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Overview & FAQs: Group Bookings & Lead Booker Name

How to use Lead Booker Name and Notes for Group Bookings, and where to see grouped bookings

What's the best way of putting through Group Bookings?

By putting through Transactions via the Box Office page as normal, however we advise using the Lead Booker Name field for any bookings that want to be grouped together or seated near each other.

You can also create a separate Channel for Group sales if you wish.


Why would I want to add a Lead Booker Name?

Only one email address can be used per Customer - this is to avoid bad data, i.e. the same Customer multiple times.

This means that if you have multiple Transactions put through under the same email address, they will all have the same Customer name.

So while you may want to use the same email address on multiple Transactions, you may want to assign them to different names - Lead Booker allows you to do this.

You may also want to group different bookings together, e.g. if certain Transactions want to be sat near each other or have similar access needs. If this is the case, then you can also use the Note field.


How do I add the Lead Booker Name and Notes?

On the Box Office page, once you've selected the Tickets and added Customer details, you can add the Lead Booker Name and Notes on the Order Options step.

This will then appear on the Transaction Details drawer once it has been saved or completed.

You can also add or change them from the Transaction Details drawer: click the pencil icon next to the Lead Booker Name, or the Add Note shortcut button.


FAQs

Can I search and report by Lead Booker Name?

Yes, Lead Booker Names appear in both the Search Bar and Performances/Transactions Reports.

Can I add a Lead Booker Name to my Email/Ticket Templates?

Yes, we have a Merge Tag you can add:

{{ TRANSACTION.LEAD_BOOKER_NAME }}

What's the easiest way of adding a large number of Tickets to a basket in Box Office?

If you're selling for a General Admission Event, you can use the Ticket selector to enter the amount of Tickets you want to add to the basket.

For Reserved Seating, you can use the Paintbrush.

How can I see grouped bookings for a Performance?

Use the Guest List for that Performance, which shows one row per guest along with their Form responses and contact details.

Learn more - Guide: Guest List

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