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 your Smeetz account > 'Orders' tab.
Lists relating to activities/tickets
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, you might need to check if you have pending orders, because if the balance isn't 0.00, then those customers will have an invalid ticket when they are 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
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 overview: Including all booking details with general actions on the booking
Tickets: Including the list of all tickets from the booking with individual actions on tickets
Retail products: Including the list of all retail products from the booking with individual actions on items
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
Make sure that you have custom fields for First Name and Last name on your product so that you can easily find the attendees in the attendee list by name.
We also 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.
Read the following for step-by-step guidance: Create custom fields
2.1 Order overview
Order details
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
Export the booking (A4 excel file)
Customer
From that 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
Below you have an overview of the tickets purchased/cancelled/pending and the payments executed
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
2.2 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
to show other information).
At the ticket level, you can select tickets and click on "actions" as well
Check this article to edit an order.