If you don't want to process payment for the entire Transaction yet, follow the steps below to save it as a Reservation.
Learn more - Guide: Sell Tickets via the Box Office
Save as Reservation
Check the Basket details. If you want to make any changes or add more items, click:
Back to Transaction Details to change Transaction or Customer information
The Event Title or Performance Date/Time to add more Tickets
Add Products or Vouchers, which will take you to the Products page
Underneath your Basket, click Save As Reservation
Choose from the following time options for when you want this Reservation to expire:
You can also create a Payment Link that you can send to the Customer, where they can pay themselves online
NOTE - if a Delivery Method is in the Basket, clicking this button will send or schedule the Email attached to that Delivery Method.
Learn more - Guide: Reservation Payment Links
Find a Reservation
Choose from the following options:
Use the Search Bar at the top of any Line-Up page to find a Transaction. You can search by:
Customer name
Email address
Event name
Reference number
Lead Booker Name
For Reserved Seating, go to the Box Office page, select your Event and Performance and, on the Venue Plan, hover over the seats to check the name attached to the booking. Right-click on the seat and click View Transaction to open it in the Transaction Details drawer
Also on the Box Office page for a Performance, click View Transactions in the top right to open the Transaction Items List in a drawer
Go to the Transactions page and use the Filter bar to find the Transaction. You can use the Status filter and select Reservation to see all Reservations, then click the Transaction to open it in the Transaction Details drawer
Learn more - Guide: Transaction Items List
Edit Reservation
Open the Reservation in the Transaction Details drawer, click Manage Transaction, then Edit Transaction, to return to your Basket
If you want to change Customer information, on the Order Options page select Back to Customer in the top left, then Remove Customer and add the new Customer details
If you want to change Tickets, click Add Tickets beneath the Basket to be taken back to Box Office, or the Event Title or Performance Date/Time in the Basket to be taken directly to the same Event or Performance
Once you add or change items in the Basket, changes will be saved automatically and you can leave the Reservation
You can also change the Delivery Method and Lead Booker Name on the Order Options page if you'd like to
When you're finished making changes to Order Options, click Continue to save your changes and either leave the Reservation or, on the payment page, click Finish Editing Reservation to be taken to the Order Details View, with the Transaction open in the Transaction Details drawer
NOTE - if the Transaction has a Delivery Method, it will not send a new Email when you click Finish Editing Reservation. If you'd like to send a new Email to the Customer about this Reservation, click the Email shortcut button on the Transaction.
Learn more - Guide: Download & Resend Tickets
Update the Expiry
Open the Reservation in the Transaction Details drawer
Click Manage Transaction, then Update Expiry
Choose a new expiry date and time, or Never, and save
NOTE - once a Reservation has passed its expiry it stays on the Reservations list but can no longer be edited. Set a new expiry before it lapses if the Customer still needs time to pay.
Learn more - Overview & FAQs: Reservations







