With ‘Reservations’ it is possible to temporarily allocate tickets for a partner or consumer. This makes the management of group orders easier for example. Reservations can be altered after the initial request/registration and only after approving the final order will be created, which can be paid by the partner or consumer. This gives you the possibility to process reservations and group orders more flexible on the Paylogic system.
Step 1: Create a new point of sale for Reservations and activate products
Follow the steps from this Helpcenter article to create a point of sale with the name ‘Reservations’ or a different name you find suitable.
Then activate the products that you want to use for Reservation to your newly created point of sale.
Step 2: Activate point of sale and set up sale configuration
From the event settings, you can go to ‘Points of sale’ and activate the point of sale you created for this event in the previous step. Select ‘Save changes’ and then click on ‘Sale Configuration’ at the same point of sale.
In the screen that follows you will give the sale a name (for example ‘Reservations’) and check the box from ‘Requires approval’. See the print screen below as an example. Then some fields will appear that you can fill in and will be used as a standard for all the reservations that will be made with this Sale.
Per event it is possible to set up multiple Reservation points of sale and to have several different settings for all kinds of reservations. This would mean you have to create a new point of sale per different kind of reservation sale you want to use.
Step 3: Create a reservation
From the ‘Event settings’ go to ‘Reservations’. You will land on an overview page where all the created reservations will be shown with their status. To create a reservation you need to click on ‘Create reservation’. In the next step, you have to select the Sale that you want to use for this reservation and then click ‘Continue’.
In the next screen, you can choose the number of tickets per product for this reservation and then you have to fill in the personal details (some fields are optional) of the partner/consumer which the reservation is for. To confirm you click ‘Create reservation’. Then an email will be sent to the filled-in email address with notice that a reservation is created and that they will receive another email if the reservation is approved.
Step 4: Manage a reservation
The created reservations will appear on the overview page (click ‘Reservations’ from ‘Event Settings’). For each reservation there are a few options: change, approve, approve with bank transfer, reject and redo. From the overview page, you have the option to process actions for multiple reservations at once with the dropdown menu. Confirm the actions by clicking ‘Apply actions’.
To change a reservation (name, address, email, amount tickets, etc.) you click on the reservation (see print screen below as an example). In the next screen, you can change the fields you want to change and confirm these by clicking on ‘Save changes’.
To approve or reject a reservation, you have to click on the ‘Manage’ button for that specific reservation or click on the dropdown menu on the overview page. In the next step, you can choose to approve or reject the reservation. If you choose to approve the reservation, the partner/consumer will receive an email with a confirmation and in the same email a link to pay the order. After payment, he will receive the tickets. You can also choose for ‘Approve with Bank Transfer’, which means you don’t give the consumer/partner a choice in choosing a payment method and he will go directly in the Bank Transfer flow.
If you choose to reject a reservation, the partner/consumer will also be notified per email.
Note: If you already approved a reservation and then choose to change the reservation, the reservation has to be approved again.
Redo a reservation
On the manage page of a reservation, you also have the option to ‘Redo’ a reservation. This means you duplicate the original reservation with exactly the same details and amount of tickets. This can be handy if the order expired and you want to give the consumer/partner another chance at finishing the order.