How Do I Create Punch Passes?

IN THIS ARTICLE:
Learn how to create new Punch Passes in the iClassPro Office Portal.

The first time you create a Punch Pass, the system will automatically create a "Passes" category in the POINT OF SALE>CATEGORIES section and automatically assign that category to the Punch Pass.

Creating a new Punch Pass

To create a new Punch Pass that can be purchased via the Point of Sale system, navigate to USER MENU>PUNCH PASSES.punch01.png
Click CREATE NEW PASS:punch02.png

When creating a new Punch Pass, you will need to enter the following information:

Title & Description

  • Title – Used to identify the Punch Pass; will be displayed in the Point of Sale, Office Portal (when staff are viewing Punch Pass information) and to parents in both the Customer Portal and Check-In Kiosk (if those options are enabled)
  • Description – only viewable to Staff members in the Point of Sale screen.
  • Image (optional)

Details

create_punch_pass.png

  • Visibility
    • Available for Sale – determines whether a Punch Pass is available for purchase within the Point of Sale system in the Office Portal.
    • Disable Sale on Customer Portal - determines whether a Punch Pass is available to purchase from within the Point of Sale system in the Customer Portal/Mobile App. (By default, all Punch Passes are eligible for purchase from the Customer Portal/Mobile App if SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>PUNCH PASSES>”Enable Purchase on Customer Portal Point of Sale” is enabled.)
    • Disable Redemption on Customer Portal - determines whether a Punch Pass is available to be redeemed from the Customer Portal/Mobile App. (By default, all Punch Passes are eligible for redemption from the Customer Portal/Mobile App if SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>PUNCH PASSES>”Enable Redemption on Customer Portal” is enabled.)
  • Price/Priced Per Use
    • PRICE – purchase price of the Pass is a single flat amount
    • PRICED PER USE – purchase price of the Pass is determined by the number of uses defined
  • Max # of Uses/Unlimited
    • If “Priced Per Use”, this becomes “Default # of Uses”
  • Max # of Passes Issued/Unlimited
    • MAX # OF PASSES – limits the number of specific Punch Passes that can be sold
    • UNLIMITED – there is no limit to the number of specific Punch Passes that can be sold
  • Pass Date options
    • Has Start & Expiration Dates
    • Has No Expiration (Requires start date)
    • Expires “X” Many Days from Purchase
  • Program – used when a charge is created for the item; can be used to help filter financial reports to reflect Punch Pass purchases.
  • Charge Category – used when a charge is created for the item; can be used to help filter financial reports to reflect Punch Pass purchases.
  • Tax Rate – used when a charge is created for the item.
    • Use Program Tax Rate (the system will use the location-specific tax rate associated with the selected program -- this is the default setting if nothing else is selected)
    • Select a specific Tax Rate (this will override any location-specific tax rate associated with the selected program)
    • Tax Exempt (if enabled, sales tax will not be figured when a sale is recorded for this Punch Pass, even if a tax rate is assigned to the selected program)

For Classes

  • By Location/Program
  • By Individual Classes

Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).