diff --git a/customers/family-accounts.mdx b/customers/family-accounts.mdx index d49583a..a8494a3 100644 --- a/customers/family-accounts.mdx +++ b/customers/family-accounts.mdx @@ -34,6 +34,8 @@ Family members can hold their own [memberships](/pricing/memberships) and [activ - [Single-user-only passes](/pricing/activity-passes#single-user-only) are locked to the specific family member chosen at purchase - The same membership cannot be purchased twice for the same family member +Purchased activity passes are visible in the family's customer profile. From the profile, you can see each pass's remaining redemptions, expiry date, and which family member it is restricted to (if applicable). Staff with the **Financial Dashboard** permission can also [manage purchased passes](/pricing/activity-passes#managing-purchased-passes) directly. + When purchasing a membership for specific family members, Sailia checks whether any of the selected users already hold that membership. If a duplicate is found, the purchase is blocked. diff --git a/pricing/activity-passes.mdx b/pricing/activity-passes.mdx index d12a867..b1cbc92 100644 --- a/pricing/activity-passes.mdx +++ b/pricing/activity-passes.mdx @@ -37,26 +37,48 @@ By default, an activity pass can be used by any participant in a booking. When y This is useful when you want to ensure a pass is non-transferable — for example, a 10-session pass that should only be used by one child rather than shared across the family. +## Family ownership + +Every purchased activity pass is linked to the buyer's [family account](/customers/family-accounts). This means: + +- The pass appears in the family's customer profile under activity passes +- Any family member can redeem the pass at checkout unless **Single user only** is enabled +- Staff with the **Financial Dashboard** permission can view all purchased passes across families, while customers only see passes belonging to their own family + ## Redeeming a pass -When a customer with an active pass books an eligible activity, they can apply the pass at checkout instead of paying the full price. Each booking deducts uses from the pass balance based on the number of participants. For example, a booking with three participants deducts three uses. +When a customer with an active pass books an eligible activity, they can apply the pass at checkout. The checkout page displays a prompt — *"Have a code or activity pass? These can be redeemed at checkout."* — so customers know they can use their pass. + +Each booking deducts uses from the pass balance based on the number of participants. For example, a booking with three participants deducts three uses. Activity pass discounts stack with other discounts, so customers can combine a pass with promotional codes or [membership](/pricing/memberships) benefits. -## Managing redemptions +## Managing purchased passes -You can manually adjust the redemption balance on a purchased activity pass from the activity passes section of the financial dashboard. Open a purchased pass and select the actions menu (three-dot icon) to see the available options. +You can view and manage purchased activity passes from the activity passes section of the financial dashboard. Open a purchased pass to see its details, including the owning family, redemption history, and any restrictions. + + + Staff with the **Financial Dashboard** permission can view and edit all purchased passes. Customers can only view passes belonging to their own family from their profile. + ### Deduct redemptions Use **Deduct Redemptions** to manually reduce the number of remaining redemptions. Enter the number of redemptions to deduct and select **Save**. The value must be a positive number and cannot exceed the current remaining balance. +### Change the expiry date + +You can extend or shorten a purchased pass's expiry date. Open the purchased pass and update the expiry date. The new date must be after the pass's original start date. + +### Update allowed sessions + +You can change which activities a purchased pass can be redeemed against after it has been sold. This is useful if you add new sessions to your schedule and want existing pass holders to be able to use them, or if you need to remove a session that is no longer running. + ### Change the restricted user If a pass has **Single user only** enabled, you can change which family member the pass is assigned to after purchase. Open the purchased pass and select **Edit** next to the **Restricted To** field. Search for a user, select them, and save. You can also remove the restriction entirely by selecting **Not restricted to a user**. -You can only assign the pass to an active user. Archived users cannot be selected as the new restricted user. + You can only assign the pass to an active user. Archived users cannot be selected as the new restricted user. If the currently restricted user has been archived, their name displays with an **(archived)** label so you can quickly identify passes that may need reassignment. You can click the restricted user's name to view their profile directly from the pass details.