In this article, you will learn how to:
- Add a Ticket Buyer to an Order
- View Ticket Buyer Information
Introduction:
Access ticket buyer orders or personal information before or during a transaction. Assign ticket buyers to transactions for a seamless and efficient process.
1) Add Ticket Buyer:
- Add a ticket buyer to the transaction. Click the Customer Info button, which can be done either before or after adding items to the cart.
- A modal will open, allowing you to create a new customer or search for an existing one.
New Customer:
- Enter the ticket buyer's details, such as Name, Phone and Email address and press the Add customer button.
Existing Customer:
- Clicking the Existing Customer tab and search for the ticket buyer using their email address or name. Press the Add customer button to assign the transaction to the ticket buyer.
- Tip: You can click View Info to see the ticket buyer's details, including personal information, notes, holds, and any ticket/account credits that can be applied to the purchase.
Proceeding Without a Customer:
- If you proceed to the next screen without assigning a ticket buyer to the purchase, you'll be prompted to add one before completing the transaction on the checkout screen.
2) Viewing Customer Profile:
Click View Info under the customer details to display the ticket buyer's information.
Customer Information
Customer Profile Page: Once on the Customer profile page, you will be able to:
- Customer Info: Edit the ticket buyer's information.
- Transactions: View customer transaction history with the venue.
- Customer Notes: Create and view any ticket buyer notes.
- Holds: View, edit, and process any holds for that ticket buyer.
- Ticket Credits: Apply Ticket credits to a transaction.
- Account Credits: Apply Account credits.
By following these steps, you can effectively manage ticket buyer orders and information. For further assistance, please contact us by submitting a Request Form to our support team.