Admin Guest Order

Admin Guest Order

Event manager allows you to create a quick Admin Guest Order through the account screen with the push of a button. These orders also create a Guest account that the customer cannot login to.

Note: Customers can still create an account in your shopping cart after an Admin Guest Order has been placed under their name/email. However, the account and it's orders are not tied to the guest order.

Getting Started


By default the Admin Guest Order feature is turned OFF.  To access this feature, navigate to Settings > Configuration.  Alphabetically, you will find it listed as the very first section: titled "Admin Guest Order".  Here, slide the ON/OFF switch to the "On" position found next to the text that reads "Turn on to show the guest order button on the accounts screen".  This will make the Guest Order button visible in the account screen.

guestorder123.jpg


Beyond turning the feature on/off, there are several other configurable fields you want to make note of. There are configurations to Show and separate configurations to Require each of these items: 

  • Birth date
  • Email
  • First Name
  • Last Name
  • Gender
  • Mobile Carrier
  • Mobile Phone
  • Phone

Adjusting these fields will allow you to customize the information guest orders collect. 

Using Admin Guest Order


In the account screen, click the (1) Guest Order button found in the upper right-hand corner of the screen. This will open the Add Guest Order search modal. Search by product name by entering a name into the Search Products bar and clicking the (2) magnifying glass. You also have the option to filter down your search using (3) the Filters button.

12345.jfif

After selecting a product, you will need to complete the information required by your configurations for the customer.

Note: If you are adding an order for a product that has a participant attached, you will be required to enter First Name and Last Name regardless of your configuration settings.

Note: If the product you are adding has constraints for Age or Gender, you will be required to add DOB and/or Gender to meet the requirements.

1234567.png

After clicking Save & Continue, the Account Form will be presented to the admin as well as any other applicable forms. (Participant form if there is a participant on the product purchased, as well as forms assigned to the product.)

123456789.png

Note that you can edit the Participant/Guest information by clicking "Modify Participant Information", and are asked all of the requisite shipping and tax information if the product is shipped or taxable.

Suggested, Required, and Dependent products are also displayed just as they are in conventional Add Item. See Add Item for more details.

After completing the forms and other required information, you can choose to Pay Now, Pay Later, or Prepaid (provided your configurations are set to allow Prepaid). See Add Item for more information.

    • Related Articles

    • Admin Payments for Entire Order

      You can now process a single payment for the entire order, rather than individually apply funds to each item with a balance! Go to any order with a balance due and click the Pay for Order button: Note: This button will not appear if there is not a ...
    • Sending Order Statements

      The Order Statements set up under Account Statements can be sent directly from the Accounts screen. Choose the Account and then the Order for which you would like to send a Statement. The two highlighted buttons below will allow you to send the Order ...
    • Order Product Holds

      Introduction You may have many reasons to flag a registration as On Hold. Whether you're bibbing your participants, or need to hold them for review, marking a registration as On Hold allows you (and other users in your database) to quickly recognize ...
    • Making Payments in Admin

      Example: You want to pay on behalf of a customer towards a balance due without impersonating their account. Start by going to Accounts from the main menu and loading the account that you would like to add a payment to. If the customer has an order ...
    • Account Groups Overview

      Topics Covered: Overview Creating Your First Group Editing a Group Finding the Account Groups Page Viewing the Account Groups Page Viewing a Group The Account Group Header Content Block The Account Group Header - The Email Group Members Button The ...