Issuing a pass and adjusting the balance

Issue a pass

1. 1Open Passes and choose Issue a pass to a customer.
2. 2Choose the pass type and enter the customer's name and email.
3. 3Leave the code empty for Bookora to generate one, or type your own.
4. 4Choose the start date and, optionally, a reference such as an order number.
5. 5Tick Email the pass code to the customer and press Issue pass.

Balance history and adjustments

The pass page shows every event: issue, bookings, refunds from cancellations and manual adjustments. The balance is always calculated from the events, so it always matches the history.

• Adjust balance: add or remove hours or visits and write a reason.
• Valid until: extend or shorten the validity.
• Resend pass details to the customer if the code has been lost.