# Managing Exchanges 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.

{% hint style="info" %} **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](https://docs.crowdwork.com/for-theatres/managing-admissions#moving-patrons-to-a-different-date). **Moving to a different event entirely?** You're in the right place — follow the steps below. {% endhint %} 🎬 [Watch: Moving patrons between dates and events (1:37)](https://cln.sh/mXKG5CYH) {% hint style="success" %} **Find the Person First.** The quickest path for any exchange is:\ \&#xNAN;*Find the customer/student → Edit → Select ticket/registration → Actions → Edit* {% endhint %} ### 🎟️ For SHOWS – Changing a customer's ticket: 1. From the Dashboard menu select either **Tickets** or **Customers** 2. Click the name of the ticket holder, then the blue **Edit Customer** button.

3. In the Purchases table, select the **checkbox** to the left of the ticket you want to change 4. Click the **Actions** button at the top right of the table 5. Select **Edit** from the dropdown menu 6. In the Edit modal, select the new ticket details and click **Update Selected Admissions** ### 🎓 For CLASSES – Changing a student's registration: 1. From the Dashboard menu select either **Registrations** or **Students** 2. Click the name of the student, then the blue **Edit Student** button.

3. In the Purchases table, select the **checkbox** to the left of the registration you want to change 4. Click the **Actions** button at the top right of the table 5. Select **Edit** from the dropdown menu 6. In the Edit modal, select the new registration details and click **Update Selected Admissions** {% hint style="info" %} * 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](/for-theatres/managing-admissions.md) on the event overview page * You can select multiple tickets/registrations at once to edit them in bulk {% endhint %} {% hint style="warning" %} **Changing show tickets or class registrations does not change the payment.**\ \&#xNAN;*Refunds or additional charges must be handled separately.* See [Issuing Refunds](/for-theatres/issuing-refunds.md). {% endhint %} *** ## What You Can Change When editing admissions, you have the following options:

Option	Description
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

{% hint style="info" %} **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-theatres/managing-admissions.md#what-is-standby) for more details. {% endhint %} ### 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](https://docs.crowdwork.com/for-theatres/managing-admissions#moving-patrons-to-a-different-date).

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](https://docs.crowdwork.com/for-theatres/managing-exchanges#detailed-instructions).

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](https://docs.crowdwork.com/for-theatres/issuing-refunds) and [Adding Tickets for a Patron](https://docs.crowdwork.com/for-theatres/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](https://docs.crowdwork.com/for-theatres/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 | Task | Guide | | ------------------------------------- | ------------------------------------------------------------------------------------ | | **Issue a refund** | [Issuing Refunds](/for-theatres/issuing-refunds.md) | | **Manage admissions from event page** | [Managing Admissions](/for-theatres/managing-admissions.md) | | **Use Standby status** | [Managing Admissions: Standby](/for-theatres/managing-admissions.md#what-is-standby) | | **Invite waitlisted patrons** | [Setting Up Waitlists](/for-theatres/setting-up-waitlists.md) | *** ## Need Help? If you need assistance with a complex exchange situation or with anything at all, [contact our support team](/contacting-support.md) whenever you need! --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.crowdwork.com/for-theatres/managing-exchanges.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.