What suggestions do you have for putting seats in a general admission series on hold for a specific patron?
For a series with GA/non-assigned seating, I've seen other organizations reserve inventory for a patron by either
A. Using Custom Payment Type and Who's Coming:
- Create a custom payment type called something like 'PAYMENT PENDING' or 'TO BE PAID' and then process a sale for the number of tickets to be reserved using that custom payment type to complete it.
- The Who's Coming list displays the payment method used on the same line as the patron's name and order number, making it easy for box office or house staff to look up.
- When the patron wants to finalize the purchase, 'refund' the order that used the reservation payment type, then process the order using their tendered payment.
- PROS: Inventory is definitively held for patron without requiring changes to seating management & hold numbers, Single reference point (Who's Coming) for paid and unpaid orders; CONS: Transaction reports will include reservation order & refund by default; Refunding/finalizing order can take up time when Box Office is busiest
B. Using Custom Seat Hold Type and Task Management:
- Create a custom hold type under the Tools menu for this reservation situation. (e.g., 'Reserved for Patron'. I would avoid naming it 'Patron Hold' as that term is system language for the reserved/assigned seating version and may cause confusion.)
- Reserve places for a patron by adjusting the hold numbers on the Seat Holds tab of the Who's Coming list page for the desired performance/event.
- From the client home page, scroll down to Task Management to add a task for that patron called Reservation Payment Due, for example, setting the due date to be the date of the event being reserved.
- Once saved, the task appears on the the patron record detail page.
- Assigning it to the box office staff scheduled to work box office that performance displays the task on their home screen when they log in.
- PROS: Doesn't require order management permissions for box office staff, Can be marked as complete easily and independently of order finalization; CONS: Held seats may be sold unintentionally or released to the public, Point of reference containing all unpaid reservations (Task Management for Master User) may not be fully available to limited user profiles.
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