Customer Relationship Management
How to Use the CRM Bulk Tag Tool
The CRM Bulk Tag Tool helps 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. Step 1: Navigate to the CRM Bulk Tag Tool ...
Can I ask questions at checkout?
Yes! These questions can be organization based or department based, and will be asked on every order placed within that department or organization, respectively. First, log in to your account. If the question is going to be organization wide, go to ...
Are there fees on refunds?
BookTix does NOT charge any additional fees to process a refund! When refunding, you will need to decide how you wish to handle the processing fee from the initial order, if you had passed that on to the customer. This is because the intitial ...
How do I turn on/off Guest Checkout?
When customers make purchases from the customer site, they can choose to either purchase via a customer log in account or via guest checkout, if you have both options available. You can choose to allow guest checkout within the admin site - to turn ...
How do I link a guest order to a customer account?
When customers make purchases from the customer site, they can choose to either purchase via a customer log in account or via guest checkout, if you have both options available. If a customer has purchased via guest checkout but has an existing log ...
How do I create a customer log in account from the admin portal?
You might want to create a log in account on a customer's behalf for two reasons - one, so the customer can simply log in and purchase tickets right away rather than creating the log in on their end, or two, so you can purchase something within the ...
How do I look up a customer or their order?
To access a customer's order, you can go directly from their customer page (where you have a full list of past orders for that customer) or you can go directly into the order from the order search page. To begin, log in to your administrator portal, ...
How do I process a refund?
To begin, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department that is hosting your event. Then, to process a refund, go to the order either from REPORTS> ORDER HISTORY within ...
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. This is because we are taking the money of the original purchase and moving to be used on ...
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. To begin, log in to your administrator portal, and access your department by clicking GO TO ...
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! Related Articles: Where can I view my ticket fees? What does the fee ...
How do I resend a customer’s order or tickets to them?
Resending an order or tickets to a customer is easy! This option, along with functions like exchanging, refunding, and canceling tickets, all live within the customer's order. First, log in to your administrator portal, and access your department by ...
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. First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into 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?
Each seat has an assigned ticket, so you are not able to print unassigned tickets. 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. Related Articles: What ...
Can we forgo scanning? What are our alternatives?
Absolutely. In cases where scanners are not preferred, you can rip stubs on hard tickets and collect online tickets. If you want to verify purchases, you can download and print out a list of all purchased tickets. If you wanted to keep track of ...
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 ...