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How to activate Exchanges


A customer will book a date/slot but then their plans change and they cannot attend the slot they have booked. With the exchange feature they can move their booking into a new date or slot (subject to availability)..

  1. Click on the Dashboard of the event you want to activate exchanges on.
  2. Click the tile “Time slot Settings”
  3. On the next screen called Time Slots, you will see the following options:
    1. Time slots exchangeable EXCHANGE
      1. Allow your customer to exchange their tickets for equivalent tickets on another available date / time slot. When you click this option, you will be presented with another option:
  1. “Time slots exchangeable” TENTATIVE
    1. Allow your customers to exchange their tickets for a tentative booking. Not recommended for single season events. Select this option to allow customers to change their booking from a specified time / date to a tentative time / date (unspecified date / time allowing them to retain the tickets to be exchanged once more at a future date. NB In order to avail of this option you must also select the first option. See How to set up “Tentative Bookings”.
  1. Cut-off point for customer exchange
    1. How many hours / days / minutes before their time slot should the customer no longer be able to exchange their tickets. Select the hours / days / minutes using the arrows.
  1. Click Save

Exchange Timeslot on behalf of a customer

  1. Customer Lookup
  2. Copy paste customer email address
  3. Click Search
  4. Click View
  5. Click Purchases
  6. When you see the sale ID you want to move, navigate across to the Actions Drop down
  7. On the dropdown click “Exchange Options”
  8. The next tab called “Ticket: Exchange” will show the tickets in that Sales ID.
  9. Select the tickets which need to be moved
  10. Click Find eligible dates
  11. On the calendar, select which new date / time slot you want to move the customer into.
  12. In the corresponding boxes, it will show you how many tickets “are exchangeable”
  13. Update the boxes with the arrows to reflect the number of tickets that need to be exchanged.
  14. Click “Exchange Tickets”’
  15. The customer's wallet will update to the new date / slot and an updated wallet will be sent to the customer.

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