Using Patron Categories, you have the ability to put your patrons into groups by labeling them. This enables you to pull lists using those categories in your reports, and quickly see what categories are assigned to patrons in your Who's Coming List.
To Add/Edit/Delete your Patron Categories, hover over Tools, then click Patron Categories.
You will then be brought to the Patron Categories tool, where you can add, edit, move around, or delete your various Patron Categories.
Adding a Patron Category
To add a Patron Category, go to the bottom of the screen, and type your new category in the box next to where to says New Category, then click Add.
Your new Patron Category will be added to the bottom of your list.
Change the Display Order of Patron Categories
To change the Display Order of your Patron Categories, use the orange arrows you see next to each Patron Category.
Each arrow does the following:
- Move to the top of the list
- Move up one spot
- Move down one spot
- Move to the bottom of the list
Editing your Patron Categories
You have several options for editing your Patron Categories:
We'll go through these one at a time.
If you click the Edit button to the right of a Patron Category, a pop-up will appear that gives you the ability to change the name of the Patron Category in question.
Just type in the new name, and click Save.
To delete a Patron Category, click Delete to the right of it. You will be brought to the following screen:
If you just want to delete the Patron Category without assigning a new Patron Category in its stead, just click Continue, and the following pop-up will appear:
Click Continue, and the Patron Category will be deleted. If you ever just need to completely remove a Patron Category from all patrons it's assigned to, this is how you do it.
If you want to delete a Patron Category, and replace it with a different Patron Category, make sure to select a New Category before deleting:
Click Continue, then Continue again on the pop-up that appears:
The original Patron Category will be deleted and replaced with the Patron Category you selected.
The Who's Coming List
You have the ability to display your Patron Categories on the Who's Coming List! If you want a Patron Category to display on your Who's Coming list, check the box to the right of it in the Who's Coming column.
After you check the box, if a patron has that category assigned to them, you will see it to the right of their name on the Who's Coming List.
For more information on the Who's Coming list, check out This Article.
If you want to change the background color of a Patron Category, click Color to the right of the category in question. A pop-up will appear with several blocks of color. Just click on the one that you want.
Assigning Patron Categories
There are two basic ways to assign Patron Categories in OvationTix.
The first is to assign them one patron at a time in each patron's Patron Record. For more on how to do this, take a gander at This Article.
The other is to assign them en masse using your reports.
To do this using the Patron Report, first navigate to the Patron Report by hovering over Reports, then clicking Patron Report.
Pull up a list of patrons you would like to apply a category to, then click Apply Patron Category on the bottom of the screen. This will bring up a list of Patron Categories for you to choose from, and apply to your chosen list of patrons.
For more information on how to use the Patron Report, check out This Article.
You can also assign Patron Categories using My Reports. First, get into My Reports by hovering over Reports, and clicking My Reports.
Once you're in My Reports, pull up your list of patrons/transactions using the Date Range and Report Filters. For more information on how to use these features, check out This Article.
Once you've got a list you'd like to apply Patron Categories to, click the Patron Details tab:
Then, on the bottom of the screen, click Select Patron Category. This will bring up a list of Patron Categories for you to choose from - pick one to apply to your list of patrons, then click Go.
That about sums it up for Patron Categories. As you can see, they're a useful tool with a lot of utility in OvationTix. Happy categorizing!