Improvement·2026.09.23·
See who sold each pass, how it was paid, and when
Every pass on a client's "Passes & access" tab now shows a line under its price and dates: when it was bought, how it was paid (card, MobilePay, cash, invoice, comped, or imported), and who sold it — a staff member's name and role, "Client online", "Assigned by" the staff member who granted it, "Granted by course/workshop enrolment", or "Imported from" the prior platform.
# See who sold each pass, how it was paid, and when
Every pass on a client's "Passes & access" tab now shows a line under its price and
dates: when it was bought, how it was paid (card, MobilePay, cash, invoice, comped,
or imported), and who sold it — a staff member's name and role, "Client online",
"Assigned by" the staff member who granted it, "Granted by course/workshop
enrolment", or "Imported from" the prior platform.
In Today's sales, each row now names which pass, service or fee was sold instead of a
generic description, and shows who sold it — a staff member at the till, a staff
member who checked a client out, "Client online" for a self-service purchase, or
"Guest checkout". Expanding a row adds Sold by, Channel and Time; an appointment or
service row also shows its provider.
Online pass-purchase receipts now name the pass ("Pass purchase — 10-Class Card")
instead of the generic "Pass purchase". Nothing else about receipts, payments or
existing sales changes, and appointment-only venues see the same information using
service and provider names in place of pass and staff.Next update
Set your own "recently joined" rule, and flag passes about to run out
The check-in "New member" flag is now called **Recently joined**, and you decide the rule: how many days after signup, and how many visits, still count. Set it under Settings → Client list & flags. It defaults to the same rule as before (30 days, under 5 visits), so nothing changes until you adjust it.