You might need to reserve and process a large group sale in advance. This article will show you how to not only reserve the group sale ahead of time, but also how to process the group sale payment & check-in the day of.
First, log in to your OTS Dashboard and navigate to the show you would like to add the group ticket sale to.
Click on the diagonal red arrow link icon to open your show site.
Click on the TICKETS link. Make sure you see Box Office located in the top right corner of your screen as you must be logged in as an Admin user.
Click on the date and time of the performance you would like to book the group sale into.
Click the upside down arrow to expand the drop down menu to add the number of tickets in the group. Then click Reserve.
Confirm your order looks correct. Then click on Checkout.
Enter in the patrons contact info making sure to fill out all necessary fields. Once you have added the complete contact details, click Complete Purchase.
You will then see the Order Confirmation which shows that the tickets for the group sale have been reserved as well as providing a Confirmation Code. The customer will receive an emailed order confirmation also. That's it!
HOW TO PROCESS A GROUP SALE:
Log in to your OTS Dashboard and navigate to Productions. Find the show you would like to process the group ticket sale for.
Click on Box Office Portal.
Select the performance you booked the tickets for.
On the left hand side on the screen click on All Orders.
You can search for the order by entering the customer name, email address, confirmation number or phone number.
Once you have found your Group Sale Order, you can either edit or process the order by clicking the red Actions button.
Then click Manage Order.
Here is where you can process the order by clicking on Mark reserved tickets as purchased. You can also transfer or exchange tickets in the order just as you would for regular single ticket order. Please see our related articles in the Help Center for assistance on how to transfer or exchange tickets.
After clicking Mark reserved tickets as purchased you will be prompted to input the payment method necessary to complete your group sale reservation.
You can either enter a credit card to charge the full amount, or you can record a cash payment. If you choose to record a cash payment, once you click that as a payment option the order will automatically process.
To confirm the payment has been processed, you can go back and search for the order following the steps above. You will now see the method of payment used listed on the order.
HOW TO CHECK-IN A GROUP SALE:
To check in your group, navigate to the Check-In List located in the Box Office Portal.
Scroll or search to find your Group Sale Order. Click on the gray boxes to make them green. Or to check in the entire group all at once you can click on the gray arrow.
Green = Checked In