In-house Bookings

1. How to process in-house bookings
2. How to process in-house card payments (Stripe)
3. How to customise your in-house payment types
4. How to set in-house booking fees
5. How to restrict user permissions for in-house payment types
6. Booking/Customer Notes
7. Activate Quick Sale Bookings

1. How to process in-house bookings

1. From your Dashboard, click on the Book Now button next to your Event.
2. Select your required tickets and proceed through the booking process.
3. On the basket page, you can add notes to a customer booking in the Additional Notes section.  For example, you could add that the customer is a wheelchair user or may need assistance with their seats.  These additional notes will appear on the Front of House report.
4. To book more tickets before payment, click Continue Shopping.
5. To finalise the booking, select the payment type (Card, Cash, Cheque, Comp, Reserve) and select Checkout.
6. Enter the customer's contact details (please note that only fields with a black dot at the end are compulsory.  It is up to you how much detail you record; however, we encourage you to input an email so that the customer can be contacted if the event is cancelled.
7. If you enter an email address, you will be provided with an option to send the e-ticket direct to the customer.  If you do not want this to occur, un-tick the box below the email field.
8. Ensure the customer is asked the data protection questions and tick or un-tick the relevant boxes.
9. Ask the customer how they found out about your event.
10. Click Book Tickets.
11. Once the booking has been processed, a confirmation page will appear.  A unique booking reference will be displayed along with the booking details.  You can also print the e-tickets (or thermal tickets if you have a thermal ticket printer and TicketSource PrintServer installed).

2. How to process in-house card payments (Stripe)

By utilising Stripe Integration account you can process in-house credit and debit bookings via TicketSource using Stripe Terminal, a payment card reader solution from Stripe for accepting Chip and PIN, Apple Pay, Google Pay and contactless payments on in-house bookings processed via your dashboard.  

To process a credit/debit card booking in-house:

1. From your Dashboard, click on the Book Now button next to your Event.
2. On the payment options screen, select Stripe payment by credit/debit card.
3. Select checkout.
4. Enter customer contact details.
5. Enter card details and click buy tickets to start the payment process and to confirm that booking.

To convert a reservation to a Stripe payment:

1. First, find the booking either (either through the reservation report or by locating the customer's reservation under their record).
2. Next to the booking in the Actions click on Modify Payment Type.
3. Click on the Stripe option and you will be prompted to enter the customers' card details.

This will transfer monies directly from a customer's card to Stripe, which transfers to your bank account on a 7-day rolling basis. For some Stripe accounts, this period can be as little as 3-days. 

3. How to customise your in-house payment types

1. Go to Account and select Payment Processing.
2. Scroll down to the In-house Payment Processing Settings section.
3. Select Add payment method or click the dustbin icon to remove payment types that are not suitable.
4. Click save changes.

There are 3 types of standard in-house payment types:

• Complimentary - This will reduce the ticket price to £0.00
• Reservation - This option will keep the value but it will only appear in the Reservations report
• Paid - This will add the booking with the selected payment method to your sales report

4. How to set in-house booking fees

1. Go to Account and Booking Fees.
2. Under In-house Settings, select whether you wish to apply an in-house booking fee. 
3. Enter your fee and select whether you wish the fee to be applied per ticket or per booking. 
4. You can also choose to Enable manual override of booking fee during booking by putting a tick in the box (this will allow you to add or subtract the booking fee from any in-house booking you make)
5. Click Save Changes.

If you would like to turn this function off, follow the above steps and select No booking fee and then Save Changes.

5. How to restrict user permissions for in-house payment types

1. Go to Account and User Accounts.
2. Select the pencil icon next to the required user name. 
3. Under the section Permissions, Box Office untick the relevant payment types.
4. Click Save Changes.

Once removed, the payment type will no longer appear as a payment option to that user when making an in-house booking.

6. How to add or modify notes for a booking/customer

During the booking process, you can add notes to a booking (e.g. wheelchair user, assistance required, etc.). You can also add or modify these notes once the booking has been completed.

To modify booking notes:

1. Go to Customers and Search customers. 
2. In the text box (top right), either enter the customer name or booking reference number.
3. Select the customer from the search results.
4. With the customer's record displayed, click Customer Bookings.
5. Next to the relevant booking, go to Actions and Modify Booking Notes.
6. Enter/amend any notes.
7. Click save changes. 

These notes are displayed on the Front of House Report. 

7. Activate Quick Sale Bookings

This feature will enable you to process a booking without collecting a customer's name or contact details. We encourage you to only use this feature immediately before a performance for 'on-the-door' bookings to help reduce queues at the Box Office.

To activate quick bookings:

1. Next to the relevant event, hover over the Actions button and select Activate Quick Booking.
2. To turn the feature off, repeat the step above and select Deactivate Quick Booking.

When enabled, you will have the option to book tickets to complete the booking without customer details or full checkout to enter the contact details of the customer.

Updated on: 30/06/2025