How to Create a Pass
Passes play a vital role in granting customers access to specific classes and events within your Union platform. They offer the flexibility for customers to prepay for access and decide on attendance later. Whether it's a package of 10 classes for future use or unlimited access for a month, passes cater to various preferences.
Similar videos that could be helpful include, Create a Donation Pass, Create a 5 Pack, Purchase Limits, Access Codes, and Advanced Limits for Registrations.
Creating a Pass:
- Navigate to the admin dashboard and select Pricing > Passes.
- Click "New Pass" to begin the creation process.
Key Pass Details
Show on Passes Page
Decide if the pass will be visible on your Union's public passes page. It is important to note that this setting does not hide the pass from the purchase/registration flow but controls its visibility to customers on your Union's Passes Page.
| Public Passes Page |
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|---|---|
| Registration Flow |
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Name, Description, Price
Add the pass name, description and the price. Visit our support article for recommendations about passes and descriptions.
- Name: Provide a clear and descriptive name for the pass, as it's the primary information customers see when making their purchase decision.
- Description: Offer a concise yet informative description of the pass, considering that many customers access your site via mobile devices.
- Email Description: Opt to include the pass description in the customer's confirmation email. Suggested use could be workshops, retreats, trainings that have details about cancellation/refund policy, etc.
- Price: Set a non-zero price only if a Stripe account is connected.
- Allow Purchaser to Choose Price: Useful for creating donation-style passes for specific events. See our video tutorial for more details
- Fees Outside: Choose whether to pass Stripe's transaction and Union's platform fees to the customer at checkout.
Time-Based Discounts
If you're looking to discount a pass that's tied to a specific event, you can add a Time-Based Discount. An example of implementing a Time-Based Discount would be, 10% Early-Bird discount for a training or a payment plan.
Please visit, Union's Discounts and Access Limit to see all the various discounts and access limits that are available today.
Purchase Availability
You have the option to set the date and time for when the product should be available to sell. In most cases, you'll keep Union's default so customer's can purchase it at Anytime.
| Purchase Type | When to Use | Examples |
|---|---|---|
| Anytime | Customer can purchase at anytime | Drop-In, Class Cards, Regular Subscriptions |
| Only During | You want to set a specific date and time for when the product should be available to sell | Special pricing sale |
Valid (How Long Until Expires?)
Choosing the appropriate Valid period on a pass is asking, how long is the pass valid for until it's considered expired or becomes unusable for a customer? Let's take a look at the different options and visit our support article for an in-depth look and examples.
| Valid Type | When to Use |
|---|---|
| Starts at Purchase | The valid period begins when the pass is issued to the customer |
| Starts after first Registration | The valid period will begin on the day of the customer's first registration |
| Only During | Setting a specific date range for when the pass can be used |
Registration Types
You can define what type of registrations each pass can be used towards. For example, you may have an In-Person Only Drop-In and a Virtual Only Drop-In. Maybe you have pricing options that can be used for any registration type (i.e. Class Cards or Subscriptions). You can set this when building your pricing options.
Please visit our support article, Union's Virtual Options, for an in-depth look.
| Registration Type | When to Use |
|---|---|
| In-Person | Customers can register for In-Person events |
| Livestream | Customers can register for livestreaming events (i.e. when using the Union Broadcast app. Our one-way streaming solution) |
| Replays | Customers can register for recordings on the public replay library page. Visit our support article to learn more about Replays in Union. |
| External URLS | Customers can register for events that are happening on a third party platform (ie Zoom). |
| Video Calls* | Customers can register for Union's interactive and internal video call platform |
Here are some common registration type setup examples:
| Any Registration Type | In-Person Only Registrations | Virtual Only Registrations |
|---|---|---|
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Registration Limits
You'll want to determine the number of registrations allowed. The amount entered here will be based on the additional rules that are added (i.e. registration types, valid period, event categories).
| Registration Limit Type | When to Use | Pricing Examples |
|---|---|---|
| Unlimited Registrations | Customer can register for as many performances as they would like | New student specials, monthly unlimited subscription, specific workshops |
| Limited Registrations | Customer can register for a set amount of performances | Drop-In, Class Cards (10-Pack) |
| Advanced Limited Registrations | Customers can register for a specific amount of performances based on the registration type | Monthly subscription that allows a set amount of registrations per billing period. For example:
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Access Limits
Access limits let you control how many times a customer can purchase or use a specific pass. They’re a helpful way to manage special offers, prevent overuse, or limit access to certain classes or memberships. Visit our support article, Union Discounts and Access Limits, for a closer look.
| Access Limit Type | When to Use | Example |
|---|---|---|
| Purchase Limit | Maximum amount of times a customer can acquire the pass. | New Student Special: A customer can only have the pass once |
| Issued Limit | Maximum amount of times a pass can be issued or purchased (issued includes comps). | You’re offering a discounted 10-Pack for the first 50 people who purchase. |
| Requires Access Code | Hide a pass from the public. Also see Public Passes Page vs Access Code. | Staff pass that is $0, a win-back pricing option that is discounted. |
| Skip Late Cancel | Allow a customer to cancel an upcoming registration at anytime without penalty. | Special membership perk |
| Can be used to Pay for Others | Let a use their pass to register someone else for a class. *This is off by default if Unlimited Registrations is selected. |
Drop-In, Class Card, Bonus Pass |
Event/Pricing Categories
Event categories determine which events this pass can be used for. You can select as many as you'd like, but most passes are tied to one or a select few. Make sure the categories you choose match the events you want this pass to unlock.
Revenue Categories
Select the specific revenue category associated with the pass.