PatronManager Help

Introduction to Ticket Orders

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Introduction to Ticket Orders: https://help.pm.leapevent.tech/a/905868

Almost every box office transaction in PatronManager is stored as a ticket order - it doesn't matter if the transaction is for a single ticket or a subscription package. In this introduction, you'll learn:

  1. What does a ticket order look like?
  2. How do I find a specific patron's ticket order?
  3. Can I see a list of all ticket orders?
  4. How do ticket orders get created?
  5. Can you show me how to get to the PatronTicket Hub?
    • The PatronTicket Hub is the center for all things ticketing!

1. What does a ticket order look like?

Let's take a quick tour of a completed ticket order:

  1. At the top of the order, you'll see basic information like the order's status. This one is complete - it's been totally paid for.
  2. Next, you'll see some info about the patron.
  3. In the upper-right, you'll see the total paid, including fees and donations.
  4. You'll click into these sections of the ticket order when you need to complete these actions - printing the tickets, exchanging, and refunding.
  5. Here they are - the tickets! Click the expandable arrow for more detail about each ticket purchased.
  6. If your patron made a donation, it'll be listed below the tickets.

2. How do I find a specific patron's ticket order?

First, search for the patron in the global search bar, then click on their Contact record:

On their Contact record, click Ticket Orders in the Related List Quick Links section:

You'll see all their ticket orders! Click one to get to the ticket order itself.

3. Can I see a list of all ticket orders?

You bet! On the PatronTicket Hub, click View Ticket Orders:

View Ticket Orders tile in PatronTicket Hub

Orders can be filtered by status, date, and more:

PatronManager classifies these ticket orders to make it easier to find them
  • Reservations are ticket orders for which no payment has been processed.
  • Partially Paid ticket orders have processed payment, but that payment is for less than the total cost of the ticket order.
  • To Be Qualified ticket orders need to be associated with either a new or existing contact in PatronManager.
  • Complete ticket orders have been fully paid and processed.
  • Automatically Qualified ticket orders were qualified by the system, because the information in the ticket order exactly matched the information in one of your contact records.
  • Subscription Orders are exactly what they sound like: ticket orders that are part of a subscription package.
  • Pending Renewal orders are for seats that are being held for patrons who have not yet renewed their subscriptions.
  • Membership Orders are memberships that are sold through the Ticketing path.
  • Awaiting Fulfillment orders are ticket orders for a subscription package to which you have not yet assigned dates and seats.
  • Exceptions are ticket orders for which there was a problem processing payment or sending the confirmation email.
  • In-Progress Online Orders are Ticket Orders patrons have started on your Public Ticketing Site (PTS) but have not completed yet; use this view only for picking up an order a patron started online if they call you to complete the transaction
  • My Draft Orders are orders you've saved for later without completing - these orders do not hold seats and automatically delete after an hour.

4. How do ticket orders get created?

In one of two ways:

You and your staff sell tickets to patrons via PatronManager Box Office:

Head to the PatronTicket Hub tab and click Sell Tickets:

Sell Tickets in PatronTicket Hub

This is our favorite way to sell tickets to patrons! It's sleek, modern, and easy to use.

Your patrons purchase tickets via the Public Ticketing Site:

You can see your organization's Public Ticketing Site by going to the PatronTicket Hub tab and clicking your Public Ticketing Site link:

PTS link

Your site is sure to look different from the image below, as the site is largely customizable!

5. How do I get to the PatronTicket Hub?

Click the waffle icon in the upper left, then click on PMGR Ticketing or PMGR Ticketing Admin:

This PMGR Ticketing view, or "app" will automatically land you on the PatronTicket Hub!

PatronTicket Hub
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Next Article What do all these Ticket Order fields mean?
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