Use this link to share with your colleagues:
April 2025 Release Notes: https://help.pm.leapevent.tech/a/1929449
Check out the latest PatronManager features and updates!
This release helps you save time and build stronger relationships with your members by delivering Digital Membership Cards, which you can send automatically or manually to help your biggest supporters keep their membership details at their fingertips.
You'll also find a fresh new Completed Order page in the box office to give you all the information and actions you need in one place, plus other box office improvements like small reminders to help you avoid common mistakes.
And that's not all: every release includes small updates and fixes to make PatronManager better and easier to use. Read on for all the details!
Prefer watching to reading?
Register for the release webinar on Thursday April 10 at 3pm Eastern. We'll demonstrate the latest features and answer your questions, live!
Digital Membership Cards
This popular Product Idea is now available in PatronManager! Send clean, modern membership cards automatically or manually, using fully customizable email templates that you can vary based on membership level.
Your members can then pull up their card on their phone and add it to their Apple or Google wallet to show it as needed at your venue (or just show it off to their friends), and they'll find any handy info you care to add built right in to the card.
Let's take a look!
Customize your cards
Help your members quickly pull up a map to your venue, learn about the perks of their membership, access the membership page on your site, and more.
Customize your card delivery template(s)
Use our built-in HTML editor to create beautiful branded emails for your members. Set separate templates for different member levels, or use one template for all memberships - it's completely up to you!
Send cards automatically or manually
For each Benefit Level, choose whether to:
- Send cards automatically when a Benefit is created
- Send cards manually from the Benefit record
- Don't send cards at all (perhaps you use Benefits for other purposes like awarding discounts to your staff members and you don't need membership cards for that).
View card sent status and resend if needed
From the Benefit record you'll see if and when the card was sent, and whether the patron added it to their Apple or Google wallet. You can also resend a card from here.
Report on cards that couldn't be sent
Perhaps you send digital cards by default, but some members without a valid email address need a physical card or a followup call. No worries; there's a built-in report you can adjust and subscribe to, which will help you find those un-sent cards!
We'd love to know more about that!
You'll notice that the cards include a QR code, but right this minute that code can't be scanned. We've added the barcode now so that when scanning functionality arrives, you'll be able to start scanning right away - without having to resend all your card emails and without confusing your members.
We'd like to hear from you about how scanning membership cards would benefit your organization. What would you like to have happen when you scan a member's card? Should it tell you whether their membership is valid or not? Pull up particular information about the member? Log an admission to your venue? Start a new ticket order for that member? Something else?
Please suggest a Product Idea and be as specific as you can - your ideas will help shape future scanning functionality in PatronManager!
PatronManager Box Office Updates
This release brings you several improvements to make the box office faster and easier to use.
New Completed Order Page
We've combined information that used to live on different tabs (Order Info, Print) into a single page so that you can view everything you need at a glance, and take any necessary actions.
- (1) At the top of the page you'll find the Order Status, Order Number, Buyer Info and Order Notes, and the Order Total summary.
- (2) Next of course your buyer name and link to the Contact record, along with any badges they have.
- (3) Below that, your item-level action bar to print, email, and check tickets in or out as needed.
- (4) Then you'll find the active single tickets, with columns showing whether they've been printed, emailed, or checked in, and all the cost info you're accustomed to.
- (5) If there are any refunded or exchanged tickets on the order, you'll find them tucked below the active tickets, in a "Deleted Single Tickets" section.
- (6) Any subscriptions and/or memberships, again with any deleted items tucked below each section.
- (7) Any Donations attached to the Order
- (8) Any Order Fees, clearly broken out
- (9) Payment Transactions
- (10) Open Activities, where you can create a task for yourself or a colleague
- (11) Activity History, to see things like sent confirmation emails and take actions like Log a Call
- (12) Journal Entries
- (13) Your Order-level action bar, to view/edit the Order Origin, Payment Method, and Order Source, and to do things like process refunds and exchanges, resend the confirmation email, or start a brand new Order.
Other box office improvements
Box office users will find more new things in this release:
We heard from you that it's sometimes too easy to convert tickets into a donation when in fact you wanted to refund money to the buyer. Now you'll see a confirmation prompt to make sure this is what you intend to do.
Sometimes you need to change the Contact on a Ticket Order, but it's important to take this action intentionally and not by accident. To make sure, you'll see a confirmation modal when you click the X beside the Contact:
When you remove a Contact from a completed Order, the Order reverts to To Be Qualified. Make any necessary changes to the buyer info on the Order, then qualify it to the correct existing (or new) Contact.
If you need to resend a confirmation email, click the button in the footer - you'll then see a modal to verify the email address you'd like to send it to.
Updating the email address here will not change the email on the Ticket Order, it will just send a copy of the confirmation email to the address you specify.
In PatronManager Box Office, several settings default to the last-used option to save you time—like quickly processing walk-up sales without selecting "Walk Up" each time.
Some of you suggested that the Payment Method should always default to Credit Card to avoid accidental cash sales. We heard you! A client poll showed that 75% preferred this change, while 25% liked the current setup. Now, you get to choose!
By default, new sales will now default to Credit Card. If you'd rather keep it as the last-used payment method, just check this box in PatronTicket Settings:
Additional updates
By default, memberships expire one year from the purchase date. With this release you have the option to change that for memberships sold going forward, to have them expire at the end of the month one year from the purchase date instead.
You'll find the option in the "Payment, Fee, and Delivery Settings" section of PatronTicket Settings, here:
Clients using Leap Merchant Services in Canada were experiencing a glitch in recently-created sandboxes that prevented testing transactions. This has been resolved, so sandboxes created or refreshed after the release will work normally.
Did you know that PatronManager integrates with three different email marketing systems?
Our partners at Beaufort 12 offer modern, robust two-way integrations with Mailchimp, Emma, and Campaign Monitor - and as long as you follow our setup instructions, all three are fully compatible with PatronManager.
PatronChimp, our legacy Mailchimp integration, is approaching end-of-life and will be retired at the end of this year. The newer integrations are fully supported and much more powerful, and they don't run up your data storage!
That's all for this release!
Do you have ideas for new PatronManager features or want to tell us about a part of the system where you'd like to see updates?
Log in to the Client Community to suggest and vote on Product Ideas, track suggestions your organization has given us in the past, see what's planned and in progress, and much more. Read All About Product Ideas to get started!
