In this article, we will look at how to process an order at Box Office for a customer using Ticketsolve, from beginning to end. We will look at creating a brand new customer, selling a ticket for an unreserved event, how to take payment and confirming the order. For a full video walk through on how to sell tickets and all the Ticketsolve basics, check out our Training Course #1: Box Office (Fundamentals).
Create a new Customer
1. Navigate to the Box Office screen (Box Office tab in the main menu > Box Office).
2. Find and click the Assign Customer box on the right hand side of the screen in the Cart area.
3. Click to Create A New Customer.
4. In the pop-up box, create a new customer record of type 'Person', filling in the fields such as First Name, Last Name, Email, Phone, Address, Opt-in for Email etc. Please note that any Required fields on your system (indicated with a red asterisk) need to be populated in order to create a new customer.
5. Click Add New Customer.
Your new customer record has now been created and is assigned to your cart!
Sell a Ticket
1. Make sure you're still on the Box Office screen (Box Office tab in the main menu > Box Office). Also make sure that the new customer record you created above is still assigned to the Cart. If not, add the customer to the Cart.
2. Select the order type of Box Office.
3. Find the Event the customer would like to book for, either by searching for the event name, or finding the event date from the calendar.
4. Click on the Event listing white area to see the event information such as how many tickets are available, how many are reserved, and how many are sold. Click the white area again to collapse this information.
5. Click on View Tickets.
6. Select however many ticket(s) you want to add to the Cart.
7. Click Update Cart.
8. Your tickets should now be added to the Cart!
Don't Forget!
For full video walkthroughs on selling tickets on reserved seating events and more Ticketsolve Box Office basics, check out our Training Course #1: Box Office (Fundamentals).
Taking payment and confirming the Order
1. Click on the Payment Options screen.
2. Choose the correct payment method e.g., Cash, Credit Card, Chip pin card, Voucher etc. Please note you can use a combination of different payment methods if the customer needs to split them.
3. Ensure that the Outstanding amount is 0, otherwise the order will not confirm.
4. Ensure Skip sending confirmation email? is not ticked if you would like the customer to have a receipt emailed to them.
5. Press Confirm Order or Confirm Order & Print (if applicable).
You should now see a pop-up box confirming the order is complete, and after 5 seconds you will be returned to the main Box Office screen.
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