This article will guide you through creating new Guest Pass types in ClubReady. Guest passes can be issued to prospects to track their visits while they are on a limited pass at your club.
Content:
- Before You Begin
- How to Create a Guest Pass Type
- Frequently Asked Questions
Before You Begin
Make sure you have the following before getting started:
-
Permissions required:
- Setup - Can Access Setup
- Setup - Can Access Guest Pass Setup
- Guest Passes are a feature that must be enabled for your club. For more information, contact ClubReady Support at support@clubready.com.
How to Create a Guest Pass Type
Navigate to Setup > Leads > Guest Pass Types and click Add A New Guest Pass Type. Complete the following fields:
- Pass Name — Enter the name of the guest pass type.
- Duration In Days — The pass will expire after the number of days entered here.
- Is Expiration Editable — If enabled, staff can edit the expiration date when issuing the pass to a prospect.
- Auto Activate When Issued? — If set to Yes, the pass will start immediately upon being issued. If set to No, the pass can be assigned to a prospect and activated at a later time.
- Issue Barcode When Activated? — If enabled, a temporary barcode will be assigned to the prospect for check-in purposes when the pass is activated.
- Tag When Activated — Allows the club to automatically tag the prospect when the pass is activated.
- Maximum Issued Count — Sets the total number of passes of this type that can be issued.
Click Save to create the new guest pass type.
Frequently Asked Questions
Q: Can a guest pass be assigned to a prospect without activating it immediately?
A: Yes. If Auto Activate When Issued is set to No, the pass can be assigned to a prospect and activated at a later date when they are ready to begin using it.
Q: Can staff edit the expiration date when issuing a guest pass?
A: This depends on how the guest pass type is configured. If Is Expiration Editable is enabled, staff will have the ability to adjust the expiration date at the time of issuance.
Q: What happens when the Maximum Issued Count is reached?
A: Once the maximum number of passes of a given type has been issued, no additional passes of that type can be issued until the count is adjusted. If you need to increase the limit, navigate back to Setup > Leads > Guest Pass Types and update the Maximum Issued Count for that pass type.