Use this link to share with your colleagues:
Learning Path: Box Office: https://help.pm.leapevent.tech/a/1189254
Before you begin....
Have you already completed this prerequisite path?
If not, we recommend you complete this path, then come back here!
Hey, Box Office Superstar! This Learning Path is designed to get you up and running with all your daily tasks like selling tickets, processing refunds, and more.
After completing this Learning Path, you'll understand how to:
- Sell single tickets
- Sell subscriptions, if applicable to your organization
- Refund and exchange tickets
- Print tickets
- Work with Gift Cards, if applicable to your organization
This Learning Path should take approximately one hour and fifteen minutes to complete, or two hours for folks completing the Gift Card section of this path.
Here's a checklist for you to print out and keep track of your progress:
Click below to jump straight to the topic you're working on today:
Let's do it!
1. Selling Tickets and Subscriptions
Estimated time: 30 minutes
Ticket and Subscription sales are the essentials of your box office operations. Let's jump in right meow!
Let's start with a look at PatronManager Box Office and walk through how to sell a ticket. You'll also learn how to reserve seats and use Box Office Express.
Required for all organizations:
Future Toolbox:
Does your organization sell subscriptions? If so, you'll want to learn all the ins and outs of subscription orders.
Required for some organizations: (ask your supervisor)
2. Refunds and Exchanges
Estimated time: 20 minutes
Your patrons will undoubtedly need to exchange tickets or get a refund at some point. In both cases, it's important to be fur-miliar with the process in PatronManager.
Be sure to check with your supervisor regarding your organization's policies for refunds and exchanges.
Need to refund an entire order, or maybe just one ticket from a larger order? No problem!
Required for all organizations:
Learn how to return a previously purchased ticket and replace it with a new ticket.
Required for all organizations:
3. Ticket Printing
Estimated time: 20 minutes
Whether you're printing tickets for a single ticket order or an entire event, we'll help you get ready to print those purr-ty tickets!
When selling tickets in-person at the Box Office, you'll want to know how to print tickets from a Single Ticket Order
Required for all organizations:
Batch printing is perfect when you need to print all of tonight's will call tickets out, or when you're mailing your subscribers' tickets to them.
Required for all organizations:
- Read: How to Batch Print Tickets for an Event Instance
- Read: How to Batch Print Tickets for Multiple Event Instances
Required for some organizations: (ask your supervisor)
4. Working with Gift Cards
Estimated time: 40 minutes
Gift cards are a great way for your patrons to share their love of your organization with family and fur-ends. Fortunately, we've got all the resources here to get you ready to go!
Got STS?
Your organization must be set up with the STS integration to sell and redeem Gift Cards with PatronManager. Complete this section only if your organization currently uses Gift Cards with STS, or may be interested in selling Gift Cards in the future.
Most of your patrons will buy their gift cards online, through your customized LocalGiftCards site. But for those patrons who call or come into your box office, no worries - you can still sell in person.
Required for some organizations: (ask your supervisor)
Future Toolbox:
When your patrons are ready to use their Gift Card, follow the steps below to apply their Gift Card as payment on a Ticket Order. You can also process a refund and apply the funds to an STS Gift Card.
Required for some organizations: (ask your supervisor)
5. Test Your Knowledge
Ready to test your knowledge? Stop kitten around and take our short quiz to see how well you learned everything in this Learning Path: click here!
Does your role entail more than what's covered here? Head back to our Learning Paths chapter and tackle another Path.
Congrats; you've completed your onboarding!
Will you be building events and subscriptions? If so, you have one more Learning Path to do before you're done.
Head over to your Graduation: What Do I Do Next? for a quick wrap-up and some helpful resources.