This video and article will guide you in creating new Guest Pass types at the Corporate level. Guest passes can be issued to prospects, allowing you to track them while they are on a limited pass to your club.
Navigate to Setup > Leads > Guest Pass Types.
Once on the page, select Add A New Guest Pass Type.
Pass Name - this is the name of the Guest Pass
Duration in Days - the Pass will Expire after the number of days entered here
Is Expiration Editable - allows staff to edit this expiration date when adding Pass Type to a prospect
Auto Activate When Issue? - if Yes, then the pass starts immediately. It is possible to assign a Guest Pass to a prospect and activate later
Issue Barcode When Activated? - this will assign a temporary barcode for check-in
Tag When Activated - this allows the club to tag the prospect when the pass is activated
Maximum Issued Count - this is the total number of guest passes that can be issued of this pass type.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup