasing a Pass

For clients that have already purchased a Pass, skip to the next section.

1. Click on the Client Appointment in the Diary.

2. In the appointment window, hover over Generate Invoice for the drop-down list of options to be displayed.

If the dropdown list does not appear, Pass redemptions are not enabled for this Service. Pass redemptions can be enabled via Practice > Setup > Services > Select Allow Redemptions.

3. Click Purchase Pass.

4. Select the appropriate Pass in the list of items.

Double check that you are purchasing the appropriate Pass as all the billable items will be in the list to choose from, not Passes only.

5. Enter amount and payment type as you would for any invoice.

6. Click Save Invoice.


Redeeming the Pass

1. Click on the Appointment.

2. In the appointment window, hover over Generate Invoice for the drop-down list of options to be displayed.

If the dropdown list does not appear, Pass redemptions are not enabled for this Service. Pass redemptions can be enabled in Practice > Setup > Services > Select Allow Redemptions.

3. Click Redeem Pass.

4. Select the appropriate Pass in the pop-up window.

5. Click Redeem Pass.

6. The Appointment window will display Pass Redeemed.

You can manage Client Passes via the Client Profile > Passes.

For more details on redeeming a Pass for Classes, click here.

 

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