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Guide: Add Lead Booker Name

Follow the steps below to add a Lead Booker Name to Orders

Updated yesterday

1. Add Lead Booker Name at Box Office

a) Go to the Box Office page and go through the normal Box Office flow

b) Once you get to Order Options, add a Lead Booker Name - this will be the name of the person that this order is referenced under. This will then appear on the Order page and reporting for this booking

c) Add a Note to order to give more details if you wish

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d) Once you've completed or reserved the order, you will then be taken to the Order page where you can see all the details, including Lead Booker Name or Notes. You can edit these at any time by clicking Edit and/or the pencil icon

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e) If you have Reserved Seating, you can also see the Lead Booker Name when you hover over the booked/reserved seats on the venue plan for that performance

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2. Add Lead Booker Name on the Order page

a) If you did not put through a Lead Booker Name when initially putting through the order, you can do it retrospectively on the Order page by clicking the pencil icon in the Order Details section

b) Enter the name and click the tick button

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