Use this link to share with your colleagues:
Introducing PatronManager Box Office: https://help.pm.leapevent.tech/a/808414
PatronManager Box Office is your home for end-to-end box office ticketing. Simply click "Create Ticket Order" from the PatronTicket Hub or a Contact Details Page to get started.
Ticket Creation
Once you select Create Ticket Order, you'll see a new menu with buttons to Add Tickets, Add Subscriptions, or Add Memberships. (You can also use the Add Items menu on the top left now or at any point in the process to add additional things to your order.)
The new PatronManager Box Office is what you'll use to manage all kinds of ticket orders, but only single ticket sales use the redesigned "Add Tickets Path" interface. Adding Subscriptions and/or Memberships follow the old/existing path, and you'll end up back in the new box office experience after you add them to your cart. You can check out the Help Tab article How to Sell a Subscription to learn more.
Contact Lookup
Our favorite part of this new design is the Contact Lookup field, right at the top of your screen. By typing only a few letters of a patron’s name, you’ll see all relevant matches appear, and when you select the desired contact from the drop down list, you're connecting their contact information to the new order.
Once a contact is selected, you’ll see their name, email address, and up to three custom badges in the green header bar. This information will follow you throughout the order creation process.
Badges can be customized depending on the needs of your organization. In our example, we show the Major Donor and VIP Patron badges appearing automatically on applicable contacts. You can add different badges that are relevant to your staff. For more information on how to customize badges, see the Help Tab article How to Show Badges in the PatronManager Box Office.
New Checkout Flow
Once you choose to add some items to your order, you’ll be guided through the steps of the new Box Office Experience: Items, Pricing, Review, Buyer, and Payment.
These initial steps for adding single tickets should look very familiar. You'll start with the Add Tickets Path that you're already using, adjusting the filters to find the event you’re selling tickets for and following the steps that guide you through date and seat selection. You’ll notice that the Contact information you selected at the start of your order remains visible in the header bar throughout the purchase process. (The bar is green right now to indicate this order is a draft; it will turn orange if you save the order as a reservation, and navy blue when the order is complete!)
You can expand the Order Total box in the top-right corner of your screen at any time to get a look at the running total, and the breakdown of items/fees/donations.
Once you have selected seats, click Next to move onto pricing.
In the Pricing tab, you can review and adjust the price levels for each selected event. You can change the price level individually for each seat, or apply a single change to all seats in the same allocation.
You can manually apply discount codes or ad-hoc discounts to selected items using the Apply Discount menu at the bottom right.
Discounts associated with benefits will automatically apply to eligible orders. (You can learn about How to Create a Limited Use Discount in the PatronManager Help Tab.)
Once the price levels and available discounts have been confirmed, click Next to review the order.
At any point during the order process, you can add additional items to the cart by clicking "Add Items" in the top left. This will take you through the same process, adding tickets from the same event or other events to the same cart.
You'll see the details, including fees, applied discounts, and quantity, for each event instance. You can click the arrow to expand and see the seat-level detail.
Click "Make Changes" to head back to the pricing page and make adjustments -- you can even make changes to Subscriptions and Memberships in the same interface, once they've been added to the order.
Prompt your box office reps to ask the patron for a donation using the same "Donation Label" text that appears online on your public ticket site.
This screen is also the first time you can select Payment Type, Order Origin, and Delivery Method, and waive fees. Click Next to verify the buyer's information.
The buyer screen will show the selected contact details, and allow you to make any final changes to billing and general information. Your organization's custom ticket order fields will also appear here. If the delivery type is not already email, you can select to send a confirmation email for the order, as well as opt-in the contact for future marketing emails from your organization.
Click Next to finalize this orders' payment.
The final step is to confirm payment information. If a credit card is used, you can save the information for future transactions. You can confirm or adjust the payment amount here, before clicking Submit on the order.
Order Details
Once your order is complete, you will notice that the green contact bar has turned dark blue. This indicates the order has been completed! You can now print tickets, review order details or issue a refund or exchange.
Once an order is submitted, you can immediately create a new order. You can also leave the PatronManager Box Office by clicking Exit. This will bring you back to the PatronTicket Hub.
For more information on how to use the new PatronManager Box Office, check out the Help Tab article How to Sell a Ticket in the PatronManager Box Office