Turn a participant’s Expression of Interest booking into a Paid ticket. This would occur if the person met your eligibility criteria or you now have enough participants to make the activity financially viable.
1. When an Expression of Interest booking has been made an email message notification under the title New booking request received will be sent to staff. The following text will appear ‘You can review the request in Social Planet here’.
2. Select the here link to go to the Request tab on the Activity Summary page. Go to the Client Tile within the Request tab.
3. Go to the Not Linked button to add them into the Client database, the Link Client window will be displayed. If they are already an existing client click on the Select button. If they are new tick Create a new client based on details from this request. Select Add
4. Go to the Action button on the Client Tile and select Change Details
5. The Change Request Details window will be displayed. Change from Expression of Interest to Booking. Then under Selection choose a Ticket option then select Save.
6. A new window will be displayed Add Invoice, enter an Issue Date (defaulted to today’s date) type over to change, Payment Type – EFT, Cash etc select from the drop-down list to change , select the Add button.
7. Watch the Video