Customer Profiles

To manage customer profiles, follow the simple steps below

1. Add a new customer:

a) Select Customers and  

b) Add details:

• First Name
• Last Name
• Email Address
• Password - leave blank to generate one
• Tags - optional, help filter your ticket buyers
• Phone Number - optional
• Address - optional

c)  customer

2. Edit Customers:

a) Use the Search bar to find your customer by searching for:

• Name
• Email Address
• Tag

b) On the customer profile, select  to change details.  when finished

c) Under Opt-In History, select  to submit a new Opt-In response

d)  customer if you wish

TROUBLESHOOTING:

Do I need to add a new customer if I need their details on Line-Up?
No, a customer will automatically be created on Line-Up when customer details are provided with an order - unless the Skip Customer option is selected. See here for more info.

Why can't I find a customer in the Search bar?
If no results are appearing, then you may need to check that the details are correct.
Otherwise, contact us here.

Why isn't my customer name appearing even though they have made an order?
This could be because the Skip Customer option was selected at Box Office. To find their order, try searching for the event name or reference number instead.
To add a customer, use the Customers page and add their details there.

Why can’t I update my customer name/email address?
This is most likely because the name and/or email address you are trying to change it to already exists on another customer profile. You can use the Search bar at the top of the page to check if that name/email is attached to another customer.
If not and you are still having issues, contact us here.

Why can't I see the Opt-In history of the customer?
This will be because either they did not select any Opt-Ins when purchasing a ticket, or the Opt-In wasn't available to select.
If the Opt-In wasn't available to select, this is either because your Channel hasn't been granted access to the Opt In or it hasn't been attached to the Event. You just need to get in contact with a team member of your organisation who can either change Channel access on the Opt In page or change the delivery settings on the Event page.

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