A customer arrives in person and wants to register for your ticketed workshop, class, or event. You have space in the class, but you've set up tickets – what do you do?
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First, you're going to make a reservation for the customer in the class by pressing the Add Reservation button.

Next, you'll click on the three-dot icon to the left of the customer name and select the Assign Ticket button.
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This opens the Manage Ticket page, where you'll press the Assign Ticket button.
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The ticket will initially be assigned as unpaid. From here, you can:

If a customer is paying in person, or you wish to book them in and invoice them for the entire series ticket, you’ll first want to sign them up for the series.
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​Create the Series Reservation
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From the class page, click Add A New Reservation and select the appropriate reservation type, then search for and select the customer.
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​Please note: If you're not seeing the option to register a customer for an individual class in the series and want to, please see this guide to setting up individual reservations in a series!

If they do not have an eligible pass or an existing ticket on file for the series, the customer will show up flagged as Needs Pass.
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Assigning the Series Ticket
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To assign the ticket and start the payment process, click the three-dot icon next to the customer name and press Assign Ticket option.

To assign the customer a ticket for the entire series, press the "Assign Ticket for Series" button.

The ticket will initially be assigned as unpaid. From here, you can:

Once the ticket is assigned to them, if you're looking for guidance on how to manage it, transfer the ticket, and or reservation. Please see this guide on how do I require payment for a series.

If you forgot or were otherwise unable to assign a ticket for the series before marking attendance, each person appearing with the Needs Pass flag next to their name will now appear with a "No Pass! Assign One" button next to their name.
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Click the No Pass! Assign One button and this opens a pop-up window where you can assign the corresponding offer for your class or series.
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You're now ready to collect payment from the customer!

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After assigning the ticket, it's time to collect payment. The ticket will initially be assigned as unpaid.
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From here, you can:

To apply a discount code when assigning a ticket, press the Apply Discount button.

Select the applicable discount code:
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And the amount due is updated to reflect the applied discount code:

Select the payment method and press the Mark Paid button. And that's it! The ticket has been assigned.
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After a ticket is paid, you'll see the option to send the customer a receipt, regardless of the payment method.
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After taking attendance, click on the "No Pass! Assign one..." button.
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This opens the Assign Pass window. Select the option to Assign Ticket.

This opens the Manage Ticket page, where you'll press the Assign Ticket button.
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The ticket will initially be assigned as unpaid. From here, you can: