7. Assigning Passes

Bookamat provides a number of quick and convenient ways to assign clients with credits / packs or memberships.

1. Assign A Pack

If you have created credit pack pricing, you will see an ‘Assign New Pack’ button on your My Business > Schedule page. You can use this button to quickly assign clients with packs without needing to book the client into a specific class.

Credit packs assigned in this way can also be back-dated which is useful if migrating from another system. The assigned pack will also create an outstanding payment for the client on the My Business > Billing > Outstanding page.

How do I assign a new pack? 

1.	Go to My Business > Schedule
2.	Select the Assign New Pack button
3.	Complete the form 
4.	Select Assign Pack to confirm

Example

Example of how to assign a client with a new pack, pass or membership.
Example of how to assign a client with a new pack, pass or membership.

2. Select An Activity

Every activity displayed on the My Business > Schedule page has an Options > Add Participants button. Using this button offers a fast way to assign a client a new casual, weekly reservation or credit pack.

This method books the client into the selected class and creates an outstanding payment for then on the My Business > Billing > Outstanding page.

How do I assign clients passes through the schedule? 

1.	Go to My Business > Schedule
2.	Select the Options > Add Participant for the desired activity
3.	Locate the desired client and choose a pricing plan for them 
4.	Select Add Participants to confirm

Example

Example of how to add participant into an activity using Bookamat.
Example of how to assign a client with a new pack, pass or membership.

3. Complimentary Credits

Complimentary credits are a great way for businesses to reward customer loyalty and/or an easy way to add bookings that were paid for outside of Bookamat.

They can also help with loading carry-over credits when moving from another booking system. Complimentary credits won’t show on client invoices and can be added up to 20 credits at a time from the My Business > Credit page.

How do I assign complimentary credits? 

1.	Go to My Business > Credits
2.	Select the Assign Complimentary Credits button
3.	Complete the form 
4.	Select Assign Complimentary Credits to confirm

Example

Example of how to assign a client with complimentary credits using Bookamat.
Example of how to assign a client with complimentary credits.