If you're just starting with the Sales Console we recommend beginning with this article: Sales Console: A Private Sales Channel for Complex Orders.
Note: It's currently not possible to purchase a membership and use it to buy member tickets in the same order. The same applies to selling passes and applying the pass code in the same order. These must be done over two transactions: one to sell the pass or membership, and the next one to buy tickets. If this is important to your organization, please let us know in the feature request forum.
Sales Console Fees Structure for Memberships
Memberships and passes sold via credit card are charged the 5% service fee plus the 3.5% credit card processing fee. The 5% service fee will be added to the order total if you designated that when setting up the membership or pass type.
- BETA USERS: We are not charging the 5% service charge for sales via Sale Console during the beta period.
Selling Memberships Through the Sales Console
- Navigate to the Sales Console through the Sell menu.
Select the Memberships tile and then select the membership type.
- Select the green Check Out tile to enter the customer's payment information. Selling a membership requires an email address for the customer so they can set their member password.
After you sell the membership you can then use the Sell to function in the Work With button on the patron's record to sell member tickets to the patron.
Selling Member Tickets Through the Sales Console
Search for an individual's People Record.
Click Work With and select Sell To.
Build the order for the patron and select the member tickets. Since you're selling to a member, the tickets will be available. Note that the tickets must also be available in the Storefront and Widgets in order to be sold through the Sales Console.
- Add any other items to the order and click the green Check Out tile and select the proper payment method.
Since you're using the Sell To function, the patron's contact information will automatically be filled into the buyer info fields.This helps to keep your database clean and organized.