The Add Customer and Box Office Settings buttons sit together in the top right of the Box Office page, so you can always see which Purchase Flow, Channel and Customer you're selling against.
NOTE - adding the Customer from the top right is optional. You can still add Customer details at the Customer Details step of a Box Office sale as normal.
NOTE - you need Customer read and write permission to select a Customer. Without it, the Add Customer button won't show, and you add the Customer at the Customer Details step as normal.
Set Your Purchase Flow and Channel
Go to the Box Office page on the left-hand side. In the top right, the Box Office Settings button shows your current Purchase Flow and Channel as a single label, e.g. Main Season · Box Office
Click the label to open the Box Office Settings pop-up
Select your Active Purchase Flow from the dropdown, if you have different Purchase Flow options
Select your Active Channel from the dropdown
Click Save. Your selection will show in the top right and apply to the Transaction you're building
NOTE - the Purchase Flow and Channel stay active until you change them, so check the label in the top right before you start a sale. You can still change them part way through a Transaction.
Add a Customer
Select or Create a Customer
Click Add Customer in the top right to open the Select/Add New Customer drawer
Start typing the Customer's name or Email address. Any matching Customers will appear in the dropdown as you type
Select an existing Customer, or select New Customer to create one from the email address you've typed
For a new Customer, add the following details:
First Name
Last Name
Password - leave blank to generate one
Add address - optional
Add phone number - optional
Customer Image - optional, upload an image or take a photo
Add an access requirement - optional
Tags - optional, search for an existing Customer Tag or create a new one
Click Apply. The Customer's name will show in the top right and be attached to the Transaction
Continue with the Transaction as normal. The Customer's details, Access Requirement and Tags are added to the Transaction, and any pricing or availability limits set up on the Event using Customer Tags are checked from the start of the sale. You'll see the prices and held seats that Customer can book, as long as the Variant or Availability Status includes your Box Office Channel
Edit or Remove the Customer
Once the Customer has been applied, click the Customer's name in the top right to reopen the Select/Add New Customer drawer
Make any changes to the Customer details and click Apply, or click Remove customer to take the Customer off the Transaction
You can also click Remove Customer at the Customer Details step.
NOTE - changing or removing the Customer doesn't update Tickets already in the basket. If you added them at a price only the previous Customer could see, e.g. an Access price, remove them from the basket and add them again.
Choose Contact Details at the Customer Details Step
Once a Customer is applied, either from the top right or at the Customer Details step, you can choose which of their saved phone numbers and addresses to use for the Transaction.
At the Customer Details step, check the Customer's First Name, Last Name and Email Address
Under Contact, choose a number from Select from existing phone numbers, or click Add Phone Number to add a new one
Choose an address from Select from existing addresses, or click Add Address to add a new one
Click Continue to proceed
NOTE - the dropdowns only list phone numbers and addresses already saved on the Customer Profile.
Exchanges and Refunds
When you process an Exchange or Refund, the new Transaction is linked to the original Order, so the Customer is carried across from that Order and shown as read-only.
The original Customer is pre-filled, so you're always acting on the right Customer Profile
You can't change or remove the Customer on an Exchange or Refund
To sell to a different Customer, start a new sale instead
Learn more - Guide: Exchanges, Guide: Refunds
Start a Transaction from a Customer Profile
If you're already on a Customer's Profile, for example checking their Transaction History or Access Requirement, you can start a new Transaction for them without searching for them again in the Box Office.
Go to the Customers page and open the Customer you want to sell to
Click the 3 dots in the top right and then New transaction
The Box Office will open with the Customer already applied and shown in the top right. Continue with the Transaction as normal