1. The different ways to view orders
There are many different ways to view the attendees and orders for your activities/products. You will be able to find all orders on Orders tab.
1.1 Lists relating to orders
Attendee list: the list of all attendees, which you can sort and filter.
one line = 1 ticket.
Completed orders: the orders that have successfully been booked.
one line = 1 booking.
Pending orders: the list of orders that still need to be accepted or declined by you > click on the actions tab (on the right-hand side).
Before an event, it’s important to check for any pending orders. If the balance isn’t 0.00, the corresponding tickets will be invalid when scanned.
Order with balance: the list of orders that still have a remaining balance (either positive or negative).
Quotes and invoices: the list of all quotes and invoices.
Memberships: the list of orders with a membership purchase.
Gift cards: the list of orders with a gift card purchase.
1.2. Lists relating to retail products
Retail orders: the list of orders including retail items.
2. How to view a specific order
The booking view contains 3 sections:
Order details: Including all booking details with general actions on the booking
You see the reference of the order and the order details (at the booking level)
Edit order brings you to the "create a sale" to edit the order.
Depending on the order type, when you click on "action" you can
Accept/refuse the order (if this order is a request to book)
Resend the order (by email)
Print the booking (with thermal tickets)
Download the receipt/tickets (in PDF)
Mark all tickets as scanned
Cancel and refund as voucher
Export the booking (A4 excel file)
From the customer section, you can:
Choose & select the customer for that order
Edit the customer assigned to that order through the right-side panel as you can see in the picture below
Order overview: provides an overview of tickets that are purchased, canceled, pending, and the payments processed.
Valid tickets will be in green.
Cancelled tickets will be in red (whether they have been refunded or not).
Pending tickets will be in grey.
Request to book tickets will be in blue.
Tickets: Including the list of all tickets from the booking with individual actions on tickets.
If you want to see more details, click on tickets and you will be able to see the status of each ticket (remember that you can manage filters to show other information).
At the ticket level, you can select tickets and click on actions as well if you have to update specific tickets within the same booking.
Retail products: Including the list of all retail products from the booking with individual actions on items.
3.Additional tips
To access a specific booking:
Go to Orders > Attendee List > Completed orders.
Use filters or search for the attendee by first/last name or email.
Click on the booking reference.
We recommend adding a custom field for Emails, so you can easily send the ticket to the customer by email after the sale has been completed.
You can read the following for step-by-step guidance: Create custom fields, and check this article to edit an order.