Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent

It is your turn to purchase tickets for a general admission seating event on behalf of a constituent. (Note: The steps outlined here are the same for purchasing tickets for an online event.)

To purchase a ticket to a general admission seating event (or online event) in the CRM:

1. Select Events from the navigation menu.

2. Select Sales & Check-in on the drop-down menu.

The Tickets page will appear.

3. Select the event on either the All Events tab (for future events) or the Today's Events tab (if the event is occurring on the current day).

4. Select an occurrence date and time (even if there is only one occurrence of the event, you must select it).

 

Selecting Tickets:

1. Enter the number of tickets you wish to purchase for each ticket type (i.e., Adult, Child, etc.) in the first box provided for each ticket type, as applicable.

2. Select Add next to each field in which you entered ticket information (i.e., Adult tickets, Child tickets). The tickets are now added to the constituent's cart.

3. Select Checkout.

 

Processing a Transaction:

1. Enter the constituent's First Name, Last Name, and Email Address. If your organization wishes to collect address information, select the More fields link and enter the address. Note: If the constituent has an existing account with the organization, you may search for the constituent in the top field by name or email.

2. Select an option in the Payment Type drop-down menu. Note: If you select Credit Card, enter the constituent's credit card information in the fields provided.

3. Review the Order Summary information with the constituent (if speaking with the constituent on the phone). Note: If you need to make changes, select the Edit order link.

4. If applicable, enter a discount code in the Apply a Discount Code field and select the Apply button (optional).

5. Select the Submit Order button.

Congratulations! You have just purchased tickets for a general admission seating event (or an online event) on behalf of a constituent.