1. Create New Delivery Method
a) Go to the Tools page on the left hand side
b) Click Delivery Methods and then New Delivery Method
2. Add Details
a) Name
b) Description
c) Price - this will be added to the basket total. If no charge just enter 0.00
d) Tax Rate - select from the dropdown
3. Customer Preferences
a) Optional, choose which additional contact details (as well as name and email address) are required from the customer at checkout
b) You can choose the following (you can choose both or none if you'd like):
Requires address
Requires phone number
4. Channel Access
a) Select which Channels can access this Delivery Method
b) It will then appear in the booking flow for every Channel that is selected
5. Add Email Sequence
Choose what emails should be sent to customers selecting this Delivery Method by clicking Add New Email and selecting the following options:
a) Email Template - select from the dropdown
b) Send Time - select from:
At point of booking
Specific time before/after the performance start time
Specific time after the transaction completes
c) Attach Ticket Template associated with this delivery method - optional
d) Click Save
NOTE - Customers will receive their emails according to the templates and Email Sequences that were set at the time of their order. If you change any of your Email Templates or the Send Time for them, this will then only apply to future orders.
6. Image
a) Optional - upload a .jpg or .png file, no larger than 1MB
b) This will appear in the booking flow, at the top of the checkout page
7. Click Submit
8. Edit or Delete Delivery Method
a) If you need to make changes, click Manage on your Delivery Method list
b) Delete if necessary
c) Or click Edit to make changes and Submit