Patron Management
Order Actions, Contacts, Segmentation, Checkout Questions, Custom Fields
32 articles
Custom Contact Fields Overview
New Ways to Use Your Contacts
Standard Fields for Contacts
Adding Custom Contact Fields
Default Patron Contact Details for Bulk Uploading
👟Walkthrough: Bulk Import Contacts including Custom Fields
Bulk Importing Contacts
How To Export Email Contacts
How Many Contacts Can I Upload to My OTS Contacts List?
Ticketing and Credit Card Fees When I Refund a Patron's Ticket
Transferring Tickets to Another Patron
Refunding a Ticket
Exchanging a Ticket
Converting an Unused Ticket into a Ticket Donation
Processing a Partial Order Refund
Exchanging Tickets Between Different Show Types
Processing a Refund After a Show Has Closed
Processing Mass Refunds and Converting Mass Tickets to Donations with Customer Support Help