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Coupons (Modified Plan Feature)
Note: This is a Modified Plan feature. If you are on a lower level plan, use of this feature may change your per-ticket usage rate to the associated higher rate. This article will show you the Coupons tab in the User Profile you access from the People Page. ...
Orders
This article will show you how to view customer orders from the user profile via the People Page. Step 1 - Navigate to User Profile First we need to get to the People Page. Once you're logged in, Click the People tab in the Management Menu to get there. F...
Payment Methods
You will not have access to user payment methods, but if you'd like to see more about how the user can manage their own payment methods, see Managing payment methods; is my credit card information secure?
Address Book
This article will show you the Address Book tab in the User Profile you access from the People Page. Step 1 - Navigate to User Profile First we need to get to the People Page. Once you're logged in, Click the People tab in the Management Menu to get there. ...
Profile
This tab is the first one you load into after clicking on a username on the People Page. You can find it talked about in Find & View a Customer Account. See the Clone tab? We don't talk about the Clone tab. We don't touch the Clone tab. DON'T USE THE CLONE TA...
Newsletters
This article will show you the Newsletters tab in the User Profile you access from the People Page. Step 1 - Navigate to User Profile First we need to get to the People Page. Once you're logged in, Click the People tab in the Management Menu to get there. ...
View Completed Orders
This article will show you how to bring up completed orders in Orders. Step 1 - Navigate to Orders To view completed orders, first log in, then hover over Commerce in the Management Menu. Once the menu expands, click Orders. Step 2 - Filter Completed O...
View Pending Carts
This article will show you where to view in progress carts to assist with customer orders and some of the actions you can take to assist. A couple of quick notes regarding Pending Carts: Web orders sitting in the cart are removed after 4 hours. Orders in ...
Transfer a Ticket / Product
This article will show you how to transfer a Participant Registration Product or General Admission Ticket Product from one Event to another. Step 1 - Navigate to Orders To transfer Products, we'll be heading back into the Orders screen. First log in, then ho...
Cancel a Ticket
This article will cover cancellation of a single ticket. If you are cancelling your event, do not follow these steps. Go to Event Cancellation and follow the steps provided to you there for event cancellation. Step 1 - Navigate to Orders To cancel a ticket, ...
Issue Refund
This article will show you how to issue a full or partial refund toward a payment for an order. Step 1 - Navigate to Orders To issue a refund, we'll be heading back into the Orders screen. First log in, then hover over Commerce in the Management Menu. Onc...
My Screen Just Went Black and None of the Equipment is Responding!
NOTE: Transactions which were completed BEFORE the issue occurred are still saved in Trackside. If you were in the middle of a transaction when the issue occurred, this may be lost. Once your point of sale is back up and running, you may resume your till ...
Product Sales
Below you will find information relating to the filters and column data found in the Product Sales Report and will provide a basic understanding of how it works and where the data is drawn from. FILTERS/TOOLS Product Type The product type filter will allow ...
Revenue Over Time ARCHIVE
This report will be archived and removed during a future release. Use the new Event Revenue report instead.
Revenue Per Event ARCHIVE
This report will be archived and removed during a future release. Use the new Event Revenue report instead.
Tickets Sold Per Event
Below you will find information relating to the filters and column data found in the tickets sold by event report and will provide a basic understanding of how it works and where the data is drawn from. FILTERS/TOOLS From Date The from date filter will allo...
User Info by Event
Below you will find information relating to the filters and column data found in the User Info by Event report and will provide a basic understanding of how it works and where the data is drawn from. FILTERS/TOOLS Product The product drop-down select list i...
Cancel an Event
This article will show you how to cancel an event and issue refunds in one batch job instead of having to process them individually. Step 1 - Navigate to Event Cancellation Assistant In order to process an event cancellation and begin issuing refunds, we nee...
I Can't Find My Event Listing
If you can't find your Event Listing from the Events Page, there's a decent chance it's just unlisted. Before creating another event, please take a look at View an Unpublished Event Listing as it may fix your issue!
I'm Having Trouble With My Scanner
First - Check Charge The easiest check for this is to verify that the scanner has some level of charge. If it's dead, it's not going to connect. You can place your cursor in any text box and scan the Battery Life QR code on the Scanner Setup Sheet. The scanne...