IN BRIEF:
Punch Passes can give families a prepaid, package-style option for booking eligible appointment timeslots. When configured with the correct restrictions, businesses can control which appointment Programs allow Punch Pass redemption in the Office Portal and Customer Portal/Mobile App. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Configuring Punch Passes for appointments
    • Additional configuration tips
  • Purchasing the Punch Pass
    • Redeeming a Punch Pass in the Office Portal
    • Redeeming a Punch Pass in the Customer Portal/Mobile App
• Additional Details
  • Important notes
  • Interactive Demos
• Troubleshooting & FAQs
• Related Articles

Overview

Appointments allow customers to book individual timeslots directly, while Punch Passes allow students or families to prepay for a set number of eligible bookings. Businesses can use Punch Passes with appointments to offer flexible, package-style pricing for services that customers may book as their schedule allows.

By default, any Punch Pass that is not limited to specific classes or Programs can also apply to appointments. To control which Punch Passes apply to appointments, configure appointment services under dedicated Programs and restrict the Punch Pass by Location or Program.

When a family purchases a Punch Pass through Point of Sale, the System makes the pass available from the student or family account based on the selected Holder Type. Staff members and customers can then redeem the pass for eligible appointment timeslots, depending on the pass setup and Customer Portal settings.

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Accessing the Feature

Punch Passes and appointments interact through several areas of the System:

1. To configure Punch Pass restrictions, go to the Punch Pass setup area where passes are created and managed.
2. To purchase a Punch Pass for a family or student, use the Point of Sale feature.
3. To redeem a Punch Pass from the Office Portal, open the family or student account and go to the Enrollments view.
4. To redeem a Punch Pass from the Customer Portal/Mobile App, customers go to My Account and select Passes for the appropriate student.

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Step-by-Step Instructions

Configuring Punch Passes for appointments

1. Create appointment services in a dedicated Program that is separate from classes.
   • This helps the business control which Punch Passes apply to appointment bookings.
   • This also helps separate financial and booking data when needed.
2. When configuring the Punch Pass, set the pass restrictions By Location/Program.
   • Select the Location or Program that contains the eligible appointments.
   • This limits redemption to appointments within the selected Program.
3. If the business offers multiple appointment services, consider creating separate Programs for each service.
   • This allows more precise control over which Punch Passes apply to each service.
   • This can also help keep reporting and booking data organized.

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Additional configuration tips

• By default, a Punch Pass that is not limited to specific classes or Programs can also apply to appointments.
• To ensure that a pass only applies to appointments, create appointments in a dedicated Program and restrict the pass By Location/Program.
• If the business offers multiple appointment services, separate Programs can help control which Punch Passes apply to each service.
• Separate Programs can also help organize financial and booking data.

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Purchasing the Punch Pass

1. Sell the Punch Pass through the Point of Sale feature.
2. Assign the pass based on the configured Holder Type.
   • A student-level pass applies to a specific student.
   • A family-level pass may apply to any eligible student linked to the purchasing family.
3. After purchase, confirm that the Punch Pass appears in the Enrollments view under the student or family account.

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Redeeming a Punch Pass in the Office Portal

1. Open the family or student account.
2. Go to the Enrollments view.
3. Locate the active Punch Pass.
4. Select the punch icon next to the pass.
   • The System displays eligible classes and appointments.
5. Choose the appointment timeslot to redeem a punch.

After redemption:

• The Utilized count increases.
• Staff members can select the hyperlinked Utilized number to view which appointments were booked using the pass.

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Redeeming a Punch Pass in the Customer Portal/Mobile App

1. The customer logs into the Customer Portal/Mobile App.
2. The customer goes to the My Account screen.
3. The customer selects the Passes icon for the appropriate student. 
   
4. Next to the desired Punch Pass, the customer may see the following options:
   • Use for Class
   • Use for Appointment
5. The customer selects Use for Appointment and follows the prompts to book an eligible appointment.

After a punch is used:

• A punch icon fills in on the pass.
• When hovering over the punch, the appointment name and date display.
• The corresponding appointment appears on the student’s Enrollments list. 
  

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Additional Details

Important notes

• Appointments cannot be set as Punch Pass Only.
• As long as the individual Online Settings allow, appointments remain visible and bookable in the Customer Portal using the associated appointment pricing schedule.
• Appointments with Group Appointment enabled are not eligible for Punch Pass redemption.
• Hovering is not supported on mobile devices.

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Interactive Demos

Full walkthroughs are available in the following Interactive Demos linked from the Education Corner, accessible from the Office Portal’s Welcome screen:

• Appointment Bookings in the Office Portal
  • See the chapter titled "Redeeming a Punch Pass for Appointments."
• Appointment Bookings in the Customer Portal
  • See the chapter titled "Redeeming a Punch Pass for Appointments."

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Troubleshooting & FAQs

• Why does a Punch Pass appear for appointments?
  • A Punch Pass that is not limited to specific classes or Programs can also apply to appointments. To control appointment redemption, configure the pass By Location/Program and select the Program that contains the eligible appointments.
• Can an appointment be set as Punch Pass Only?
  • No. Unlike classes, appointments cannot be set as Punch Pass Only. If Online Settings allow the appointment to display, customers can still book it through the Customer Portal using the associated appointment pricing schedule.
• Why is an appointment not available for Punch Pass redemption?
  • Confirm that the appointment belongs to the Program allowed by the Punch Pass restrictions. Also confirm that Group Appointment is not enabled, since appointments with Group Appointment enabled are not eligible for Punch Pass redemption.
• Where can staff see which appointments used a Punch Pass?
  • In the Enrollments view, select the hyperlinked Utilized number for the Punch Pass. The System displays the appointments booked using that pass.
• Why can a mobile customer not see appointment details by hovering over a punch?
  • Hovering is not supported on mobile devices. The customer can still review the corresponding appointment from the student’s Enrollments list.

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Related Articles

• How Do I Create Punch Passes?
• How Are Punch Passes Purchased/Sold in the Office Portal?
• How Do Punch Passes Work in the Customer Portal?
• How Do I Create an Appointment Booking in the Customer Portal/Mobile App?
• How Do I Configure the Appointments and Filters Settings for the Customer Portal? (Other Settings)

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