How do I manage tickets sold and issue refunds on the Campaign Dashboard?
Guest and Ticket Management via the Campaign Dashboard
In addition to checking in guests and tracking the status of tickets and guests Admins can:
- issue ticket refunds,
- assign tickets on behalf of table purchasers,
- resend invites to guests to whom tickets have been assigned,
- transfer assigned tickets to other guests
- add and edit notes on the guest/ticket record.
Each of these options is available on the Campaign dashboard in Ticketing & Check In > Ticket Purchases. Read below for info on each one.
Issuing a Refund
Navigate to 'Ticket Purchases' on the 'Ticketing & Check-in' module, search the guest name or locate the purchase you would like to refund. Then select 'Delete' to the right of the screen. If a table/multi ticket is refunded all tickets included in the table will be cancelled.
Partial Ticket Refunds
Admins can now process partial refunds for individual tickets or tables within a single ticket purchase without cancelling the entire order. This allows you to remove only the tickets or tables that need to be refunded while keeping the rest of the purchase active.
For purchases containing individual tickets, admins can select and delete specific individual tickets. However, when tickets are purchased as part of a table, individual tickets within that table cannot be selected separately. In this case, the entire table quantity must be deleted.
For example, if a participant purchases 3 tables of 10 tickets and later wants to cancel 1 table, you can refund only that table without cancelling the remaining 2 tables. To do this, navigate to Ticketing & Check-In > Ticket Purchases, find the relevant purchase, and select Delete. Once the purchase is deleted from Ticket Purchases, the refund is processed automatically.
Once the selected tickets or table are deleted, the associated tickets will be cancelled and automatically returned to the available ticket inventory for purchase.
Assigning a Seat/Invite a Guest
On the campaign dashboard navigate to Ticketing & Check In < Guests. There you can search by purchaser's name, guest name or ticket number. Then select the three dots in the ticket row to reveal Assign Ticket.
To assign an unassigned seat on a table ticket select Assign Ticket. Complete the required fields and click 'Assign' to complete this process. If questions were added to the ticket, after completing the required fields the 'Next' button will appear where the custom questions will appear to be completed.
Once completed click 'Assign'. This will then send guest an invite via email. The guest can accept or decline the invite. The ticket remains assigned to this guest unless transferred to another guest by the campaign admin.
Transferring a Ticket
Search by purchasers name, guest name or ticket number. Then select the three dots in the ticket row to reveal Transfer Ticket. Complete the details of the new guest to assign the ticket/seat to them. The new guest will receive an invite and this transfer action will cancel the invitation or the ticket issued to the original guest. The original guest will receive an notification of the cancellation.
