Passes are designed to simplify the management and sale of appointment packs in your practice. Whether you’re offering a 10-pack of Pilates sessions or a bundle of group exercise classes, Passes provide a seamless experience for both your practice and your patients. When combined with the online booking system, Passes provide a self-service way for patients to purchase a pass and use it to redeem appointments.

If you have completed the general setup of passes, you can read on to learn more about passes and online booking.

Allowing patients to use a pass to redeem appointments is enabled per online booking service in Settings > Online Booking > Services.

Select the settings cog on the right to begin configuring online payment and pass redemption settings for the selected Appointment Type.

You can configure what online payment or redemption options the patient has available for the selected appointment type.

You can choose whether payment or redemptions when booking online are required or optional.

It's also possible to enable a payment/redemption explanation to outline your policy and perhaps highlight any potential savings that might apply when purchasing a pass instead of paying individually per appointment.

When allowing pass redemptions, you must specify which passes can be used to redeem this appointment.

Online payments and redemptions rely on the Appointment Type's default item code being set correctly. In the case of pass redemptions, the Appointment Type's default item code must be listed as a redeemable item on any of the selected passes.

A red banner will be shown if this combination of settings is misconfigured. Hover over the learn more text for further details on the misconfiguration.

Save your changes to complete the pass configuration process for this appointment type.

You'll need to repeat this process for each online booking service and appointment type that patients can redeem using passes.

Read on below for a look at the patient's perspective.

Using Passes online requires patients to have registered for an online booking account. Passes can only be purchased and redeemed after logging in. Patients who book as a guest cannot purchase or redeem appointments using passes.

After a patient logs into their account, they will see the status of valid passes they have purchased, including any passes on their family accounts.

If a patient has a valid pass that can be used to redeem their appointment, it will be displayed at the last step of the online booking process. If they don't have a compatible pass, they'll have the option to purchase one if you have online payments enabled.

The example below shows a patient booking multiple class appointments and choosing a pass to redeem each of them.

Below is an example of how the appointment will appear in PracSuite.

Allowing patients to purchase passes online is optional. If you don't allow passes to be purchased online, passes can only be purchased in the practice.

If you want patients to be able to purchase passes online, online payments must be enabled in Settings > Online Booking > Overview.

All passes that can be used for redemptions online will then be available for purchase online.

After logging into their online booking account, a patient can select the Purchase Pass button at the top of the page. Passes can also be purchased during the booking process.

The patient can choose which pass they would like to purchase before proceeding to payment.

Once payment has been confirmed, they will immediately be able to redeem appointments using that pass.

Passes purchased online will be added to the patient's nominated Online Payments account. You can confirm which account is used for online payments by going to the Accounts tab of that patient file and selecting Manage Accounts.

Select which account you want to use for online payments.

Staff will be notified of the online purchase in the Online Payments alert category.