<aside> Managing passes on a visitor’s profile allows you to view the passes’ current status, identify the transaction that issued the pass, and take various actions depending on the pass type.
These actions can include setting start dates, adjusting expiration, or transferring/gifting passes.
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to checkin guests onto a pass?
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to reccredit a pass?
Undo a Visit or Re-credit a Pass to a Visitor
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<aside> The POS in BETA simplifies handling transactions by allowing you to create, cancel, and manage open tabs for clients.
The BETA POS system allows you to seamlessly link customer profiles to transactions, ensuring that every sale becomes a valuable data point. By associating purchases with profiles, you can easily track and analyze customer activity.
This guide explains:
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In BETA, you can transfer or gift a pass from one visitor’s profile to another. Transferring passes can only be performed by accounts with desk permission or above. This method is ideal for one-off adjustments.
In the case where a pass has been used or a start date has already been set, a profile with Manager permissions or above will need to override the above by either re-crediting an entry or extending the expiry date of a pass by adding bonus days, respectively.
Screen Recording 2024-12-04 at 17.31.58.mp4
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Adjust the start date for manually issued or unused passes.
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Every pass in BETA is either issued via a transaction (sale or subscription renewal) or issued manually
By inspecting the pass, you can see which transaction or subscription generated it—allowing you to trace its origin and verify billing or manual issuance.
Screen Recording 2025-05-09 at 08.58.32.mp4
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Begin the validity period, start Dates: Can only be adjusted for unused passes. If you forgot to check someone in and need to set a start date of the pass, this feature allows you to set the start date to the past.
Note, Start dates may only be set for Entries/Passes that have not been started yet. If you wish to re-credit a visit from a pass, follow along here
A manager may override start dates, credit entries, or extend expirations if needed.
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To expire a pass, you can either:
Set the Expiry Date to the Future: Extend the pass validity by adding days.
Expire the Pass Immediately: Backdate the expiry by setting a past date or adding negative bonus days.
By backdating, the pass becomes invalid for check-ins on both the BETA app and the dashboard, effectively removing it from the visitor's profile. This approach is useful for ensuring old or unused passes no longer grant access.
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<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" />
To expire a pass, you require manager permissions or above.
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Transfer the pass attributed to the subscription, affecting all future issued passes.
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