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

Once you get to Order Options, add a Lead Booker Name. This will be the name of the person that this Transaction is referenced under, and it will appear in the Information Bar on the Transaction Details drawer, the Seat Map (if Reserved Seating) and Reports for this booking

Add a Note to the Transaction to give more details if you wish

Once you've completed or reserved the Transaction, you will be taken to the Order Details View, with the Transaction open in the Transaction Details drawer. The Lead Booker Name is shown in the Information Bar beneath the Customer details

You can edit the Lead Booker Name at any time from the Transaction Details drawer (see below)

Open the Transaction. For Reservations and Completed Transactions, click the pencil icon next to Lead Booker Name in the Information Bar beneath the Customer details

Enter the name and click the tick button

To add a Note to the Transaction, click the Add Note shortcut button in the top right of the drawer, enter your text and click Create Note. Notes are shown on the Notes tab