Create a sale from Smeetz

This article shows you how to make a sale for your customers directly from your Smeetz for Business account. It shows you the functions and advantages of the order creation page.

  1. Description of the page page and advantages
  2. How to create a sale
  3. Where to find the created orders
  4. How to cancel a ticket with or without a refund

1. Description of the page and advantages

The "create order page" is there for you to be able to book/sell a ticket via your Smeetz for Business account. Simply said, you use this function to book a ticket either for a client or as a reservation for future sale. An order is essentially a booking of any of your existing tickets. You are able to choose any specific product or ticket, the quantity, discount and payment.

This way, you are much more flexible when it comes to booking a ticket for a client in advance or selling one at the counter.

Why use this?

  • A customer would like to buy  ticket, yet is unable to book one online or pay online
  • You would like to reserve a ticket for a client
  • You would like to keep some printed tickets on hand at the counter for sale
  • A customer shows up at the event with a voucher/gift card/ promo code and would like to use it to buy a ticket at the counter

2. How to create a sale

To access the create a sale page, simply login to your Smeetz for Business account and go on Create > Create a sale.

The create order page is made up of three sections: Tickets, Discount and gift cards, and Payments.

2.1. Tickets

  1. Select the product, which contains the ticket that you wish to book

  2. Select the ticket with the correct date and time

  3. If you have a ticket with ticket with seating plan you can select a seat on your ticket with seating plan.
  4. All the prices of your ticket will appear below and you can choose the quantity. 

  5. Once the quantity is selected, you may change the price and the participants' details will need to be filled in .
  6. Add-ons can be chosen if the ticket suggests them.
  7. Fill in the custom fields for that product (e.g. name, phone number, address). If you do not have custom fields, you can set them up in the Product under "Custom fields".

Here you have the possibility to create a sale that groups together the purchases of several different products at the same time. To add a ticket, simply click on Add a ticket at the top right of the page.

2.2. Discount and gift cards

Here you can add a promotional code or use a gift card/voucher
  1. Select Add discount
  2. Insert the code in the field Discount Code and click on Apply. If the code is valid, it will be automatically applied and an indication of the type of discount used will show up next to the field.

You can obtain further discounts by selecting Add promotion code 

B2C Customer (2)-2

2.3. Payments

  • Select Add a payment
  • Choose the payment type, payment date and amount

A client can use more than one payment method for one order (e.g. 50% by card and 50% in cash). To do so, you just need to "Add" a payment.

  • Once everything has been filled out, save the order

A pop-up window will be displayed after the registration, letting you to:

  • Print the ticket
  • Download the ticket
  • Send the ticket by email
  • Start a new sale

3. Where to find the created orders

You can find these orders in the attendee list, just as any other booking.

  1. Go to Orders > Attendee List
  2. Use filters or search for the participant with their first/ second name

Make sure that you have custom fields for First Name and Second name on your product, so that you can easily find the participants in the attendee list with by name.Read the following  article to find out more.

We also recommend adding a custom field for emails, in case you wish to send your ticket to the client by email after the sale has been registered.

Once you have found the order, you may:

  • Download the ticket
  • Email it to the participant
  • Add further information about the participant's booking.

4. How to cancel a ticket with or without a refund

If you want to cancel a ticket, you will have the choose to cancel the ticket with or without a refund. First step is to go in the booking. Then, click on the button Option > Cancel and refund as below:

You will have two possibility to refund as policy: percentage or amount.

You can decide how much of the percentage of the amount of the ticket you would like to refund. If you choose to refund an amount, then in "Refund" you can choose a much of the price of the ticket you would like to refund.

Then click on the button Confirm

When the ticket is already canceled but without a refund, and then you would like to do a refund for this ticket, you may have another possibility to refund a ticket. Click on Edit Order > Add a refund.

In Type you can only choose the method of payement that the customer used to pay for the ticket online. Select the method of payement. In Refund, add the amount you would like to refund. Please be aware that the Balance on the left bottom of the page should always arrive to CHF 0.00.

To finish the refund, click on Update order