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home/Knowledge Base/01. Anchor Box Office Training/How to Transfer an Order

How to Transfer an Order

12 views 0 June 5, 2021 chris-petriellocityexperiences-com

  • Open the booking that you want to transfer. Click the three dots on the right hand side fo the top menu.
  • Click Transfer Order

NOTE: Our system allows you to transfer the booking to ANY other available experience. If there is a price difference the payment can be made in the check out. If the value of the new experience is less, you can transfer the balance to an e-gift card or refund.

·       Select the Experience that you want to transfer the booking to from the drop-down menu. It can be the same type of Experience or a different one. Only Experiences with availability will show as options for rescheduling.

 

·       Select the date you would like to move the booking to.

·       If you wish to send the guest and updated confirmation, switch the Send Email to Customer toggle to on.

·       Click Confirm and Transfer to [new date] at the bottom of the page.

·       The booking will be moved to the selected date and a confirmation email will be sent if you selected that option. You should see the SUCCESS screen confirming your transfer was successful.

·       If the guest was transferred to a lower priced experience, there will be a balance remaining on the reservation.  You have the option to refund the balance to a gift card or the original form of payment.

·       If the guest was transferred to a higher priced experience, there will be a balance owed on the reservation.  You have the option to collect the balance by using the credit card on file or taking a different form of payment.

 

 

 

 

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  • How to process a refund
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  • Bulk Transfer for Canceled Events
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