Giving a customer access — reservie Help

When to use this

Use it when a customer has paid you another way, or you want to use their pass credits for them. They see the video in their account straight away.

You can do it from two places. Both open the same form.

From Video on Demand

Open the video or collection’s ⋮ menu and choose View Customers. You’ll see everyone who has access, how they paid and when their access ends.

Customers with access for a collection, showing two customers, how they paid, the price, the expiry date and an Active state, with a Give access button

Click Give access, choose the customer, then Payment by cash or Charge a pass.

From Customer Manager

Open the customer and go to the Videos tab. It lists everything they have, with the date, expiry, price and state.

A customer's Videos tab listing two collections, with the Assign Video button and an actions menu showing Cancel and Refund

Click Assign Video and choose Payment by cash or Charge a pass.

Filling in the form

The Assign a Video - Cash Payment form with a video chosen, the price paid, an expiration switch and an expiration date

Choose the video or collection. A collection gives access to every video in it, including ones added later.
For cash, enter the price paid. For a pass, choose the pass and the credits to use.
Switch on Enable expiration of video and pick a date if access should end.
Click Assign Video.

Taking access away

In the customer’s Videos tab, the ⋮ menu on a purchase has Cancel and Refund. Cancelling a pass purchase returns the credit to the pass.