Category

Manually Allocating Admissions and Meals

Allocating Admissions is an important step in your Project. When we allocate admissions, we can Check them In through Go Time, assign them to a table, and search on our attendees. Therefore, it is best practice to have all of your admissions allocated prior to your event (or as close as possible).

Admissions can be allocated by:

 

How Do I know my Admissions are Allocated?

The quickest way to determine if your admissions are allocated is to look at your Admissions Summary on the Project Home. If your Admissions Purchased does not match your Admissions Allocated, we recommend running an Admissions Report.

Admissions Reports:

  • BID-15: Admissions Purchased vs. Allocated Audit
    • Found under Supporter Reports & Exports.
    • This report will break down Purchaser, Attendee, Admission Type, Price Paid, and Date.
  • BID-19: Admissions Purchased and Allocated
    • Found under Supporter Reports & Exports.
    • Includes Purchaser, Address and Contact Information, Bidder and Table Number, Admission Type, Sale Price and Sale Date.
    • Only prints in Excel.

Manually Allocating Admissions:

  1. Click Sales & Payments in the Main Menu and select View Sales.
  2. Find the purchasing Supporter using the Search bar.
  3. Click the Sale Reference Number for the Admission/Sponsorship Sale.
  4. Scroll to the bottom of the Sale.  Use the following options for allocating the admissions.
    Allocate.jpg
    • Make Purchaser an Attendee – Allocates any individual or household member an admission.
    • Search by Supporter Name - Either find the Supporter by typing their name, or click Create New Supporter.
  5. In this area you can also use the drop down menu to add a Meal and a Group
  6. Click Save to finish allocating your admissions.

 


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