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How to Sell a Membership in PatronManager Box Office: https://help.pm.leapevent.tech/a/1572650
In this article, we'll walk you through how to sell a Membership. In PatronManager, we define Memberships as a unique type of "event" that, when purchased, allows you to grant specific Benefits to those who purchase it.
Let's jump in!
This process is fairly similar to selling tickets - if you're unfamiliar with that process, here's an article just for you!
In order to sell Memberships in PatronManager, you will need to build your Memberships according to our directions.
1. Click "Create Ticket Order" from the PatronTicket Hub or the Patron's Contact record
If you create a Ticket Order without attaching it to an existing Contact, you'll need to qualify the order later.
From the patron's Contact page, hover over Ticket Orders in the Related List Quick Links section.
Or, from the PatronTicket Hub, click Sell Tickets
2. If you started from the PatronTicket Hub, use the Contact Lookup Field to find your Patron
If you started the order from the Contact record, this step is already taken care of!
You can update the patron's Contact information at any time during the checkout process using the Edit Buyer Info button.
This will bring up an overlay where you can edit the contact info for this Ticket Order, plus add Order Comments and more.
If you check the "Update Contact Record" box, changes you make here will also update the patron's Contact record when you submit the order!
Or you can create a New Contact if your Patron isn't in your system yet.
You'll get an overlay where you can add the patron's information.
3. Select "Memberships"
4. Select the Membership you're selling
In this example, we're selling the "Young Justice Membership."
5. Select the correct Member Price Level
If you have PatronPortal enabled, you can only add one of each Membership to an order!
6. Click Add Pending Items
7. Review General and Billing Information
If you haven't selected a Contact for this order yet, you'll need to fill a lot of this screen in manually. If you have selected a Contact or filled out information using the Edit Buyer Info button (as we did in this example), most of it will fill in automatically.
- Verify the contact and billing information here; don't worry, any information you update on this screen won't update the Contact record.
- Custom fields you've added to your Ticket Order will show up at the bottom of the screen.
- Click "Next" to finalize payment.
8. Add a donation if your patron is feeling generous
Here we'll add a $10 donation.
9. Enter the Payment Method, Order Origin, Delivery Method, and Order Source
Use the picklists at the bottom of the screen to enter this order information. Any defaults you've set for your organization will be selected automatically.
10. If you need to add more items to the cart, click Add More Items
This will bring you back to the page from step 3 to add more tickets, subscriptions, or memberships to the order.
11. If you need to adjust anything in the cart, select Edit Cart
This will bring up the big cart where you can:
- Adjust Price Levels
- Manage Discounts
- Clear Discounts
- Remove Items
Make sure to select at least one item from the cart to edit!
Once you've made any necessary edits, click Back.
12. Click Confirm Contact
13. Great job - it's time to take the payment!
How you enter payment information is dependent on the Payment Method you selected:
If Cash or Check is selected, you can enter the payment amount manually, then click "Submit Order."
If Credit Card is selected, you can enter a new card or use a saved credit card to process the order. To enter a new card, click the "Submit Order" button.
Then swipe or key in the card number on your credit card swiping device and click "Confirm."
