As an Admin, you have several options for managing series reservations: you can create reservations for customers, transfer reservations from one customer to another, move a reservation to a different series, and delete series reservations too.
In this guide:
Manually Assigning a Series Reservation
If a customer is paying in person, or you wish to book them in and invoice them for the ticket price, you’ll first want to sign them up for the series.
From the class page, click the Add A New Reservation button and make sure you are making a full series reservation. then search for and select the customer:
If they do not have an eligible pass or existing ticket on file for the series, the customer will show up flagged as Needs Pass.
To assign the ticket and start the payment process, click the three-dot icon next to the customer name and press the 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:
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, you can access it from the Customer’s Info tab on their account:
Or by navigating to the Series overview page and pressing the "Manage Ticket" option within the class:
From the Manage Ticket page, you can mark the ticket as payment not received (non-Stripe payments only) or if you would like to delete the ticket. You can also Refund Stripe payments from this page for the ticket if the customer paid via Stripe.
Transfer a Series Ticket and Reservation
If your customer would like to give their spot to another person, click the three-dot icon next to their name, then click Transfer:
Search for the recipient, select their name and then click Transfer Ticketed Reservation. Both the Series Reservation AND the Series Ticket is transferred in this process.
Moving a Series Reservation (Same Course, Different Time)
If your customer would like to switch to a different series, head to the customer's account Info tab and scroll down to their reservation. From the Actions dropdown, select the option Transfer Series Reservations to Another Series:
You will be given the option to select another Series based on the same Class Type. Select the Series you wish to move them to, then click Move Reservations:
What if I want to move them to a completely different class and accept the ticket for payment?
You can always assign customers without the correct payment to other classes and change the pass used. During Attendance, you will click on the No Pass! Assign One flag:
And you can select the ticket or pass you'd like to be applied to the attendance at that time, even if the pass or ticket is not automatically eligible or has expired:
Click here to learn more about changing the payment applied to an Attendance.
Moving a Ticketed Series Reservation (Different Course, Already Paid)
If a customer decides to change their series reservation or has booked the wrong series, you have a couple of options!
Option 1: Delete the reservations and associated tickets with a refund.
With this option, you'll then ask the customer to purchase the desired series and ticket again.
Option 2: Create the desired series reservation for the customer and assign them a ticket for the preferred series.
Manually Assigning a Series Reservation (top)
You'll then delete the original series reservations and original tickets.
Deleting a Series Reservation
There are a couple of ways to delete a series reservation, from the series overview page or from the customer account.
Deleting a Series Reservation from the Overview page
From the Series overview page, you'll see a list of customers who have reservations for the series.
For ticketed series, you'll press the Manage Ticket button to delete and/or refund the ticket, and then you can delete the reservation.
For series paid with passes, you'll see a link to Delete the Reservation and then need to handle the pass separately.
Deleting a Series Reservation from the Customer Account
From the customer account, you can manage both series tickets and reservations in the Series Reservation section, click the Actions menu.
For ticketed series reservations paid by Stripe, you'll see the following options:
Delete Series Reservations AND refund payment.
Delete Series Reservations (no refund).
Transfer Ticketed Series Reservations to Another Series.
Manage Ticket. This takes you to the ticket page where you can send the customer an email, print a receipt, as well as transfer the ticket and series reservation to another customer.
Resend Series Reservation Confirmation Email.
For ticketed series reservations paid by another method, you'll see the following options:
Remove From Series. This deletes all the customer reservations from the series.
Transfer Ticketed Series Reservations to Another Series.
Manage Ticket. This takes you to the ticket page where you can send the customer an email, print a receipt, as well as transfer the ticket and series reservation to another customer.
Resend Series Reservation Confirmation Email.
Additional information on Series