Redeeming Passes to Pay for Appointments

Written by Nookal
... on a fabulous February day.

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📖 In This Article

›Purchasing a Pass
›Purchasing a Pass from a Class
›Redeeming the Pass

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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: Redeeming a Pass.

Click on the Client Appointment in the Diary.

In the Classic view, click on 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 Setup > Items > Services > Select Allow Redemptions.

Click Purchase Pass.

In Fresh View, click on Generate Invoice.

Select Purchase Pass and click Confirm.

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.

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

Click Save Invoice.

Once the Pass has been purchased, follow the steps below to redeem the pass for the appointment when required.

Purchasing a Pass from a Class

If your Client is already booked into a Class, and they wish to purchase a new Pass, then the redemption is automatically made against that Class booking.

  Click on the Class.

Click on the Client who wishes to purchase a Pass.

On the right-hand side blue panel, click Purchase Pass.

This will create an invoice. Once the client has been invoiced, then a redemption will automatically have occurred for this Class.

Redeeming the Pass

Click on the Appointment.

In the Classic view, click on 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.

Click Redeem Pass.

In Fresh View, click on Generate Invoice.

Select Redeem Pass and click Confirm.

Select the appropriate Pass and Provider Number.

Click Confirm.

The Appointment window will display Pass Redeemed.

In Fresh View:

Client Passes can be managed via the Client Profile > Passes.

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