♻️Managing Exchanges
This page explains how to move customers and students between different shows, classes, or dates.
Whether you need to switch a ticket from one show to another, move students to different classes, or shift registrations to new dates, the process is the same. This guide will help you handle common customer requests like trading tickets, transferring between classes, rescheduling, or updating session dates. While the terminology may vary (switching, moving, trading, transferring, or exchanging), the steps remain consistent for both show tickets and class registrations.
Quick date change within the same event? If you just need to move a patron to a different date or time of the same show or class, you can do that directly from the event's Admissions table without visiting the patron's profile. See Moving Patrons to a Different Date.
Moving to a different event entirely? You're in the right place — follow the steps below.
🎬 Watch: Moving patrons between dates and events (1:37)
Find the Person First. The quickest path for any exchange is: Find the customer/student → Edit → Select ticket/registration → Actions → Edit
🎟️ For SHOWS – Changing a customer's ticket:
From the Dashboard menu select either Tickets or Customers
Click the name of the ticket holder, then the blue Edit Customer button.
In the Purchases table, select the checkbox to the left of the ticket you want to change
Click the Actions button at the top right of the table
Select Edit from the dropdown menu
In the Edit modal, select the new ticket details and click Update Selected Admissions
🎓 For CLASSES – Changing a student's registration:
From the Dashboard menu select either Registrations or Students
Click the name of the student, then the blue Edit Student button.
In the Purchases table, select the checkbox to the left of the registration you want to change
Click the Actions button at the top right of the table
Select Edit from the dropdown menu
In the Edit modal, select the new registration details and click Update Selected Admissions
Exchanges must be for the same type (ticket for ticket, registration for registration)
Consider setting up a clear exchange policy and timeframe for your venue
You can also move patrons between dates of the same event directly from the Admissions table on the event overview page
You can select multiple tickets/registrations at once to edit them in bulk
Changing show tickets or class registrations does not change the payment. Refunds or additional charges must be handled separately. See Issuing Refunds.
What You Can Change
When editing admissions, you have the following options:
Event
Move the ticket/registration to a completely different show or class
Date
Change which occurrence (date/time) the patron will attend
Tier
Switch to a different ticket tier (e.g., General to VIP)
Status
Set to Paid/Active (default) or Standby
What is Standby? Standby keeps the admission on file but doesn't count toward tier quantities or capacity caps. This is useful when a patron can't attend but you're not ready to issue a refund. See Managing Admissions for more details.
Additional Options
Send updated confirmation emails — Check this box if you want the patron to receive an automatic notification with their updated ticket details
QR codes — Editing admissions may render old QR codes obsolete. New ones will be generated automatically.
Detailed Instructions
Select the name of the person on the: Tickets or Customers screen (for Shows); or Registrations or Students screen (for Classes)
On their profile, click the blue Edit button:
Edit Student; or
Edit Customer
In the Purchases table, (1) select the checkbox to the left of the ticket or registration you want to change. (2) Then click the Actions button at the top right and (3) select Edit.
In the Edit modal, select the new event, date, tier, and/or status. Click Update Selected Admissions when done.
FAQs
Can I move someone to a different date of the same show or class?
Yes. The fastest way is from the event's Admissions table: select the admission, click Actions → Edit, and choose the new date. You don't need to visit the patron's profile for same-event date changes. See Managing Admissions.
Can I move someone to a completely different show or class?
Yes. Find the patron on the Customers or Students screen (or click their name anywhere it appears), click Edit, select the admission, then Actions → Edit. In the edit modal you can change the event, date, and tier. Follow the step-by-step instructions above.
Can I move a show ticket to a class, or a class registration to a show?
No. Tickets can only be exchanged for other show tickets, and registrations can only be exchanged for other class registrations. If you need to switch between types, refund the original and create a new admission. See Issuing Refunds and Adding Tickets for a Patron.
Does an exchange change the payment or order?
No. Moving a patron to a different event, date, or tier does not change the original payment. The order remains a record of the original transaction. Refunds or additional charges must be handled separately. See Issuing Refunds.
Why can't I change the event from the order screen?
Orders are financial records of the original transaction — they capture what was purchased and what was paid. To change which event a patron attends, edit their admission (from their profile or from the event's Admissions table), not the order itself.
Related Tasks
Issue a refund
Manage admissions from event page
Use Standby status
Invite waitlisted patrons
Need Help?
If you need assistance with a complex exchange situation or with anything at all, contact our support team whenever you need!
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