Making Adjustments to Passes

Modified on Thu, 22 Apr 2021 at 02:39 PM

This article provides instruction on how to adjust passes for either number of visits or days until expiry.

Step 1. Go to the relevant family and select the view pass option associated with the relevant pass.

Step 2. Select Adjustment

This will show you information on the pass and actions you can take:

Step 3. Select the dropdown box next to "Pass / Entry Adjustment Value". This will allow you to reduce (or increase) the number of passes up to the total entries associated with this pass. e.g. if it is a 10 visit pass and no entries have been used you will only be able to decrease the pass to a total of 10, if 5 visits have been used you will have the option to either increase the pass by 5 or decrease the pass by 5.

If needed, you can also adjust the number of days until expiry by clicking on the drop down menu next to "Expiry Days Adjustment Value" if you need to shorten this for any reason.

Step 4. Record any notes if required in the Adjustment Notes field

Step 5. Click the blue "Process Adjustment" button in the bottom right hand corner.

You can see all transactions on the pass under "Pass Activity".

On the family screen, you can see how many passes remain.

Last updated 22 April 2021