PatronManager Help

July 2025 Release Notes

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July 2025 Release Notes: https://help.pm.leapevent.tech/a/1957266

Check out the latest PatronManager features! This release is packed with powerful updates designed to help you sell more tickets, renew more memberships, and streamline your box office operations.

Here's what's new:

  • Automatic membership renewal reminders are here — save time and keep members engaged with customized, on-brand messaging for each membership level.
  • A sleek new look for the Public Ticketing Site — a faster, smoother checkout with fewer steps and clearer event info.
  • A new calendar/timeslot view for Event Instances — ideal for timed admission and repeat performances.
  • Drive more revenue with a suggested 3% add-on donation to offset your credit card processing costs.
  • The box office just got faster with a new set of Quick Sale tiles for your next upcoming events and the ability to process back-to-back anonymous walk-up sales without re-checking that box every time.
  • And more!

Whether you're in the box office, on the development team, or running the whole show, these new tools are built to make your work easier and your patrons happier.

Let's take a closer look!

Have you filed a Product Idea lately?

This release delivers more than 100 Ideas suggested by clients just like you. Help shape the future of PatronManager by sharing your Ideas today!

Prefer watching to reading?

Register for the Release Webinar on Thursday July 10 at 3:00pm ET!

Automatic Membership Renewal Reminders

Save time and strengthen your membership program with automated reminders!

Use our friendly HTML editor to craft beautiful email templates, set reminder templates and cadence by Benefit Level, and send up to three reminders before and/or after a membership expires.

Reminders are automatically suppressed if a member renews or is marked as deceased, and you can opt specific members out of reminders (while gathering reportable data) if needed.

Public Ticketing Site updates

Help your attendees get their tickets quickly online! We grouped event information onto a single page, made it easier for buyers to switch between Event Instances to find their ideal seats, and added a brand new date/time view to streamline purchases for Events with lots of Instances, whether that's a 40-show run of Hamlet or timed admission at a museum.

And that's not all: you can now easily request a 3% donation during checkout to help cover credit card processing fees, and add a link to your Accessibility Statement in the site footer to better serve all of your patrons.

Click below to learn more about each update!

Choose between list view or date/time view by Event

A new picklist on Ticketable Events lets you choose whether buyers will select Instances from a list or from a new calendar view:

Your existing Events use List view by default:

If you choose Date/Time, your buyers will instead see a page like this:

We recommend using Date/Time view for Events with lots of Instances, especially if the Event Instance Name doesn't include critical details. For example, this view is great for timed admission, or long theatre runs with repeat performances on different days and times.

List view is best suited to Events with very few Instances, or Events where the Instance Name is necessary to help the buyer make an informed decision (like a chamber music festival where each Event Instance is a unique performance and the name indicates the difference).

Check out the streamlined purchase flow

This release includes lots of updates to simplify the buyer experience on your Public Ticketing Site, helping you sell more tickets, more quickly. Here are a few highlights!

Once buyers choose their Event Instance, the Event information is automatically collapsed - but easily accessible with a button (1) that expands details, rather than taking the buyer back to a previous page.

Buyers can also easily change between Instances - in List View, that's with a picklist (2), again designed to keep them moving forward in their purchase journey, rather than navigating back and forth from Event to Instance.

In Date/Time view, changing between Instances is as easy as clicking a different date or time in the selection interface on the right (3). If the Instance is reserved seating, buyers will also see a button to quickly jump down to seat selection if they prefer not to scroll (4).

If they'd like to view details about the venue (where you might include things like a map or parking/transit info), clicking the link (5) now opens a modal overlay, rather than directing buyers to a different page.

Other improvements include quantity steppers to help buyers quickly add multiple general admission tickets, a sticky "Add to cart" footer to make sure the next step is always visible, and UI enhancements to give the site a modern feel.

Ask online buyers to help cover credit card processing fees

Asking patrons to help cover credit card processing costs has long been a feature on Donation Forms, but it wasn't previously an option for the Public Ticketing Site. With this release, you can now encourage your buyers to help offset those costs!

Just add text in the "Fee Offset Donation Label" field in PatronTicket Settings:

If that field is populated, buyers will see your label above a button during checkout that lets them quickly add a donation equal to 3% of the current order total:

Consider including "3%" in your label text so the amount indicated on the button makes sense to the buyer.

You can report on the impact of these additional gifts with a new field in Ticket Order reports called "Fee Offset Donation Amount".

Note that this field is for estimation only, not for financial reporting.

The field is populated based on 3% of the order total when the buyer clicked the button. It is possible for the buyer to change the order total and/or the donation amount later (e.g. by adding or removing items or manually updating the donation amount field), but these actions will not change the value in the field.

PatronManager Box Office improvements

Sell tickets faster with the latest PMBO features! You'll find a new set of "Up Next" quick sale tiles to sell tickets to your upcoming shows or timeslots.

PMBO will also now remember your most recent setting for the "Anonymous" checkbox, allowing you to quickly sell back-to-back anonymous tickets without re-checking the box each time (though as a reminder, it's always better to collect patron data if you can).

We also adjusted the layout based on your feedback, moving the Contact lookup into the header to give you more space to work and more clearly marking donated subscription fulfillment items.

Click the headings below to learn more!

"Up Next" quick sale tiles

A new row of quick sale tiles shows the next three Event Instances coming up within the next 30 days:

Instances remain in this section until 15 minutes past the Instance Date, helping you quickly handle last-minute walk-up sales.

Back-to-back anonymous sales

Speaking of last-minute walk-up sales, we know that sometimes there just isn't time to ask for a name or an email address. In those high-pressure situations, you just need to sell tickets as fast as you can, and that's where the "Anonymous" checkbox can help.

With this release, PMBO will remember the checkbox value from order to order, helping you get through those high-volume scenarios quickly.

We highly recommend using the Contact Lookup field and collecting buyer info whenever possible. Data is your key to building strong relationships and encouraging future donors!

Space-saving layout adjustments

We love your feedback! Thanks to your Product Ideas, we adjusted the layout in this release to save space and put the most important details front and center.

That includes moving the Contact lookup/link into the header, increasing the size of the buyer name while slightly reducing the height of badges, and more.

Clearer indication when a fulfillment item has been donated back

When you refund a subscription fulfillment item by converting it into a donation, it previously reverted to showing as Unfulfilled, which was confusing.

With this release, you'll see new text clarifying that the item has been refunded, and you won't be able to accidentally fulfill it again:

The new Android scanning app is live!

Do you scan tickets and/or check folks in at the door? If not, wouldn't you love to have more data on attendance? And did you know that you can customize post-show emails to only send to folks who attended?

We recently released a brand new iOS app that lets you scan tickets, look up attendees by name, view live stats, use Group Scan Mode to quickly check in large parties, and more.

With this release, we've got great news: that same new app is now available on Android!

Other improvements

With every release we make incremental improvements and fixes, often based directly on your suggestions. Here's what else is new this month:

Percentage-based Item Fees

You can now set Item Fees as either a percentage of the ticket price or a flat amount. If you choose percentage, you can also choose whether the fee is calculated before or after any discounts.

The percentage option is available for Item Fees 2 through 5.

Item Fee Slot 1 is a flat amount defined on each Ticket Price Level.

More easily create a new Contact during qualification

We appreciate the client who suggested this improvement - thanks Adam! You can now edit details for a new Contact during qualification without having to scroll to the top of the page:

Google Tag Manager for Donation Forms

Are you using Google Tag Manager (GTM) to collect more detailed analytics than are possible with Google Analytics 4? You can now use GTM on Donation Forms by adding your ID to the new field in Organization Settings, here:

More data for the Meta Pixel on the PTS

If you're using the Meta Pixel integration for the Public Ticketing Site, you'll now find more data: we've added content_name and content_ids and added the Ticketable Event Name and Event Instance Name into the contents array.

Ability to limit the Event Inventory API by date range

If you're using the Event Inventory API to display and filter Events/Instances on your organization's website, and if you have very large amounts of data to handle (e.g. thousands of future Event Instances or large character counts in rich text fields), you'll be able to use URL parameters to limit the API response by Start and End date.

Our developer documentation for the Event Inventory API will be updated with the new URL parameter options in the coming weeks.

That's all for this release!

Want to be a part of the product development process?

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!

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