Look Up Customer Orders in BookTix | Admin Order Search Guide

Looking Up a Customer or their Order

⏱︎ 3 minutes
 
In this article you'll find how to look up a customer or their order. If a customer has a customer account, you will find all orders grouped in the account, or you can find individual orders as needed. 

Looking Up a Customer

      1. Log in and navigate to your department. 
      2. On the left side menu, go to Customer Relationship Management→ CUSTOMER SEARCH TOOL. 
      

      3. Search for the customer.
      4. Click ACCESS ACCOUNT either under Log In Accounts or the linked order number under Guest Accounts. 




Looking Up an Order

      1. On the left side menu, go to Reports→ ORDER HISTORY. 
      2. Search for the order number or customer name, and click the order number to access it. 

    • Related Articles

    • Linking a Guest Order to a Customer Account

      ⏱︎ 1 minute If a customer purchased via guest checkout, but has an existing customer account, you can link their guest checkout order into their account, so all their purchases will be in one location. 1. Log in and navigate into your department. 2. ...

    • Resending a Customer’s Order to Them

      ⏱︎ 30 seconds To resend an order, you'll need to access the order first, and then can choose to email or SMS message it to the customer. 1. Log in and navigate to your department. 2. Access the order. 3. Scroll to the second table called Ticket ...

    • Creating a Customer Log in Account from the Admin Portal

      ⏱︎ 1 minute In the Administrator portal, you are able to set up a customer log in account on a customer's behalf. Customer log in accounts provide a way to group all orders and information under the contact information of a specific customer. 1. ...

    • Asking Questions at Checkout

      ⏱︎ 2 minutes These questions can be organization based or department based, and will be asked on every order placed within that department or organization, respectively. Adding a Question 1. Log in to your account and navigate to the page based on ...

    • Differences Between Refunds and Exchanges

      ⏱︎ 30 seconds When looking in an order, you will find two tables. The first table is for editing money within the order, and the second table is for editing the tickets within an order. In this first table you will find options for exchanging and ...