PatronManager Help

December 2017 Release Notes Overview

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December 2017 Release Notes Overview: https://help.pm.leapevent.tech/a/808396

What's New in This Release

We are thrilled to announce the release of a entirely new Box Office Experience. With a new design, as well as a quick contact lookup and streamlined checkout flow, selling tickets through the box office has never been easier. Based on feedback from you, we’ve built an interface that streamlines the entire ticket order management process, which makes it even faster and simpler to run your box office with PatronManager.  

PatronManager Box Office: An Introduction

The new PatronManager Box Office completes a process that we began in our last release when we introduced the new Add Tickets Path. Combining that upgrade with this release provides a completely enhanced end-to-end box office ticket selling experience. It’s more than a redesign; it’s a rethinking of how PatronManager can improve your work in the box office.

With a modern design, your patron information is front and center while you process an order. A new customer lookup field lets you search for existing contact information, and see the most important customer "badges" throughout the order process. Simply click "Create Ticket Order" from a Contact or the PatronTicket Hub to get started.

PatronManager Box Office: Feature Highlights

1. Create Order Screen with Contact Lookup

After clicking "Create Ticket Order," you'll see a clear prompt for adding tickets, subscriptions, and memberships. You can use the Contact Lookup field to select an existing contact, whose name, email, and selected badges will appear in the green header bar throughout the order process. The background color of the header bar indicates the status of the order -- green for Draft, blue for Complete, orange for Reservation, and so on. 

(Check out our article on adding badges to PatronManager Box Office for more information on how to use these badges.)

2. New Checkout Flow with Tabs

Tabs at the bottom of the screen will guide you through each stage of the process:

ITEMS - Review, add, or remove items in the cart.

PRICING - Select price levels for any seats.

REVIEW - Review order details and make any final changes including selecting payment method, order origin, and delivery method.

BUYER - See or adjust buyer details associated with your selected contact, including billing information and custom fields.

PAYMENT - Enter payment details and submit your order.

3. Order Details

Once a transaction has been processed, the green header bar will turn dark blue to indicate the order is complete. This final screen displays the buyer and order information, and includes a new set of tabs for actions you might need to take on a finished order, like printing tickets or processing an exchange or refund.

December 2017 Release Notes Webinar

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