Customer Relationship Management
Understanding Customer Orders
⏱︎ 1 minute Customer orders are the collection of items purchased by a customer, either from the online box office, or sold through the point of sale tool. They contain a lot of information that this article will break down. Order Details Shows the ...
Bulk Customer Import
⏱︎ 1 minute Bulk Customer Import allows you to invite customers to create login accounts. This is helpful if you're new to using the system and need to import customers from an old account, if you have an email list you're looking to upload, and ...
Understanding Customer Accounts
⏱︎ 1 minute Customer accounts are where important customer details like purchase history, contact information, and customer notes and question answers are stored. It is also where you can access and affect past customer orders, like if you needed to ...
Convert a Guest Customer into a Login Account
⏱︎ 1 minute This function allows an Administrator to invite a customer who used Guest Checkout to convert to a login account right after an order is completed or later on directly in the order itself. Converting a Guest order into a Login Account: ...
Tagging Customers and the CRM Bulk Tag Tool
⏱︎ 3 minutes What is Tagging? Tagging is a way to help you search via specific data for customers. You can tag customers individually or via the Bulk Tag Tool, and then can use those tags to build a list that will show all customers with said tag. ...
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 ...
Refund Fee Information
⏱︎ 30 seconds 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 ...
Turning On or Off Guest Checkout
⏱︎ 1 minute If you have both guest check out and log in account options available, when customers make purchases from the customer site, they can choose to if they would like to set up an account or not. 1. Log in to your administrator portal. Go to ...
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. ...
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. ...
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 ...
Processing a Refund
⏱︎ 2 minutes 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 ...
Processing an Exchange
⏱︎ 2 minutes 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. <br> In the checkout window? The time stamps below will show specifics for ...
Cancelled Tickets and How to Process Them
⏱︎ 1 minute 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 ...
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 ...
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 ...
Recent Articles
Understanding Flex Fees
⏱︎ 30 seconds FLEX FEES are the ones you add on to your ticket prices. The BOOKTIX FEE is the fee being charged to you when processing the transaction. When you enter the ticket price, you'll see the BOOKTIX FEE will automatically update to show the ...
Creative Uses for Items
⏱︎ 30 seconds Items are how you can sell anything beyond tickets, packages, and fundraising. This means merchandise and concessions and much more. Here's some creative suggestions on ways to use items. Merchandise Tip: By selling ahead of time, you ...
Sponsorship Reports
⏱︎ 30 seconds Sponsorships are unique as they are a group of tiered levels, and within each level is a collection of items, tickets, and benefits. This means that there will be data on the sponsorship group as a whole and on each level. Find the full ...
System Capacity & Virtual Queue
⏱︎ 30 seconds System Capacity Many of our clients experience a surge when they open ticket sales. Our system is built to sustain the demand of ticket rushes, including a virtual queue if your account is experiencing a very high wave of ticket sales ...
Sponsorships vs. Packages
⏱︎ 30 seconds Sponsorships and Packages use a similar internal set up, but function differently. Sponsorships Both Packages -offer tiered levels within the sponsorships, like "Bronze", "Silver", and "Gold", which can all offer differing items, ...