How to activate Exchanges
Scenario:
A customer will book a date/slot but then their plans change and they cannot attend the slot they have booked. With the exchange feature they can move their booking into a new date or slot (subject to availability)..
- Click on the Dashboard of the event you want to activate exchanges on.
- Click the tile “Time slot Settings”
- On the next screen called Time Slots, you will see the following options:
- Time slots exchangeable EXCHANGE
- Allow your customer to exchange their tickets for equivalent tickets on another available date / time slot. When you click this option, you will be presented with another option:
- “Time slots exchangeable” TENTATIVE
- Allow your customers to exchange their tickets for a tentative booking. Not recommended for single season events. Select this option to allow customers to change their booking from a specified time / date to a tentative time / date (unspecified date / time allowing them to retain the tickets to be exchanged once more at a future date. NB In order to avail of this option you must also select the first option. See How to set up “Tentative Bookings”.
- Cut-off point for customer exchange
- How many hours / days / minutes before their time slot should the customer no longer be able to exchange their tickets. Select the hours / days / minutes using the arrows.
- Click Save
Exchange Timeslot on behalf of a customer
- Customer Lookup
- Copy paste customer email address
- Click Search
- Click View
- Click Purchases
- When you see the sale ID you want to move, navigate across to the Actions Drop down
- On the dropdown click “Exchange Options”
- The next tab called “Ticket: Exchange” will show the tickets in that Sales ID.
- Select the tickets which need to be moved
- Click Find eligible dates
- On the calendar, select which new date / time slot you want to move the customer into.
- In the corresponding boxes, it will show you how many tickets “are exchangeable”
- Update the boxes with the arrows to reflect the number of tickets that need to be exchanged.
- Click “Exchange Tickets”’
- The customer's wallet will update to the new date / slot and an updated wallet will be sent to the customer.