🔄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.

Theatre Dashboard main menu

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:

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

• 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.

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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

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.

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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.

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Related Tasks

Task	Guide
Issue a refund	Issuing Refunds
Manage admissions from event page	Managing Admissions
Use Standby status	Managing Admissions: Standby
Invite waitlisted patrons	Setting Up Waitlists

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Need Help?

If you need assistance with a complex exchange situation or with anything at all, contact our support team whenever you need!