How to Edit a Customer's Order
Do you need to make changes to a customer's order? Whether they purchased the wrong ticket or need to switch to a different event or time, you can easily edit their order to make the necessary changes. Here's how:
Accessing the Edit Order Page
To edit a customer's order, you can access the edit order page from either your transactions report or your upcoming events page.
From the Transactions Report
1. Navigate to your transactions report.
2. Click on the individual transaction ID number in the first column.
3. You will be taken to the customer's transaction details page.
4. Click on the edit icon next to the individual ticket you wish to change, or click on the edit icon next to "Associated Tickets" to change the entire order at once.
5. Make your desired changes and click the checkmark to finalize them.
From the Upcoming Events Page
1. Navigate to your upcoming events page.
2. Click on the "View Guest List" button for the event the customer purchased tickets for.
3. Find the customer's information and click on the transaction ID number.
4. You will be taken to the customer's transaction details page.
5. Click on the edit icon next to the individual ticket you wish to change, or click on the edit icon next to "Associated Tickets" to change the entire order at once.
6. Make your desired changes and click the checkmark to finalize them.
Editing Options
When editing a customer's order, you have the option to modify one or any combination of the following:
Simply select the new event, ticket type, and timeslot to assign, and click the checkmark to finalize the changes. The ticket(s) will be automatically updated in the system.
Emailing Updates to the Customer
Finally, if you'd like to send your customer their updated tickets, simply click "Email Receipt/Tickets to Customer" at the top of the transaction details page you're already on.
And that's it! You have successfully edited a customer's order and sent them their new order details. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.