Linking a subscriber to a client record at the counter

This guide explains how to easily assign a client to a pass when the client has a provided address.

Prerequisites

The client record must exist with an associated email address.

The pass must have an email address provided for this feature to suggest clients to link. Therefore, the option must be set to visible or mandatory in the pass configuration.

Place an Order by Providing the Email Address

When adding passes to the cart, or once they are in the cart, please provide an email address. Multiple passes, each with their own email address, can be in the cart.

Once the pass is validated, on the Client tab, an additional field will allow you to choose clients to link to the order.