Patron Detail Tabs: Patron Tab

Patron Detail Tabs: Patron Tab (Reference)

Patron Detail Patron Tab
Patron Detail Patron Tab

This tab gives a brief overview of the patron's financial history with the company.

Patron Special Needs

A high priority note employees need to be aware of during sales (e.g. patron requires wheelchair seating). This note appears in the Order Window during purchasing.

Tax Number

If this patron has a tax exempt number, you may enter it here. This field is only for reference, however. To automatically remove the taxes, be sure to add the tax exempt number to the Household Tab.

Default Sales Promotion

An option to select a default sales promotion when this patron purchases tickets (if the sales promotion is available). If the patron's default sales promotion is not available, the default sales promotion on the Performance Tab will be used. If neither promotion is available, the default for the Sales Promotion Window will be used. If none of these are available, the employee must manually select a sales promotion to use for the sale.

Allowed Sales Promotion

If the patron is a tour operator, reseller, or school where you want them to receive specific pricing at the box office, you can enter one or more sales promotions on their record. By doing so, only those sales promotions can be used to sell tickets for the patron and none of the others that the box office normally has access to will be seen. For example, you might associate a group price and a bus driver comp with the patron so that the comp promotion is the only price that they can be charged. If those promotions are not available on a performance, you can't sell a ticket to them.

Remind Employee of Notes

When checked and you open the Patron Window, it makes an audible beep and opens to the Patron Tab instead of the default Marketing Tab. There is no pop-up displayed to keep movement during a sale process faster. Instead, it allows you to read the notes and move on without having to acknowledge a confirmation message.

General Patron Notes

Notes about the individual patron.

Ticket Balance

Amount of money due from or to the patron. A red number means the patron owes the company, a blue number means the company owes the patron.

Total Tickets

Total amount of money spent on tickets by the patron.

Total Memberships

Total amount of money spent on membership items by the patron.

Last Tickets

Last year the patron purchased tickets.