How can I create a Reservation?
Via the Box Office page and going through the normal Box Office flow but clicking Save as Reservation on the Payment page.
You'll then be able to set the Expiry Time for the Transaction and create a Payment Link. You can read our Selling Tickets Guide for a detailed process on the Box Office Flow.
Can I send out a Payment Link for a Reservation?
Yes, either on the Box Office payment page when you first create a Reservation or on the Order page once you've saved it.
We have a detailed Guide on Payment Links.
Should I use my E-Ticket Delivery Method?
You should not use a Delivery Method that contains an Email Template such as "Order Confirmation" or "Your Tickets Are Here." Once you have saved the Reservation, these will send out according to the Email Sequence, regardless if the tickets have been paid for.
Instead, you should create and use a Reservation-Specific Delivery Method. It should only contain Email Templates such as "Secure Your Reservation Here," a Reminder and perhaps an Expiry Notice.
When the Customer wants to pay for their Reservation, then it should be switched to your E-Ticket Delivery Method. Once that balance has been settled, the Order Confirmation Emails will send out as the E-Ticket Delivery Method has replaced the Reservation one.
FAQs
How do I complete a Reservation?
How do I complete a Reservation?
Once you've found your order, click Edit Transaction on the Order page and you will be taken back to your basket so you can complete the order.
How can I release a Reservation? Is there an auto-release function?
How can I release a Reservation? Is there an auto-release function?
If you would like to manually remove a Reservation, then click Clear Basket when editing the transaction.
Reservations will never auto-release. This is to enable Reservations to work for Merge Tags in Templates and so that they appear in Reports.
Can I update the Expiry of a Reservation?
Can I update the Expiry of a Reservation?
Yes, by clicking the Update Expiry button on the Order page.
1. At the top right of the page, click Update Expiry:
NOTE - this button will only be available if it is a Reservation or In Basket order.
2. On the pop-up, either:
Enter a relative expiry time, e.g. 5 minutes from now
Or choose a custom expiry time - select date and time options from the dropdown
3. Click Update Expiry and the new expiry date and time will appear at the top of the order page
Can I edit the details of a Reservation?
Can I edit the details of a Reservation?
Yes, you just need to click Edit Transaction and make your changes:
When tickets and/or products are changed/added to the basket, this change will apply immediately.
When a Delivery Method or Customer Details are changed, you just need to click Continue and then that change will be saved.
You can then either leave the page or click Finish Editing Transaction on the final page.
Can I change Channel or Purchase Flow when editing a Reservation?
Can I change Channel or Purchase Flow when editing a Reservation?
Yes, it operates the same way as the standard Box Office process via the Settings Button on the top right.
NOTE - You can only use a Box Office Purchase Flow when editing transactions.
If your Reservation is using an Online Checkout Purchase Flow then you must select a new Purchase Flow to use.
If your Reservation has a Payment Link, then you will need to create a new one on the Order page once you've changed Purchase Flow and finished editing the Reservation.
How can I send a Payment Link in an Email?
How can I send a Payment Link in an Email?
By inserting Merge Tags into your Email Templates.
You can use the following that will ensure that the link is included in the customer's email:
{{ TRANSACTION.PAYMENT_LINK }}If the Reservation has an expiry date and time, then you can include the following if statement so that the customer knows when they have to pay by:
{% if TRANSACTION.EXPIRES_AT %}
{{ TRANSACTION.EXPIRES_AT.strftime('%a %d %b %Y %H:%M') }}
{% endif %}Learn more - Merge Tags