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Pass & voucher setup

Define the pass bundles you sell, decide whether passes can be shared, and set your voucher rules.

ForAdmins

On this page

This page covers three related settings screens: the pass bundles you sell, whether a pass can have more than one holder, and your voucher rules. All three are admin-only.

For how passes and vouchers are actually sold and used day to day, see Passes and Vouchers.

Pass presets

A pass preset is a buyable bundle you define once — instructors then issue it to customers. Go to Settings → Passes.

Each preset in the list shows its name, number of rides, validity, and price — with a discount badge if it's cheaper than paying per ride. Click Add preset — at the top of the page or as the last row of the list — to create one, or click a preset's row to edit it:

  • Name — what shows up when instructors issue the pass.
  • Number of rides — how many rides the pass covers.
  • Validity — how long the pass is valid, in weeks, months, or years.
  • Eligible ride types — which ride types the pass can be used for, or Any ride type to leave it open. A ride type can be marked as not eligible for passes, in which case it can't be picked here.
  • Pass can be shared with other customers — whether this specific pass allows more than one holder. This works together with the stable-wide sharing setting below: both need to allow it for a pass to actually be shared.
  • Regular price — calculated automatically from the ride types' prices, shown for reference.
  • Discount % and Discounted price — what the customer actually pays; edit either one and the other updates to match.
  • Notes — optional, for your own reference.

To archive a preset, open it and click Archive at the bottom left of the window. Archiving a preset stops new passes being issued from it, and passes issued from it before keep their history. You can archive it only once every active pass from it is used up, has expired or is cancelled. If some are still active, the window tells you how many and when the last one expires.

Issuing passes

The Issuing passes section of that same page has one switch:

  • Allow instructors to issue custom passes — off by default. While it's off, an instructor issues passes from your presets only (the Custom pass choice isn't offered to them) and can't change an issued pass's number of rides or price. Admins can always do both.

It saves as soon as you change it — there is no Save button.

Pass sharing

The Pass sharing section of that same page decides whether a pass can have more than one holder — useful for families or riding partners sharing rides off the same pass.

  • Allow pass sharing — turns sharing on or off stable-wide. Turning it off doesn't change passes already issued with several holders.
  • Maximum number of holders — the most holders one pass can have, including the main holder. It can only be changed while sharing is on; the number you set is kept while it's off.

Both save as soon as you change them — there is no Save button.

This is the stable-wide switch; whether an individual pass is actually shareable also depends on its own preset (see above).

Voucher settings

Go to Settings → Voucher settings to set the rules for the gift vouchers customers can buy. Each setting saves as soon as you change it — there is no Save button.

  • Allow instructors to issue vouchers — off by default, meaning only admins can issue one.
  • Allow custom voucher discounts — when off, the discount field is hidden when issuing a voucher.
  • Recipient can self-convert pass vouchers — when on, a customer can turn a pass voucher into the actual pass themselves, without asking staff.
  • Enable voucher sales commission — when on, instructors on a set-based compensation plan earn a commission on the vouchers they sell. Set the actual commission rate on the Compensation page.
  • Default validity — how long a voucher is valid for by default, in days, weeks, months, or years. The number and the unit are saved together, and the number must be a whole number from 1 to 3650.

Good to know

  • Pass sharing needs both switches to line up: the stable-wide Allow pass sharing setting, and the individual preset's Pass can be shared with other customers field.
  • A pass preset's discount can be a fixed price you set once, or a percentage that automatically tracks the ride type's price — whichever you enter last is what's saved.
  • Admins can always issue a Custom pass — ride type, number of rides and price set by hand instead of taken from a preset. Instructors can only while Allow instructors to issue custom passes is on (see Issuing passes above).

Related

  • Passes — how staff issue and customers use passes day to day.
  • Vouchers — how vouchers are sold and redeemed.
  • Pricing — pass prices also appear on the pricing sheet alongside ride-type prices.
  • Compensation — where you set the actual voucher sales commission rate.