Finding an Order
The order list will show all orders for the portal or organization. Use the left-side navigation menu to go to Orders (#1 in the image below) to view a list of orders made with the most recent at the top.
The orders list will offer a search (#2 above) by customer name, email, or order number. You can apply a filter (#3 above) to parse out orders for ticket, donations, memberships, and gift cards.
Our system cannot place unique attendee names on tickets. You can collect attendee names for tickets using a registration form, but those names will only be accessible by staff via the registration report and the names will not be added to the printed or online versions of the tickets. The only name on a ticket will be the name used for the order.
The green "+" button (#4 in the image above) will start a new order. See more about how to Process an Order.
The Order Page
An order can be managed from the order page. See above for how you may locate and open an order page if you have not yet.
Resend an email confirmation
If a user cannot locate the original confirmation email, you can select "Resend Email Confirmation (#4 in the image above) and it will resend an email to the customer. If the customer does not receive the email then verify the email address that was entered. If the customer email needs to be changed then you can Edit Customer Information by clicking on the customer name and using the three dots menu to edit.
Send a ticket via SMS Text
You can send a ticket via text message with a given phone number. Simply click the "Send Tickets via Text" and enter a ten-digit phone number to send a unique link that will load the PDF of the ticket on the users phone.
Change ticket delivery method
You can edit the delivery method by changing the selection in the drop-down menu (#5 in the image above). If there is no drop-down menu available then the organization settings at the time of purchase only allowed for the one delivery method shown.
This will print a page sized ticket with a QR code to be scanned for check-in. You may also use this feature to "Print as PDF" and save the tickets to your device. To use the print option you first need to select any ticket(s) in the order. Once selected the "Print" option will become active and you can proceed to print the tickets.
Refunding tickets will refund the full cost of the tickets (including all fees) back to the customer via the payment method used to make the purchase. To use the refund option you first need to select any ticket(s) in the order. Once selected the "Refund" option will become active and you can proceed to refund the tickets.
The exchange option will allow you to release these tickets and use their value to create a new order for different tickets for the same event or tickets to another event within the samed organization. To use the exchange option you first need to select any ticket(s) in the order. Once selected the "Exchange" option will become active and you can proceed to exchange the tickets for something else.
Releasing tickets will NOT refund any money to the ticket buyer. Releasing a ticket will make the ticket available to be purchased. This is typically useful, for a sold out show, when someone forfeits their ticket for some reason with no refund given, and the organization wishes to make those tickets available for someone else. To use the release option you first need to select any ticket(s) in the order. Once selected the "Release" option will become active and you can proceed to release the tickets.
The organization revenue from any ticket may be donated to a donation fund in our system. To use the donate option you first need to select any ticket(s) in the order. Once selected the "Donate" option will become active and you can proceed to create a donation order for the ticket value.
You may add any custom text as a comment on an order (#3 in the image above). The comments will not be available in any reports, and they will only be visible on the order page. Order comments are searchable from the Orders page.