1. Add a description. This is just for your benefit and is never seen by patrons.
2. Choose the criteria.
3. Set the fee value.
4. Click "Add New Fee Rule" if there are more rules.

1. Determine the name of the fee. You'll see this name in your Box Office Reports, and anywhere internally where that fee may appear, with the exception of standard Salesforce reports. If you choose to display the fee separately from others, your patrons will also see this label.
2. Choose whether to display this fee to your patrons on its own or grouped with other fees. You can give the grouping a label in the PatronTicket Settings tab. Grouping is useful if you choose to assess many different fees (such as an order fee, a delivery fee, flat-rate credit card fee, or a fee for tickets sold over the phone). This option will add them together and display them as one to your patrons so they aren't presented with a long list of item fees.
3. Select any Other Settings that apply.
   • Check the Waive if order contains subscription option if you want to waive any order-level fees on single tickets when an order includes a subscription.  If you need to apply this fee on single tickets regardless of whether there's a subscription on the order, leave this option unchecked.
   • The same reasoning applies to the Waive if order contains membership option.
   • You can automatically Waive if order subtotal is zero - useful if you have some free events or process a bunch of comp tickets and don't want to charge this order fee if all the tickets on the order are free. Note: your patrons will still be able to add a donation to their order without affecting this setting.
   • You can also automatically Waive if order contains only "Order Fee Exempt" Events. The "Order Fee Exempt" setting is on the Ticketable Event setup page; if a patron purchases only tickets to Events with that box checked, this option allows you to automatically waive their order fee.
   • If your organization charges sales tax, you can choose whether to Apply tax to this fee.
   • The "Allow users to waive this fee" option is checked by default, and refers to internal, box office users.

On this page, choose the fields you'd like PatronManager to check when determining if this fee is assessed (you can choose more than one). In our example, we could go with Order Origin or Entry Method; Order Origin allows for a bit more flexibility, so we'll choose that option.

1. Add a description. This is just for your benefit and is never seen by patrons.
2. Define the criteria. In our example, we want to charge for Phone and Walk-up orders, since those take up valuable box office resources. We'll skip Online and Portal since we want patrons to use our Public Ticketing Site; we'll also skip Imported since those orders may vary more widely. Finally, we'll skip Phone Room--a custom value--since in our example that's our outbound telemarketing team's Order Origin, and we don't want to charge patrons an extra fee for responding to an outbound sales effort.
3. Set the fee amount. We chose $3 in our example.
4. Click "Add New Fee Rule" if there are more rules to configure for this fee - for example, you could set different rules if you wanted to charge a $3 Convenience Fee for Walk-up sales and a $5 Convenience Fee for phone sales.
5. When you're done, click "Next".

You can check your work by creating a Ticket Order that meets the criteria for assessing the fee you just created. In this case, you'd create a Ticket Order and select "Phone" or "Walk-up" as the Order Origin, and expand the arrow next to Order Total to ensure your $3 Convenience Fee is applied along with any other applicable Order Fees.