How to Add Guests and Offline Ticket Sales to Your Site

On all platforms, except the Online Bidding Only Platform, you can add new guests and/or offline ticket sales to your site using your Admin Login. Here's a step-by-step guide on how to do this.


**Important Note: This feature is not available on the Online Bidding Only Platform.

Adding a New Supporter (Guest) to Your Site

To add a new guest to your event, follow these steps:

  1. Go to All Supporters:
    • In the dashboard menu, under Manager Users, click on All Supporters
  2. Click Add Contact:
    • On the right-hand side, click the Add Contact button.

    • This will open a popup to choose how to add the guest information

Choose How to Add the Guest:

    • Pull from Database: If you want to add an existing contact, you can select from the dropdown list of your existing guests. **To use this feature you will have needed to link your supporters from past events. For more information on setting up your database, click here: Constituent Database

    • Add New Contact: If this is a new guest, select Add New Contact, and a form will open for you to fill out the guest's details.
        • Contact is: Select whether the contact is an Individual or a Business.
        • First Name: Enter the guest's first name (or business name if adding a business).
        • Last Name: Enter the guest's last name (or contact name if adding a business).
        • Mobile Phone: Enter the guest’s mobile phone number (for correspondence).
        • Email: Enter the guest’s email address.
        • Address: Fill in as much address information as you can.
        • Bid Number: If you leave this blank and a ticket is assigned, the system will automatically assign the next available bid number. **Tip: For more information on auto-assigning bid numbers, click here: General Event Settings.
        • Table Assignment: Choose the table where you want the guest to be seated from the dropdown menu.
        • RSVP Level: Select the RSVP level for this guest from the dropdown. This will show all the reservation levels you've set up. **Note: Only reservation levels will appear here. For sponsorships, you’ll need to go to the Sponsors section. Learn more about selling Sponsorships.
            • Sponsor Guest: A guest paid for by a sponsor.
            • Paid Guest: A guest paid for by another reservation (e.g., a table of 10).
            • Comp Guest: A guest receiving a complimentary ticket
        • Entrée Choice: Choose the guest’s entrée from the dropdown. **Tip: You can add entrée options in the Ticket Settings page. Learn how to set this up.

  1. Click the Save Button at the bottom of the popup.

**If a guest is purchasing additional tickets for others, click here for instructions: Purchasing Additional Tickets for a Guest

Applying Payment After Adding a Guest

Once you’ve added the guest (and any additional tickets), you can process a payment:

  1. Go to Ticket & Sponsorship Statements:
    • Click Pre-event, Ticket & Sponsorship Statements under the dashboard.
  2. Find the Guest:
    • Use the All Statements list or Balances Due list to find your guest. You can also search for them by name.
  3. Click the Receipt Icon:
    • Next to the guest’s name, click the Receipt Icon.

  1. Click Process Payment:
    • At the bottom of the receipt, click the Process Payment button.

  1. Enter Payment Information:
    1. Amount: You can enter the full amount or a partial payment. Click in the text box to change amount.
    2. Payment Type: Choose from:
      • Credit Card: Enter credit card information.
      • Cash: Enter payment details.
      • Check: Enter the check number.
      • Other: For non-standard payments. Things like offline payments, DAF or other payment sources.

**Tip: If you choose Cash, Check, or Other, you can edit the payment date to match the true payment date.

  1. Click Pay Now to complete the payment.

Other things you may now what to do:

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