Use this link to share with your colleagues:
How to Change the Contact on a Ticket Order: https://help.pm.leapevent.tech/a/1112444
Occasionally, you might need to switch a ticket order from one patron to another. This happens most often if a ticket order was qualified incorrectly, and merged with the wrong Contact. Here's how to resolve that situation.
1. Navigate to the ticket order to see if it's qualified
If you don't see the "Qualify Order" button and "To Be Qualified" in the header, the ticket order is qualified; move on to step 2.
If you see the "Qualify Order" button, this is a great opportunity to check on the existing entries in Buyer Info.
1. Go to Buyer Info
2. Make any needed corrections on the existing Contact before you qualify the order and transfer it to the new Contact
This is a good time to correct any typos, capitalizations, etc. you notice.
- Click Edit to edit the fields
- Make any adjustments you need to the Buyer Information
- Click Done to save your changes
Don't attempt to transfer the ticket order to the new Contact yet!
3. Once the Buyer Info looks accurate for the existing Contact, click "Qualify Order
Rusty on how to qualify a Ticket Order? Check out our qualification video tutorial.
2. Click the X next to the Contact in the Ticket Order
3. Confirm that you'd like to remove the current Contact from the Ticket Order
This will allow you to make any necessary changes to the order and will also revert the order back to "To Be Qualified."
4. Go to Buyer Info
5. Make any needed updates to the new Contact information
- Click Edit to edit the fields
- Make any adjustments you need to the Buyer Information
- Click Done to save your changes
6. Once the Buyer Info looks accurate for the new Contact, click "Qualify Order
Rusty on how to qualify a Ticket Order? Check out our qualification video tutorial.
7. Great! You've connected the new Contact to the Ticket Order!
Need to resend the tickets to the new Contact? Be sure to update the email address or mailing address information on the ticket order, depending on how you'll deliver the tickets.
8. Send an email to both patrons letting them know what happened, and that the situation is resolved (optional, but recommended)
We recommend sending the email directly from PatronManager, so that there's a record of it!