How to set up “Tentative Bookings”
Scenario:
A customer will book a date/slot but then their plans change and they cannot attend the slot they have booked. They are unsure of their future availability and want to put their ticket into a tentative status (unspecified date and time). This is when Tentative Booking comes into play. Let your customers move their booking to a tentative slot whilst they decide what future date they are available. They can then move their tentative slot into a new finalised slot when they are ready.
- Click on the Dashboard of the event you want to activate exchanges on.
- Click the tile “Time slots Settings”
- On the next screen called Time Slots, you will see the following options:
- “Timeslots 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:
- “Timeslots 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.
- Cut-off point for customer exchange - How many hours / days / mins 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 to a tentative booking 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 to a tentative booking
- Click Find eligible dates
- On the bottom right, click the box which says “ Exchange my tickets to a tentative booking. I understand I will lose my original reservation and a desirable future time slot is not guaranteed.”
- Click “Exchange to tentative booking”
- The customer's wallet will update to a tentative booking (date and time unspecified).