Customer Relationship Management
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. 1. Log in and navigate to your department. 2. Access the order. 3. Scroll to the ...
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 Program Ad Data
⏱︎ 2 minutes Program Ads are a way to sell advertisements for your event through the BookTix system. It can allow customers to directly upload their designs, as well as choosing specific sized ads. First, set up your program ads. This tutorial will ...
How do I purchase a Program Ad?
⏱︎ 2 minutes 1. Go to the customer site of the organization for which you are purchasing (for example, demo.booktix.com). 2. Log in to your existing account, create a login account, or if the organization has it as an option, you can proceed with a ...
Creating a Program Ad
⏱︎ 3 minutes Program Ads are a way to sell advertisements for your program booklet right on the BookTix platform. There are templates or you can create your own from scratch, which lets you set sizes, ask your customers questions, and allows them to ...
Enabling Two-Factor Authentication
⏱︎ 2 minutes Depending on your BookTix account's requirements, follow the steps below to enable Two Factor Authentication (2FA) at login. Why am I being prompted to enable 2FA? Your Organization Admin has turned on this requirement for your account. ...
Two-Factor Authentication Options
⏱︎ 2 minutes Learn more about Two Factor Authenticaion (2FA) and the benefits of enabling this in your BookTix account. Review your options and how you can require this for admins on your accounts. Access Level: Only Organization Administrators can ...