Use this link to share with your colleagues:
How to Set Up Non-Ticketed Member Admission: https://help.pm.leapevent.tech/a/1023087
So you checked out the Non-Ticketed Member Admission app and decided to jump in - great! Below, we'll show you how to set up and optimize Non-Ticketed Member Admission for you and your team.
In this article, we'll cover:
- How to give your users permission to use Non-Ticketed Member Admission
- Ways to optimize Non-Ticketed Member Admission, including
- Member Lookups
- Customized Page Layouts
- Ways to indicate a guest cap
- Helpful Related Lists
- QR codes
This process should take around an hour to complete, depending on how familiar you are with navigating Setup.
Let's give internal users access to Non-Ticketed Member Admission
To do this, we'll first build a Permission Set, then assign it to our users.
If you've already set up Non-Ticketed Member Admission and are coming back to this article because you need to grant access to new users, you'll assign them the "PMGR Member Admission" Permission Set from their User page in Setup.
1. Go to Setup
2. Search for and select Permission Sets
3. Click New
4. Fill in the details
- Label: PMGR Member Admission
- API Name: PMGR_Member_Admission (this will auto-fill)
- Description: Grants access to Objects required to use the Non-Ticketed Member Admission Feature in PatronManager.
- Session Activation Required: unchecked
- License: --None--
- Click Save
5. Click Object Settings
6. Click Admissions
7. Click Edit
8. Enable Object Permissions, then Save
Check the Enabled box for the following Object Permissions:
- Read
- Create
- Edit
- Delete
- View All
Don't forget to save!
9. Click Object Settings
10. Click Guest Admissions
You will either need to scroll down, or search for this using ctrl+F
11. Click Edit
12. Enable Object Permissions, then Save
Check the Enabled box for the following Object Permissions:
- Read
- Create
- Edit
- Delete
- View All
Don't forget to save!
13. Click Manage Assignments
14. Click Add Assignments
15. Select the Users who will use Member Admissions, then click Assign
16. Click Done
Now that you've created the Permission Set and assigned it to some of your Users, you can optimize the Member Admission app and start using it!
Steps to optimize Non-Ticketed Member Admission:
1. Launch the PMGR Member Admission app
The PMGR Member Admission App is a custom workspace for museum member admission. Get there via the App Launcher - we'll use it throughout this whole article.
2. Add the Member Lookup tab
The Member Lookup tab helps you and your staff find your patrons and admit them quickly. To add this feature, we'll create a new Lightning page, then we'll add it to the Member Admission app.
1.1. Click the Setup Gear in the upper right hand side of the page and select Setup
1.2. Search for and click on Lightning App Builder
1.3. Click "New"
1.4. Select App Page and click Next
1.5. Enter "Member Lookup" as your Lightning Page label and click Next
1.6. Select the first design - Header and Left Sidebar
1.7. Search for "contact", drag "contactLookup" from the Custom section onto the page layout, then click Save
1.8. Click Activate when this pops up
1.9. Make sure the page is set to "Activate for all users", then click Save
1.10. Click Finish when this pops up
Don't worry - we're about to do what it's asking of us.
1.11. Alright! You're halfway there!
2.1. Click Back
2.2. Search for and click on "App Manager"
2.3. Find the PMGR Member Admission App, click the down arrow on that row, and Edit
2.4. Select Navigation Items, search for "member", then click Member Lookup
2.5. Finally, use the arrow to move Member Lookup into the Selected Items list, then click Save
2.6. Nice work - you just made everyone's lives a lot easier!
3.1. Click the pencil in the upper right corner
3.2. Drag and drop Member Lookup to the top
3.3. Click Save
3.4. Voila!
3. Customize a unique Admissions version of the Contact page
When we're admitting members to our museum, we don't need to see all their Contact information - we just need to see what Benefits they have so we can admit them, and see their recent Admission history.
In this step, we'll create a special Contact page just for the Member Admission app like this one:
Don't worry - building this new Contact page layout for Member Admissions won't affect your normal Contact layout!
1. Click Back...
2. ...and head to the Member Admission app again
3. Go to any Contact's page, click the Setup gear, then click "Edit Page"
4. Click Pages, then New Page
5. Select Record Page, then click Next
6. Fill out the fields and click Next
- Label: Contact - Member Admission
- Object: Contact
7. Go to the "Clone Salesforce Default Page" tab, choose Contact Record Page Default, then click Finish
8. First, click the Related tab in the center panel; then, in the right sidebar, remove the News tab and click-and-drag the Details tab to the top of the tabs list
9. In the center panel, remove the duplicates component
Hover your mouse over the duplicates component, then click the trash can icon that appears in the upper-right of the component.
10. Search for "relate", then drag the Related List Quick Links component on top of the right panel
11. Now search for "admission" and drag the admissionBenefitSelect component on top of the center panel...
12. ...then drag the admissionHistory component just below the Benefits component
13. All done! When your page looks like this, click Save
14. Click Activate
15. Select the App Default tab, then click Assign as App Default
16. In the pop-up, scroll down and check the PMGR Member Admission box, then click Save
17. Click Save
18. Whew, all done! Click Back and keep truckin' through this article
4. Include a Max Guest Count field
Max Guest Count field suggests a guest cap to your front desk when they're admitting a member. This field does not prevent a member from being admitted with more guests than they are allotted, but it serves as a reminder to admission staff when checking in a member.
In this section, we'll add the field to the Benefit Level so you can edit it for each level. After you do, the number will show up on someone's benefit as Max Guests, as seen below:
4.1. Go to Setup
4.2. In the Object Manager tab, search for and click on Benefit Level
4.3. Select Page Layouts, then click BenefitLevel Layout
4.4. Drag Max Guest Count into the Details section of the layout, then click Save
4.5. Click Save
4.6. Click the Object Manager tab again
4.7. You can now edit your Benefit Levels to have a Max Guest Count!
That'll help your staff know if a member is bringing in a few too many guests - nice work!
5. Add Admission & Guest Admission related lists
In order to view Benefits and Admission history on the Contact Record, let's add the Admissions and Guest Admissions Related Lists to the Contact Page Layout.
5.1. Still in the Object Manager tab in Setup, search for and click Contact
5.2. Select Page Layout, then click Patron Contact
5.3. Select Related Lists in the left bar of the palette, scroll down to the Related Lists section in the layout, and drag-and-drop Admissions onto the layout
5.4. Now click the wrench right above your new Admissions related list
5.5. Set up the related list properties as follows:
-
Selected Fields (use the arrows to move fields from Available to Selected):
- Name
- Admission Date
- Benefit
- Guest Count
- Sort By: Admission Date
- Descending: selected
- Click OK!
5.6. From the palette, drag-and-drop Guest Admissions just below the Admissions related list
5.7. Click that wrench
5.8. Set up the related list properties up as follows:
-
Selected Fields (use the arrows to move fields from Available to Selected):
- Name
- Admission
- Created Date
- Sort By: Created Date
- Descending: selected
- Click OK!
5.9. Click Save!
5.10. Click Yes if this pop-up says hello
5.11. Don't leave the other Contact page layouts behind! Add the Admissions and Guest Admissions related lists to those layouts, as well
No need to change the TBQ Contact layout, but it's a good idea to hit any other layouts a member may use.
6. Optional - Add a QR code to the Contact page
If you plan to scan in members using a QR code scanner, this step is for you! We'll add a unique QR code image to the Contact record, which you can download and print on a membership card.
6.1. Go to Setup, click the Object Manager tab, then search and click on Contact
6.2. Select Page Layout and click Patron Contact
6.3. Search for "qr" in the palette, then drag-and-drop the QR Code field onto the page layout
6.4. Click Save
6.5. Add the QR code to the other page layouts
Don't worry about adding it to the TBQ Contact layout.
