Reserve Tickets

Scroll down for the Step-by-Step Guide on how to reserve tickets

KEY TERMS & TIPS:

How do I reserve tickets?
By going to the Box Office page and selecting the channel you want to reserve tickets under. Then you can select the performance and add the tickets you want to reserve to your basket and continue to the next step.

Once you have entered the customer/delivery details, select the Save as Reservation option and in the pop-up choose to either reserve them indefinitely (i.e. until you complete the transaction or manually release them) or enter a date and time when the reservation expires. The order will then be reserved.

NOTE - tickets are only ever released manually, i.e. if the user clears the basket. Even if reservations reach an 'expiry' time that the order has been saved to, tickets will still be held until released manually.

See our Step-by-Step guide below for full instructions.

How do I complete a reserved order?
Once you've found your order, click Edit Transaction on the Order page and you will be taken back to your basket so you can complete the order.
See our Step-by-Step guide below for full instructions.

Can I edit the details of a Reservation?
Yes, you just need to click Edit Transaction and make your changes.

When tickets and/or products are changed/added to the basket, this change will apply immediately. When a Delivery Method or a Customer is changed, you just need to click Continue and then that change will be saved. You can then either leave the page or click Finish Editing Transaction on the final page.

NOTE - Reservations will remain in Reservation status (i.e. instead of 'In Basket) even if they're being edited. This means that Reservations will never expire when being edited.

Can I send a customer a payment link for a Reservation?
Yes, please see here for full instructions on how to do this.

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STEP-BY-STEP GUIDE:

1. Select Tickets

a) Select Box Office on the left hand side

b) Select which Channel you'd like to reserve tickets under

c) Select your Event

d) Select the performance you want to reserve tickets for from the calendar (NOTE - if you can't see any performances, this might be because you haven't granted the correct access yet. See here for more info)

e) Reserved Seating event (if not, skip. to step 2f)? Select your seat(s) from the venue plan

f) Select the ticket(s) you want to reserve to your basket. Here you should see any Full Price ticket options and, if the channel has been given automatic access, the discounted prices for this performance. Want to add a discount that hasn't been automatically applied? (if no, skip to step 2g):

• Select Add Discount Code at the top of the page

• Enter Coupon code and Submit

• The discounted ticket prices will then appear for you to select if you wish

NOTE - if you have selected the Automatically apply discount to channels? option for your discount, then the discounted prices will automatically show as an option to select alongside your full priced items

g) Once you've selected the tickets, they will be reserved in basket and the transaction will begin.

h) Check that the Basket details are correct. To check Adjusters (i.e. fee details) click the downward arrow and to remove any items from the Basket select the red bin icon or Clear Basket

 

i) Happy? Click Continue

2. Add Products to the basket? (if no Products, skip to step 4)

a) Click the + icon next to the product(s) you want to add to your basket 

b) Click Continue to add more details to the order

3. Customer details

a) Add Customer details, including:

• First Name
• Last Name
• Email Address
• Phone Number - optional
• Address - optional. Use our address look-up function to find customer's address

Select Skip Customer if you don't want to add these details (NOTE - you will not be able to skip customer if you have a mandatory Opt In. See below)

b) Select the Opt In(s) if necessary

c) Click Continue

4. Order Options

a) Select Delivery Method from the drop down

NOTE - Delivery Methods are an optional step at Box Office. This might be because you may want to put through an order but not send out the tickets yet, want to print tickets at a later date or you may not want to have a customer on the order. If you choose to skip this step, it will mean that the customer will not receive their tickets when you put through this order

• If you don't want the customer to receive anything, skip this option. You can attach the delivery method when completing the transaction later on
• If you do, then it might be worth attaching a reservation-specific Delivery Method (see here for more info)

b) Add a Lead Booker Name - optional. You may want to do this if you are making a group booking or want to link with another order

c) Add a Note to order - e.g. 'Access', 'VIP', 'Group booking', etc.

d) Click Continue

5. Save as Reservation

a) On the Payment Method page, check Basket details. If you want to make any changes or add more items, click Back to Order Details

b) Underneath your basket, click Save As Reservation

 

c) From the pop-up, choose from the following time options for when you want this Reservation to expire:

• Never - reserve them indefinitely (i.e. until you complete the transaction or manually release them)
• Specific Time - select date and time options from the dropdown for when you would like the tickets to be released

d) Would you like to create a Payment Link that you can send to the customer where they can pay themselves online? NOTE - you can also do this once you've saved the Reservation.

If yes:

• Select the Purchase Flow the customer will use to complete the transaction. NOTE - the Purchase Flow must be an Online Checkout Purchase Flow and must have a Default Channel added to it

• Want the customer to pay using a specific Purchase Channel other than the default for the Purchase Flow? Click Advanced Purchase Flow Options and select the Purchase Channel from the dropdown:

  

   

e) Click Save Reservation and you will be taken to the Order page. NOTE - if a Delivery Method is the basket, clicking this button will send/schedule the email attached to this Delivery Method

For more info about Reservation Payment Links, see here.

6. Want to edit the reservation and save again?

a) To find your order, choose from the following options:

•  Use the Search bar at the top of any Line-Up page to find an order. Use the customer name, email address, event name or reference number

• Reserved Seating (if not see the next option, below)? Go to the Box Office page, select your event and performance and on the venue plan, hover over these seats to check the name attached to the booking

• Right-click on the seat and you'll see View Transaction appear - click this and the order will appear on a new tab for you

• Or you can go to the Orders page and use the Filter bar to find the order. You can use the Status filter and click Reservation to see all reservations

b) Click Manage on your chosen Order

c) On the Order page, click Edit Transaction to return to your basket and you can complete the order

d) Want to change customer information? Select Back to Customer:

e) Then Remove Customer and add new customer details:

f) Want to change ticket information? Click either Back to Tickets to be taken back to Box Office or the Event title or performance date/time in the basket to be taken directly the same Event/performance

g) Once you add/change items in the basket, changes will be saved automatically and you can leave the Reservation

h) You can also change Delivery Method and Lead Booker Name on the Order Options page if you'd like to

i) When you're finished making changes to Order Options, click Continue to save your changes and either leave the reservation or, on the payment page, click Finish Editing Reservation to be taken to the Order page

NOTE - if the order has a Delivery Method, it will not send a new email when you click this button. If you'd like to send a new email to the customer about this reservation, click Email Order on the order page

NEXT STEP: Ready to complete your order? Learn how to sell tickets