PatronManager Help

How to Admit a Member and Their Guests

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How to Admit a Member and Their Guests: https://help.pm.leapevent.tech/a/1027989

Alright, so you've set up the Non-Ticketed Member Admission feature and you're ready to let your members into your museum, quickly and without selling them a ticket!  

In this article, we'll show you how to do just that.

1. Open the Member Admission app through the app launcher

2. Find the member

Use the Member Lookup tab, or...

...if you're using QR codes, simply scan the member in

Want to use QR codes to scan your members in?  Check out this article!

3. When the member's Contact page comes up, click Admit next to the appropriate Benefit

Most likely, you'll just choose the most recent, up-to-date membership.

4. Add any additional guests to the new Admission record

  1. Use the Guest Count field to enter how many guests came - useful for reporting later
  2. Use the Guests related list to track who came - perfect people to target during your next membership drive
    • To use the Guests related list, those guests will need to have Contact records in PatronManager

Heads up!

The Guest Count field does not automatically add up the number of Contacts in the Guests related list - but you can create a COUNT roll-up field that will.  Here's a Trailhead unit about roll-up summaries to get you started.

5. To admit the next member, either return to the Member Lookup tab, or simply scan their QR code

Keep that line a-movin'!

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