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?
Who can perform this action?
Assigning a ticket or pass is limited to restricted and admin-level users.
Who can use this feature?
Tickets are supported with Banyan and Redwood Punchpass plans.
How to Assign a Ticket for an Event or Individual Class
Assigning a ticket to an event is just a few quick clicks away!
Here's how to do this BEFORE you take attendance. Please see the instructions below for assigning a ticket after marking attendance.
Create the Reservation
From the class page, you'll make a reservation for the customer.
Next, click on the three-dot icon to the left of the customer's name. Click the Assign Ticket button.
Complete the Ticket Assignment Process
This takes you to the Manage Ticket page, press the Assign Ticket button.
Collecting Payment for the Unpaid Ticket
The ticket will initially be assigned as unpaid. From here, you can:
Mark them as paid by other sources (non-Stripe)
Apply a Discount code if your wish to apply one to their ticket
Copy the Paylink, which you can send to the customer to invoice them for the ticket (Stripe). Learn more about Paylinks here!
Assigning a Series Ticket
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.
Create the Series Reservation
From the class page, click the Add A New Reservation button, select the reservation type (all classes in the series or individual class), then search for and select the customer.
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!
Does the Customer Need a Pass?
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."
Assigning the Series Ticket
To assign the ticket and start the payment process, click the three-dot icon next to the customer name and press the Assign Ticket button.
To assign the customer a ticket for the entire series, press the Assign Ticket for Series button.
Collecting Payment for the Unpaid Series Ticket
The ticket will initially be assigned as unpaid. From here, you can:
Mark them as paid by other sources (non-Stripe)
Apply a Discount code if your wish to apply one to their ticket
Copy the Paylink, which you can send to the customer to invoice them for the ticket (Stripe). Learn more about Paylinks here!
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.
How to Assign a Ticket AFTER Taking Attendance
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.
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.
You're now ready to collect payment from the customer!
Collecting Payment for an Unpaid Ticket
After assigning the ticket, it's time to collect payment. The ticket will initially be assigned as unpaid.
From here, you can:
Apply a Discount code,
Copy the Paylink, which you can send to the customer to invoice them for the ticket (Stripe). Learn more about Paylinks here!
Mark them as paid by other sources (non-Stripe)
Applying a Discount Code when Assigning a Ticket
To apply a discount code when assigning a ticket, press the Apply Discount button.
Select the applicable discount code:
And the pass price is updated to reflect the applied discount code:
For a customer paying with a credit card
Are they in front of you? Press the Scan & Pay button to have them pay using their phone by using the QR code!
You can also copy the paylink URL and open this in another browser window to display the Stripe checkout page and have them enter their payment details.
Want to send an invoice for payment instead? Copy the paylink and email this to the customer. This will direct them to the Stripe checkout page to complete the transaction. Learn more about Paylinks here!
For customers paying by Cash, Venmo, or other payment options
Select the payment method and press the Mark Paid button. And that's it! The ticket has been assigned.
After a ticket is paid, you'll see the option to send the customer a receipt, regardless of the payment method.
Frequently Asked Questions
Is there a way to assign a ticket after I've taken attendance for a class?
After taking attendance, click on the "No Pass! Assign one..." button.
This opens the Assign Pass window. Click the button to Assign Ticket.
The ticket will initially be assigned as unpaid. From here, you can:
Mark them as paid by other sources (non-Stripe)
Apply a Discount code if your wish to apply one to their ticket
Copy the Paylink, which you can send to the customer to invoice them for the ticket (Stripe). Learn more about Paylinks here!