Manage Event Part IIIb: Add Event Registrations via Quick Ticketing (Version 2+)

Events: Quick Ticketing

1. This tutorial will cover how to quickly sell event tickets using Quick Ticketing. Quick Ticketing bypasses the event registration form and allows you to indicate the # of tickets purchased and the payment information in one step (versus the multiple steps used in the regular New Registration function). Quick Ticketing is designed to be used to sell tickets at the door/at the event and to move people through the sales process quickly. It is mobile optimized so that it can be used on smart phones and tablets (as well as on desktop/laptops). Quick Ticketing has two limitations however: a) you will not be able to fill out the registration form/attendee information (you will only collect the registrant's name) and b) you cannot use quick ticketing for past events/for back entering data (quick ticketing can only used for upcoming/active events, not past/inactive events).
2. Please Note: Quick Ticketing cannot be used with a zoom integrated event as Quick Ticketing bypasses the event registration form/doesn't collect attendee data and the Zoom Integration uses ATTENDEE data to send a tokenized/personalized "join meeting" link to each attendee and then uses that personal link to mark attendance. If you use Quick Ticketing to add registrations to a Zoom integrated event, you will have to manually send the general "join meeting" link to registrants (via NPE's event notifications) and you will have to manually mark attendance after the event.
3. To get to the Quick Ticketing screen click on Events on the Main Menu to open the events sub-menu and then select Quick Ticketing under the Events heading.
   

   

4. You can maximize the Quick Ticketing screen by clicking the Maximize (double arrows) button in the upper right hand corner. This will make the screen easier to navigate on mobile devices. To minimize the screen, click the maximize button in the upper right hand corner again.

   

   

5. You can configure the Quick Ticketing settings that will be used by all of your quick ticketing events by selecting the Settings (gear) icon in the upper right hand corner.

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7. You have two settings that you can configure here: you a) Quick Ticketing defaults (default registrant name and whether your want your next occurring default event selected based on event title (alphabetical order) or date (chronological order) and b) configure your event tickets. To set a default registration name (the name of the registrant that will be pre-loaded to all event tickets) fill in the name field. To change the default event selection, select from the options presented in the drop down.

   

   

8. To configure the event tickets, click on the Placeholders tab and uncheck the box next to any event fields you do not want to display on the event tickets.

   

9. Click Save when you are done configuring the defaults.

   

10. By default, when opening the quick ticketing screen, it will bring you to your next occurring event (either the next one by date or by title based on your settings in Step #5).

    

11. Today's date (the date  you are registering people) will show in the upper right hand corner.

    

12. To change events, click the on the Change Event(Calendar) button in the upper right of the screen.

    

13. This will bring up a list of currently active events from which to select.

    

14. After selecting the event date, if the event is a repeating event you will also be asked to select the specific date you wish to schedule for.

    

15. After selecting the event, the Quick Ticketing page will update with the available ticket types and Other Items for that event. The number of available tickets/seats will show in the upper right.

    

16. To register a contact click on the Choose Contact field in the upper left and start typing in the contact’s name.

    

17. If available select their name from the drop down, otherwise when you click out of the field you will prompted to add the contact to your system using the Quick Add contact screen.
18. To select a ticket type or Other Item for sale simply click (or tap) on that item in the lower part of the screen and it will be added to the registration. Multiple clicks on an item will increase the quantity of that item.

    

19. The selected items will appear at the top of the screen and the amount due will update as well.

    

20. As each item is added you will have the option to increase or decrease the quantity with the up and down arrows for that item in the Display Unit column or by using the + button. You can delete tickets from the transaction but clicking the trashcan icon.

    

21. If the contact is a member with free tickets available you can indicate how many of their free tickets you wish to use for a given registration type with the “No. Of Free Ticket(s)” column.
22. When you are ready to complete the transaction click on the payment option on the right side of the screen, below the total (there are four options: Cash, Credit Card, Check, or Unpaid).

    

23. A pop up screen will open asking you to confirm the bookings selected, enter any applicable discount/coupon codes, and indicate if you wish for the attendees to be marked as Checked-In (attendance).

    

24. Click on Proceed to continue, or close the dialogue to return to the previous step.

    

25. Please note: even if a registration form is set you will not be prompted to fill it out for the registrant or any of their guests, nor will you be prompted to indicate who the guests are.
26. When selecting Credit as your payment option you will next be prompted to indicate the credit card to be used from those on file or to provide new credit card information.

    

27. If you entered mode of payment as Credit Card and the card issuer requires "Strong Customer Authentication" (referred to as SCA or PSD2 authentication), a box will pop up asking you to initiate the authentication process. SCA is a new requirement for credit cards issued by European banks or for credit card transactions taking place on European websites for the card holder to authenticate an online purchase by indicating they are the ones who has initiated/authorized the transaction (see this explanation of SCA from Stripe for more information).

    

    • Click the authenticate button and then you will have to wait until the card holder completes the validation process on their end. Once they do (and authentication is completed successfully), the transaction will finish saving automatically.
    • If the card holder fails to authenticate the transaction within the specified time frame or denies the transaction, a authentication failed message will appear on the screen.

      

28. When using Cash you will be prompted to indicate the amount received and the system will indicate any change due.

    

29. For checks you will be asked to indicate the check number of the check (the amount is not asked, nor is the date, since it is assumed registrant is paying at the door (date of the event) and in full).

    

30. The Unpaid option will allow you to proceed and leave the resulting invoice from this transaction as outstanding for later payment.
31. When you have confirmed your payment information you will be prompted to Print the Ticket and either Print or Email the transactions invoice.

    

32. When done, close the dialogue and the screen will reset for the next registration (you'll receive a green validation that registration was saved successfully and the number of Seats Left will decrease, indicating the registration was accepted/saved).

    

33. To reset the screen manually, click on the Reset button in the upper right of the Quick Ticketing screen.