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. <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
About Refunds and Exchanges
⏱︎ 30 seconds Each organization (ie, you!) will create their own policies around refunds and exchanges, and the administrators will be the ones to handle these. Our customer success team here at BookTix can assist with questions, but ...
Ticket Scanning Options
⏱︎ 30 seconds You can choose to scan tickets upon entry if you would like - we offer a free app for all mobile devices that uses the phone's camera to capture the QR code on tickets. Additionally, any QR code scanner should work on our tickets, and ...
Selling In Person Tickets through BookTix
⏱︎ 30 seconds Just as BookTix offers a comprehensive customer portal, we also have a Point of Sale interface that administrators can use. Through it, you can sell everything - tickets, items, packages, accept donations, and more. You can also accept ...
Using Seating Charts & Costs
⏱︎ 30 seconds In order to use a seating chart in your BookTix system, you will need to provide a map from the venue and let us know how you want it labeled, and we will create your map for you. There is no charge for us to build the chart and there ...
Seating Chart Options
⏱︎ 30 seconds BookTix offers three different seating scenarios: General Admission - seats are first come first served, meaning the customer will choose where they'd like to sit when they arrive at the venue. Reserved Seating - each customers selects ...