To ensure the new fields work correctly, you'll need to tell PatronManager which Benefit Levels are most valuable/important to your organization. This is a bit like setting the Sort Order on a Ticketable Event or Price Level; it tells the system which Benefit Level should take precedence if a given patron has more than one active Benefit at a time.

For example, if a patron renews early and upgrades from Silver to Gold, you'd want to start recognizing them as a Gold member right away even though their Silver membership may technically still be active.

There are two new fields on the Contact object, with values that automatically update nightly:

• Current or Most Recent Benefit Level
  • This provides the name of the patron's best ranked (lowest number) current Benefit Level, or if all their Benefits have expired, the name of the one that expired most recently.
• Latest Benefit Expiration Date
  • This provides the latest expiration date across all the patron's non-cancelled Benefits, regardless of Rank and whether their membership is current or expired.

This badge automatically updates nightly based on changes to the "Latest Benefit Expiration" field. It has three possible values (or blank):

• Current Member (green)
  • This badge will show if the Latest Benefit Expiration date is more than 30 days in the future.
• Expiring Member (yellow)
  • This badge will show if the Latest Benefit Expiration date is within the next 30 days.
• Lapsed Member (red)
  • This badge will show if the Latest Benefit Expiration Date is within the past year.
• Blank (no badge)
  • No badge will show if the patron has no Benefits at all, if their only Benefits were cancelled (typically if a membership was refunded), or if their last Benefit expired more than a year ago.

You'll need to adjust your Contact page layouts to see the new badge there, but in PatronManager Box Office we've got you covered! The relevant Member Status badge will appear automatically in the header for a patron's Ticket Order, as soon as you connect their Contact.

This is the layout you've had all along - nothing will change unless you decide to switch to the new Option 2 below.

Ideal for simple subscription collections made up of a small number of packages, this lists all the subscription Event Instances with their detail up front, letting the patron quickly choose and purchase with minimal clicks. If your season is more complex, though, it can make the page very long and a bit overwhelming.

We recommend keeping this option if you:

• Only have one Subscription Ticketable Event for sale (e.g. "2023 Subscriptions")
• Don't use the subscription Ticketable Event Detail field (instead put your important subscriber info in the right sidebar, using the "Subscriptions Content" field in PatronTicket Settings)
• Keep the subscription Event Instance Detail short (e.g. just the list of performance dates for each package)

This is the same layout as the Events page option previously known as "Expanded View" (which is now also called "Grouped by Event" for clarity).

Ideal for more varied or complex offerings, this highlights your different kinds of subscriptions (different Ticketable Events), each with their own image and description. The patron clicks on subscription Event to learn more about that offering, then chooses a package from there.

We recommend this option if any of the following apply:

• You have multiple subscription Ticketable Events on sale at once (for example, if you have separate subscription Events for Fixed vs Choose Your Own subs, or separate subscription Events for Classical vs Pops series)
• You have information to show on the Ticketable Event (for example, if you provide  info about the specific package and subscriber perks on the subscription Event, and keep the Event Instance detail for info on the specific performance dates/venues)
• You put lots of info in the Event Instance Detail for each subscription package (for example, lists of dates, venue info, seating chart graphics)

You'll find it here:

In Setup, head to "Classic Email Templates", open the "PatronTicket Email Templates" folder, and ensure that the relevant template is marked as "Available For Use":

This has always been true for STS gift cards that are already associated with the patron's record, but it's worth a reminder. The balance that appears next to a pre-existing gift card in PatronManager Box Office is up to date, no button clicking necessary:

Gift cards are saved "on file" for a patron when used to pay for tickets in Portal or the box office, or if the gift card was created by refunding a ticket.

If you enter a new gift card number, you can now click a button to check the balance, which will appear in a pop-up:

To speed up checkout, it's possible to use a gift card to pay for an order even if the card balance doesn't cover the full amount. You don't even have to update the Payment Amount! Here's how it works:

• If the gift card balance is greater or equal to the order total, the Order Status will change to Complete (or To Be Qualified if there's no pre-existing Contact), and the gift card balance will be updated to show the new value
• If the gift card balance is less than the order total but greater than the minimum payment amount, the Order Status will change to Partially Paid, and the gift card balance will be updated to zero. You'll need to use another payment method to complete the order.
• If the gift card balance is less than the minimum payment amount, you'll see an error message, and the Order Status will remain unchanged. Try another payment method instead.
  • You can still use the gift card toward the order, you'll just need to enter another payment first using a method that can cover the minimum payment amount.

Some clients are already using phase one of this feature in beta, and phase two will be added to the beta following this release!

We're making changes based on client feedback as we go, and are starting development on phase three. Here are the three phases:

• Phase one: Fixed subscriptions that take place in a single venue
• Phase two: Fixed subscriptions that take place in multiple venues
• Phase three: Choose Your Own subscriptions

It's too soon to promise a specific date, but we're optimistic that it will be ready for full release this year. As always, safe harbour: development priorities are always subject to change.

Maybe! PatronManager's beta program is not a good fit for everyone, but we are accepting more organizations into the beta for this feature, so feel free to reach out via a support case if you think it might be a fit for you. Here are some things you should know first:

1. There is no guaranteed support for features in beta
   • We encourage feedback and want to know if anything isn't working well, but there is no set response time for questions nor a specified timeline for fixing bugs. If the feature does not work as you expect or if you encounter problems using it, your solution would be to disable the feature.
2. Features in beta are subject to change, and may be discontinued
   • Beta features are still in development, which means they are likely to change. We may also need to temporarily or permanently disable the feature (or aspects of it) as part of the development cycle. If you're uncomfortable using a feature that may change in design or functionality, participating in a beta program may not be a good fit for you.
3. Beta participants must be able and willing to provide feedback
   • We release certain features into beta prior to full release for several reasons, but primarily to obtain client feedback and real-world data during active development. This helps us ensure that the final result meets your needs and will be useful! In order to make this process successful, we only include beta participants who will be able to use the feature regularly and who are willing to provide feedback along the way.

Sometimes! The best way to get involved with product research and be invited to things like focus groups is to suggest and vote on Product Ideas in the Client Community. When we need answers to questions about new potential features, that's where we start! Click to learn more about Product Ideas and add your voice to this one.