Managing Holds in the Box Office

1. Put Inventory on Hold
2. Search for a Hold
3. Process a Hold
4. Edit Hold Contents
5. Split a Hold
6. Release a Hold

Introduction:

1) Putting Inventory on Hold

• Add items to your cart.
• Click Continue to proceed to checkout.
• At checkout, add a customer to the transaction by either creating a new customer or selecting an existing one.
• Once the customer is added, click Create Hold.
• After creating the Hold, a success banner will confirm that it has been created.

2) Search for a Created Hold:

• Go to the Holds tab in the bottom navigation menu in the Box Office.
• Holds are added in descending order, if the hold was recently created, it should appear at the top of the list.
• Alternatively, you can search for a hold using the customer’s name or email.
• Once you have found the Hold you want to process press the chevron button to expand the content.

3) Processing a Hold

• Click on the card or press the Chevron on the right to expand the contents.
• If the hold details are correct and you're ready to collect payment, click the Checkout button.
• You will be directed to the checkout flow where you can process the hold as a regular transaction.

4) Editing Hold Contents

• If you need to make a change to the Hold, select Edit hold under the more menu on the hold you’d like to alter.
• Once you have selected the Edit hold, You will be directed to the Sell page, with your Hold items in the cart.
• You can add or remove any item from the cart and either Update Hold or continue to checkout.
• Updating the hold will save the nearly edited Hold.

5) Splitting a Hold

• On the Holds page select the Hold you wish to Split.
• Press the more menu icon to expand the menu options
• Select Split Hold.

• Choose whether to split the hold with a new or existing customer.
• Specify the number of items you’d like to transfer to the new hold. Only enter the quantity you want moved—the remaining items will stay in the original hold.
• Click the Split & Save button to apply the changes.
• A confirmation message will appear in the top right corner.

6) Releasing a Hold

• Expand the hold and click the More icon to reveal the Release Hold button.
• Click the Release Hold button.
• A confirmation modal will appear to verify the release.
• Click the Confirm button to finalize the release.
• • Note: Releasing items back to the inventory is permanent and cannot be undone. If needed, you can attempt to recreate the hold to retrieve the items.