Every customer profile is associated with a customer number so that their information may be easily applied to each order.
Making a Second Customer Profile with the Same Number (eg, for spouses, companies):
From their customer profile, go the Advanced tab and click Add Contact. A second name, phone number, email, etc can be provided with the same address and customer number. This method can also be used for organizations; the main customer profile should be set to Account Type: Organization, and then use Add Contact to add the representative of the company who is getting the tickets.
Booking for the Centre:
If you need to book tickets under the Centre, the customer number is 297. From the order summary, go to the customer tab and press Add a Contact, filling out the appropriate information.
Booking without Customer Information:
If the show is about to start and the patron is absolutely refusing to provide any profile information, or if you're dealing with someone who speaks so little English that they cannot communicate anything usable to you, as a last resort you may use Patron H. To do this, use customer number 12345. Only do this if they're purchasing right before the show; we absolutely require contact information if they're booking in advance.
Showing posts with label customer profiles. Show all posts
Showing posts with label customer profiles. Show all posts
Wednesday, 24 June 2015
Friday, 12 June 2015
How to: Reset Customer Passwords
If a patron forgets the password to their online account, we are able to reset it from within Audience View. From the customer profile, navigate to the Users tab and click on the email address. In the password field, set the password to something generic such as 12345, and be sure the Expiry Rule is set to Expiry Now. Click 'Change Password', and the patron's password will be temporarily swapped to the password you set. When they log in, they will be prompted to immediately create a new one.
How to: Format Customer Profiles
Names:
Select a title from the drop down menu; the correct formatting is the abbreviation followed by a period, such as Mrs. or Mr.. Ms. is typically considered the default selection for female patrons, and Mr. for male patrons. Enter the first and last names in the appropriate fields, with appropriate capitalization.
Phone numbers:
All phone numbers in the United States and Canada should be of the form 902 628-1864; note there is no brackets around the area code, and there is only a hyphen between the middle three and final four numbers. For out of country phone numbers, just make sure there is one space and one hyphen. Secondary and tertiary phone numbers may be added to a customer profile at the patron's request; the fields are right below the primary phone number in the customer's profile in Audience View.
Addresses:
In the 'Street' box, include the basic street address, eg, 145 Richmond Street. If there is a second portion to the street address, format it as Apt-27 145 Richmond Street. For postal boxes, format it as PO Box 123; no dots between the P and the O, a capital B, and no octothorpe. For routes, write them as RR 2; no dots, no octothorpe.
For provinces and states, we use the two letter abbreviation, not the entire name. A list of abbreviations can be found on each of the bulletin boards in the phone room. Select the appropriate abbreviation from the drop down menu. For countries, we use the entire name, not the abbreviation. Again, select the correct choice from the drop down menu.
For postal codes, write them as C1A 1J1; with a space. For zip codes, it is five numbers with no space.
Emails:
The email is formatted pretty typically, such as boxoffice@confederationcentre.com. However, be sure to ask whether they would like to receive emails regarding new events and promotions at the Centre, and select the appropriate option under the Marketing Data heading.
Select a title from the drop down menu; the correct formatting is the abbreviation followed by a period, such as Mrs. or Mr.. Ms. is typically considered the default selection for female patrons, and Mr. for male patrons. Enter the first and last names in the appropriate fields, with appropriate capitalization.
Phone numbers:
All phone numbers in the United States and Canada should be of the form 902 628-1864; note there is no brackets around the area code, and there is only a hyphen between the middle three and final four numbers. For out of country phone numbers, just make sure there is one space and one hyphen. Secondary and tertiary phone numbers may be added to a customer profile at the patron's request; the fields are right below the primary phone number in the customer's profile in Audience View.
Addresses:
In the 'Street' box, include the basic street address, eg, 145 Richmond Street. If there is a second portion to the street address, format it as Apt-27 145 Richmond Street. For postal boxes, format it as PO Box 123; no dots between the P and the O, a capital B, and no octothorpe. For routes, write them as RR 2; no dots, no octothorpe.
For provinces and states, we use the two letter abbreviation, not the entire name. A list of abbreviations can be found on each of the bulletin boards in the phone room. Select the appropriate abbreviation from the drop down menu. For countries, we use the entire name, not the abbreviation. Again, select the correct choice from the drop down menu.
For postal codes, write them as C1A 1J1; with a space. For zip codes, it is five numbers with no space.
Emails:
The email is formatted pretty typically, such as boxoffice@confederationcentre.com. However, be sure to ask whether they would like to receive emails regarding new events and promotions at the Centre, and select the appropriate option under the Marketing Data heading.
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