Customer Relationship Management
How do I use the CRM Bulk Tag Tool?
What is the CRM Bulk Tag Tool? A tagging system to help you search via specific data for customers, that you can then tag in bulk based on criteria such as Customer Details, Purchase Type, Purchase Date Range, or Individual Donations. How do I tag my ...
How do I ask questions at checkout?
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 question type. ...
Are there fees on refunds?
BookTix does NOT charge any additional fees to process a refund! The initial processing fee will still apply to the order, so if you choose to refund the customer in the entirety, that processing fee will be passed on to you. You can also choose to ...
How do I turn on/off Guest Checkout?
if you have both options available, when customers make purchases from the customer site, they can choose to either purchase via a customer log in account or via guest checkout. 1. Log in to your administrator portal. Go to the ORGANIZATION DASHBOARD ...
How do I link a guest order to a customer account?
1. Navigate into your department. 2. Under CUSTOMER RELATIONSHIP MANAGEMENT on the left side bar, click CUSTOMER SEARCH TOOL. 3. Search the customer information. 4. Scroll down to the GUEST ACCOUNTS section. 5. Click VIEW ORDER next to the needed ...
How do I create a customer log in account from the admin portal?
1. Navigate into your department. 2. Under CUSTOMER RELATIONSHIP MANAGEMENT in the left side bar, click CREATE CUSTOMER ACCOUNT. 3. Fill out the form for the customer. With the checkbox at the end of the form, you can choose to send them the ...
How can I email my customers within BookTix?
1. Log in and navigate into your department. 2. Under the Box Office Manager on the left side bar, click EVENTS. 3. Click EVENT MANAGER for the event needed. 4. On EVENT OVERVIEW, scroll down until you see the information box next to the DATA BY DATE ...
How do I look up a customer or their order?
Looking Up a Customer 1. Log in and navigate to your department. 2. Under Customer Relationship Management on the left side bar, click CUSTOMER SEARCH TOOL. 3. Search for the customer. 4. Click ACCESS ACCOUNT either under Log In Accounts or the ...
How do I process a refund?
There are two types of refunds - a partial refund or a full refund. A full refund will refund the entirety of the order. A partial refund will allow you to refund a dollar amount off each line item. With both refund types, you can choose to keep or ...
How do I process an exchange?
Exchanging is how you can move tickets from one day to another, from one event to another, or you can even exchange something like two tickets for an item. 1. Log in and navigate to your department. 2. Access the order. 3. Scroll to the first table ...
What are cancelled tickets? How do I do this?
Cancelling tickets will invalidate the tickets (and barcodes) and releases the tickets to be sold again. This does NOT do any kind of refund or exchange. 1. Log in and navigate to your department. 2. Access the order. 3. Scroll to the second table ...
What is the difference between an exchange, a refund and a cancelled ticket?
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. An exchange is when you want to keep the money but swap the seats from one ...
Do you charge a fee for reprints?
We don't charge you to reprint a ticket that someone purchased online, so if someone comes without their ticket, you can look up their order and print it for them to be scanned!
How do I resend a customer’s order or tickets to them?
1. Log in and navigate to your department. 2. Access the order. 3. Scroll to the second table called Ticket Adjustments. 4. Click either: a. EMAIL ORDER to send the full order b. EMAIL PDF TICKETS to choose specific tickets to send c. SMS E-TICKET to ...
Popular Articles
How do I process a transaction using the Point of Sale tool?
Processing a transaction in the point of sale tool is very similar to the experience of the customer purchasing a ticket. 1. Log in and navigate to your department. 2. Click the $ from the left side functions bar. 2. Find the event and date, or the ...
What is a chargeback?
In rare instances, when a patron calls their credit card and disputes their bill for tickets purchased, a chargeback is instituted. Just for their compliant, BookTix is charged a fee by the bank which we pass on to you (currently $15). On your ...
Can we pre-print tickets to sell at the door?
You are not able to print unassigned tickets because each seat has an assigned ticket. If you wish to pre-print tickets, you will need to use the Point of Sale tool to "book an order" of tickets, which you could then sell as cash.
Can we forgo scanning? What are our alternatives?
Absolutely. Instead of scanning, you can rip stubs on hard tickets and collect online tickets, or download and print out a list of all purchased tickets to verify purchases. To keep track of attendance without using a scanner as patrons enter, use ...
How do I create and manage admin accounts?
Admin accounts allow your staff to log in to your admin portal. There are a five types of accounts - Organization Administrator, Department Administrator - Manager, Department Administrator - Standard, Department Administrator - Limited, and ...