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Subscription Patron Detail Window

Subscribe to Syndicate
The Subscription window is used to select the favourite seats for the patron and manage additional information about their season package. Click here for information on adding a patron to a season package.

Parts of the Subscription Window

This button is unavailable in this window. Patrons can have one SubscriptionDetail per season package. Additional Season packages are added through the Season tab in the patron window, the Season tab in the Order window or the Manage Favourite Seats window.
Saves the changed information in the Subscription Patron Detail window.
This button is unavailable in this window as patrons can only have one Subscription Detail per season package.
Alters the information in the Subscription Patron Detail window back to the last time it was saved or opened.
Deletes the Subscription for the patron removing them from the season package all together.
Generates a report of the patrons favorite seats for the season subscription package.
Checks the spelling for all text fields in the Subscription Patron Detail window.
Begins the order process by adding all seats in the package to an order, changing the status of the package and take the user to the payment window to complete the sales process. Click here for more information on booking tickets.
Can indicate a patron has intends to renew but does not wish to renew in the current location. Creates an Order with a Payment for a value entered at the time of processing while updating the status of the package to Change Requested but not booking seats for the patron. Can be used to collect deposits towards renewal requests.
Opens an Order window to allow for individual selection of performances for the season package. This feature can be used when a new subscriber books after the season renewal deadline. Seats can be chosen per performance based on availability.
Holds the seats for each performance within the season package to prevent selling. A payment is not required to hold the seats.
Opens the patron detail window for the selected patron.
Opens the Order to veiw, select or change its contents.
Package Displays the title of the package the patron is subscribed to.
Series The Performance Code for the day that the patron will be attending. Use the drop down menu to change the performance code if necessary.
Season Since The date the patron was first added to the season package.
Suggested Donation The field allows you to specify the suggested donation for that subscription. This amount can be optionally automatically added to the shopping cart during an online subscription renewal. The patron still has the option to remove the suggested donation from their shopping cart prior to payment. This suggested donation can also be printed on season renewal notices to encourage a patron to donate. The suggested donation amount does not get automatically added to orders processed as manually booked season renewals or as auto-renew season renewals processed by the box office. During the process of renewing the subscription via the box office, the suggested amount is used purely as reference guideline as a starting amount to donate. Direct discussion with the patron will determine if donation should be added to the order and at what amount.
Subscription # The Season Subscriptions reference number.
Status The status of the subscription package. The drop down menu allows for manual changes to the status of the subscription. These can be displayed on subscription reports

 

Valid values and meanings are:
Status Renewal Notice Can be Printed Can be Rolled Over to Next Year Indicates New Sub on reports Indicates Renewed Sub on Reports Notes
Not Started Yes No No No
  • Rolled over subscriptions will begin in this state
  • Subscriptions in this state can be printed many times
  • The next state is 'notice printed', indicating notice was printed and sent to patron
  • Unless, the subscription is completed. In which case it will be 'renewed' or 'New Season Completed'
Notice Printed Yes No No No
  • Subscription has been printed and sent to the patrn as an offer
  • Next step is 'renewed' or 'New Season Completed'
  • Unless a change is requested - in which case it will be 'change requested'
  • or cancelled - in which case the state will be one of the 'cancelled' ones
Renewed No Yes No Yes
  • Subscription was renewed as is
Change Requested No No No No
  • Subscription has an outstanding seat change or quantity change to be made before renewal
  • It may mean a new renewal notice is sent
  • Once completed, it will become 'rewnewedl'
Change Completed No Yes No Yes
  • Indicates a RENEW subscription that was completed
  • However, there was a change that needed to be made such as seat move or quantity change
New-Subscription Completed No Yes Yes No
  • Indicates a NEW subscription that was completed
New-Needs Seats No No No No
  • Indicates a NEW subscription where we are waiting to assign seats
  • Could be in response to need to pick some for them
  • or that they wanted something other that what was initially given to them
In Internet Shopping Cart No No No No
  • Somebody is renewing or buying a subscription online and they have the subscription in their shopping cart
  • Once they check out, it will either be renewed, new subscription, or cancelled, depending on patron choice
Cancelled Internet (New) No No No No
  • The user cancelled their NEW subscription online
  • These seats need to be released so they can be assigned to somebody else that is waiting for them
Cancelled-Internet (renew) No No No No
  • The user cancelled their PRIOR subscription online
  • These seats need to be released so they can be assigned to somebody else that is waiting for them
Cancelled-Mid Season No No No No
  • The user cancelled their subscription midway through the season
  • You may have had to give them a partial refund to allow the unused tickets to be used as single tickets.
  • They will not be a subscriber next year.
Cancelled-Season No No No No
  • The user cancelled their subscription at the beginning of the season
  • You may have had to give them a refund so that another subscriber can have their tickets
  • They will not be a subscriber next year.
Notice Printed The date the renewal notice was last printed for the patron.
Renewed The date the patron renewed their subscription to the season package.
Order # The order number of subscription was renewed in.
This tab is used for setting the patron's favorite seats as part of the season package. Click here for more information on the Favorite Seats tab.
This tab is used to manage seating change requests for the patron. Click here for more information on the Change Requests tab.
This tab is used for managing the patron's auto-renewal of their subscription to the season package. Click here for more information on the Auto Renewal Settings tab.
This tab lists the tickets that have been booked as a part of the season package. Click here for more information on the Favorite Seats tab.
This tab indicates the transaction details for the season subscription. Click here for more information on the Favorite Seats tab.