8. Activating Passes

All newly assigned client passes or packs must be activated before they can be freely scheduled into classes or activities.

Activation gives you more control over bookings and allows you to permit clients use their passes before you have collected their payment. 

Passes can be activated in three ways:

1. Record As Paid (manual)

On the My Business > Billing > Outstanding page, select the Payment Type in the Paid For With column and Save Changes. This will move the pass to the received payments page and activate the pass.

Example of recording a client cash payment in Bookamat.
Example of recording a client cash payment to activate their pack.

2. Set To Activate (manual)

On the My Business > Billing > Outstanding page, select Options > Activate next to the pass you want to activate. Activating a pass allows the credits to be accessed and rescheduled, but does not mark the pass as paid. You will see an Activated label next to the activated pass to remind you payment is still due.

Example of activating a client's pass in Bookamat prior to recording their payment.
Example of activating a client’s pass in Bookamat prior to recording their payment.

3. Online Payment Processing (automatic)

If online card payment processing has been enabled on your account, (My Business > Billing > Payment Settings) clients can pay online and their passes will be automatically activated and moved to the received payments page.

Example of an online card payment listed on the Billing > Received page in Bookamat.
Example of an online card payment listed on the Billing > Received page.

Once a pass has been activated, you can also use My Business > Schedule > Option > Add Participants to assign the additional credits into classes. When a client runs out of credits, you can simply assign them a new pass.