Step 1: Select a Patron

When you start the sales process with a new order, you begin on the Select Patron tab. From this screen, you select an existing patron record to associate with the order, create a new patron record, or proceed with an anonymous sale. A patron record is not required for ticket sales, but is required for memberships, donations, and event registrations.

Note: Processing anonymous orders is an option that may be helpful when you are working in a busy walk-up sales environment where creating new patron records could slow the sales process and create long lines. This option is available only if the delivery method for the order does not require a patron record, for example, a walk-up sale with in-person delivery.

If the patron already has a record, you can type their name into the Patron field or select the magnifying glass to search for their record. If the patron has a membership card, you can also swipe it to automatically associate them with the order. After you select an existing patron or add a new one, their primary contact information is displayed. Recent activities in which they participated and any upcoming activities, such as events for which they are registered, also appear on the screen.

The primary contact information displayed includes name, primary address, email address, and phone number. If applicable, the patron’s active constituencies and memberships are also displayed. Depending on the status of each membership, there may be buttons displayed to renew, rejoin, upgrade, or activate. The renew button appears if the membership is currently active or in the renewal window. The rejoin button appears if the membership lapsed or was canceled, the upgrade button appears if an upgraded membership is available, and the activate button appears if the membership is pending.

As part of the sales process, you should verify the contact information with the patron. If it is correct, you can continue with the sale. However, if the patron’s contact information is incorrect, you should update the record. To update the contact information on file, select Edit under Contact information. For more information, see Edit Primary Contact Information for Patrons.

Note: If needed, you can also update a patron’s personal information, which includes name, nickname, marital status, maiden name, gender, birth date, website, and other information. To view or change this information, select the pencil button next to the patron’s name in the search field. For more information, see Edit Patrons.