When a guest is booked into a class using a guest pass, they appear on the class attendance list alongside other attendees. This article explains how to identify guests, apply a guest pass manually to an unpaid attendee, check in a guest, and add a guest as a new client or lead.
To learn what happens to a guest pass when a guest cancels, doesn't show up, or is on a wait list, see How guest passes work with class bookings.
How guests appear on the attendance list
Guest attendees appear in the same list as other attendees and aren't grouped separately. Each guest row shows:
Guest of [Client Name] – The name of the client whose pass was used.
The name of the guest pass Purchase Option used, for example, "Buddy Pass."
Apply a guest pass manually
If an attendee is on the list without a guest pass applied, you can link one from the attendance list. This applies to attendees who were added by phone, booked under a pay-in-studio rule, or added by staff without a pass.
To apply a guest pass to an attendee:
Open the App Drawer
then click View All > Schedule.
Select the class session, then click View attendance list.
On the unpaid attendee's row, click Use Guest Pass. A popup opens.
Under Member, search for and select the client whose guest pass balance will be used.
Click Apply Guest Pass. After applying:
The client's guest pass balance decreases by one.
The attendee row updates to show the Guest of [Client Name] badge and the pass name.
Check in a guest
Guests booked into a class via a guest pass can be checked in the same way as any other attendee. The client who sent the pass doesn't need to be present or checked in for the guest's check-in to succeed.
If the guest hasn't signed a required waiver, the waiver icon on their row shows an unsigned or pending state, but check-in isn't blocked.
Add a guest as a new client or lead
If a guest arrives for a class and isn't yet in your system, you can add them directly from the attendance list.
To add a guest:
Open the App Drawer
then click View All > Schedule.
Select the class session, then click View attendance list.
On the attendance list, click New Client.
Select whether to Add as client or Add as lead.
If you select Add as lead, the person appears in the Lead Management Report with a lead source of Guest Pass Referral.
If you select Add as client, a full client profile is created.
Fill in the profile form. If the guest has previously visited using a guest pass and their email is recognized, some fields may pre-fill automatically.
Under Referred by, search for and select the client whose pass will be used.
Set the Use a Guest Pass from [client name] to cover this client's booking option to ON.
Under Select Guest Pass, select the guest pass Purchase Option to apply.
Note: If you don't select a guest pass, the person is added as an unpaid attendee. You can apply a guest pass to their row later using the Apply Guest Pass action, or they can pay using another Purchase Option. If the class requires more than one visit credit, no guest pass options appear in the Select Guest Pass list.
Click Save. After saving:
The client or lead profile is created.
The guest is booked into the class session.
The client's guest pass balance decreases by one.
The Referred By field on the new profile is set to the client whose pass was used, if the Referred By field is enabled for your business.
The attendance list row shows the guest indicator.