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Users Admin
- Manage Affiliate
- Manage Signups
- Allows user to view pending affiliate signups and to approve, decline or leave as pending.
- Active Affiliates
- Allows user to view the active affiliates list
- Export Affiliates
- Allows user to export affiliates into Excel
- Profile
- Allows the user to view/edit an affiliate profile
- Assign Tickets
- Allows the user to assign tickets to affiliates
- Cancelled Affiliates
- Allows user to view the list of cancelled affiliates
- Declined Affiliates
- Allows user to view the list of declined affiliates
- Email Templates
- Allows the user to edit the default email templates for affiliate notifications
- Confirmation
- Allows the user to view, edit, and send the affiliate confirmation emails (in the Manage Signups- go to the affiliate name-click on it- scroll down to the bottom of the page and click on confirmation email.)
- Products & Settings
- Store Master Settings
- Allows the user to shut down all stores (enable/disable ticket sales).
- Edit MAIN Store Text
- Allows the user to view/edit content managed text throughout the Main Store website
- Edit eCON Store Text
- Allows the user to view/edit content managed text throughout the Econ Stores
- eCON Tickets
- Allows the user to view the eConsignment product categories
- Edit eCON
- Allows the user to add or edit eConsignment product categories
- Edit eCON Product
- Allows the user to view and edit the product definition of an eConsignment ticket.
- View Products
- Allows the user to view the list of products in each category
- Assign Affiliates
- Allows the user to assign products to active affiliates
- MAIN Tickets
- Allows the user to view the Main Store product categories
- Edit MAIN Category
- Allows the user to add or edit Main Store product categories
- Edit MAIN Product
- Allows the user to view and edit the product definition of a Main Store ticket.
- Edit Events
- Allows the user to view and edit the event control for a timed/event ticket product
- Ext. Barcode Report
- Allows the user to view the external barcodes installed (if any)
- Edit Season
- Allows the user to view and edit the season/capacity scheduler for a timed/daily capacity ticket product.
- Define Registrations
- Allows the user to view/edit the registration detail of a registration ticket product
- Define Memberships
- Allows the user to view/edit the membership detail of a Season Pass / Membership ticket product
- Package Management
- Allows the user to view/edit any items that may or may not be included as part of the product package (Add-ons).
- Blackout Dates
- Allows the user to view/edit the blackout dates of a Season Pass / Membership ticket product
- MAIN Promotions
- Allows the user to view the list of defined promotions in the ticketing platform
- Edit MAIN Promo
- Allows the user to add or edit a promotion code definition
- Edit Promo Detail
- Allows the user to view/edit the promotion details of a promotion code. In the promotion details page at the bottom is the “product detail”- which has a “click here to edit promotion details”.
- Edit ASSOC Rules
- Rooms And Areas
- Allows the user to view and manually reserve area reservations. This allows you to create a new location
- Edit MAIN Area
- Allows the user to add and edit areas as well as add/edit areas and locations
- Print Area Schedule
- Allows the user to view and print the area schedule printer friendly page
- Instructors
- Allows the user to view and manually reserve instructors
- Add/edit Instructor
- Allows the user to add a new instructor or edit an existing one
- Instructor Report
- Allows the user to view the instructor assignments report. The user is also allowed to view and print the Instructor Assignment Report by clicking the printer friendly page
- Hotel Rooms
- Allows the user to view and update lodging/room inventory.
- Hotel Rate Plans
- Allows the user to manage hotel rate packages according to the type of room. Room types must be added by your Convergence account manager
- Orders
- View All Orders
- Allows the user to view the view all orders done in a given date range. This report may be filtered by venue, date, keywords, and payment type. User can also set “Time adjust” according to the time difference that they usually batch. User can also export this report to excel by clicking on the excel icon. Excel exports give you more information than you see on the management dashboard.
- Order Fast Lookup
- Allows the user access to the Order Fast Lookup tool. This feature allows the user to look up orders by order id, purchaser name, registrant name, group name, or affiliate contact
- Make Purchase
- Allows the user to perform back office purchases on behalf of a customer. Using make purchase allows the purchasing of hidden product category tickets as well as allows the payment options of cash, check, complimentary, money order, department transfer, grant, and pending. The user can select the venue and the store that they want to make the purchase from. The user can also go to the Mobile version of store front if they check mark the “Enter Mobile store version”. This goes for POS as well.
- Excel View All Orders
- Allows the user to export the ‘View All Orders’ report into excel.
- View Orders Detail
- Allows the user to view the order details of any order
- Cancel-Refund-Reissue
- Allows the user to perform a cancel/full refund, removal of an item in order (with refund for the amount of that item), and reissue of new barcodes.
- Partial Refunds
- Allows the user to give a variable partial refund through the Make Payment function
- Payment Report
- Allows the user access to the Payment Report. This feature gives the user information about the payment received and can filter by venue, main store or eCon store, the date range, payment type and card type.
- Excel Payment Report
- This allows the user to export the payment report onto excel by clicking on the excel icon in the Payment report page.
- Order Payment (! Perhaps this should go above Reconciliation)
- Allows the user access into the Make Payment features --by clicking on the order # it takes you to the order detail page and then access to the “Make payment feature)
- Reconciliation
- Allows the user to view the daily reconciliation report by product sku, this can be either for a specific day or Month-to-date and will be an excel export.
- POS Close Report
- This allows the user access to the POS close (Cash in/cash out) report. This report can be filtered down by venue, date, payment type, user/cashier and POS station. This report gives information on the cash over/under and the approval information as well. Managers can approve/modify cashier close from this page.
- Timed Revenue Report
- This is a Revenue Report for Timed Tickets. Tickets that are registered for a particular event & session times and that need to be reserved.
- Recurring Payment Report
- Allows the user access to the Recurring Payment Report. Used by clients that offer timed payments on their ticket products.
- Recurring Payment Export
- Allows the user to export the ‘Recurring Payment Report’
- Add New Cart Item
- Allows the user to add new item to the cart
- Update Cart Item
- Allows user to update the cart with additional items that they may want to purchase
- Test Payment Report
- Add Cart Item
- Order Seating Map
- Update Address
- Affiliate Report
- Allows the user to view the ‘Affiliate Report’
- Update Balance Report
- Allows the user to view and mark the balance report for each affiliate
- Sales Rep Report
- Allows the user to view the ‘Sales Rep Report’
- Affiliate Balance Export
- Allows the user to export the ‘Affiliate Balance Report’
- Add Sales Rep
- Allows the user to add sales rep into the ticketing platform. Sales reps can be attached to affiliate accounts
- Salesrep Detail Report
- Allows user to view the sales rep detail report. Includes total sales of products purchased by assigned affiliate accounts.
- eCON Product Sales
- Allows user to view the eConsignment product sales report. Report gives all eConsignment product sales in a selected date range. Data is organized by category.
- Excel Product Report
- Allows the user to export the eConsignment Product Sales report into Excel
- Mobile eCon Product Report
- Allows the user access to the Report that gives them Online w/o mobile, Mobile only, Kiosk only or POS only option, eCon product sales- by product. They filter down by venue, affiliate name, and date.
- eCON Sales Summary
- Allows the user to view a yearly sales summary organized by months of the year.
- Barcode Report Export
- Allows the user to export the external barcode report into excel
- Combined Product Report
- Allows the user access to the Combined Product sales report- by product. User can filter by date, venue, and type of payment. This report includes both Main & eCon sales.
- External Reservations
- MAIN Product Sales
- Allows user to view the Main Store product sales report. Report gives all Main Store product sales in a selected date range. Data is organized by category.
- Excel Main Product Report
- Allows the user to export the MAIN Product Sales report into excels
- Promo Cart Report
- Allows the user to view the Promo Cart Report. This report contains a listing of promos and the products purchased with those promos.
- MAIN Sales Summary
- Allows the user to view a yearly sales summary organized by months of the year for a particular venue.
- Make Payment HC
- Main Zipcode Report
- Allows the user to view the Main Zipcode Report. This report gives zipcode information for all orders placed. Includes the number of orders per zipcode.
- Sp. Event Report
- Allows the user to view report of all special event ticket purchases made.
- Other tickets that are not event based can be viewed but will not be searchable by date.
- Bulk Print
- Allows the user to be able to print affiliate bulk tickets, contact account manager to enable this service
- Card Print
- Allows the user to create and print a Membership or Season pass card.
- Excel Sp. Event
- Allows the user to export the Special Event Report into Excel
- Print WillCall
- Allows the user to be able to print tickets and hold them for the guest.
- Daily Timed Ticket
- Allows the user access to the Daily Timed Ticket reports. This report contains information on all timed ticket products. Enabled users can also stop the selling of a timed ticket on a given day.
- School Attendee Cert
- Allows the user to select the affiliate and create a certificate of completion for a student from that affiliate program. Must use an existing CSV file or can upload one to print ticket.
- Main Promo Report
- Allows user access to the Main Promo Report. This report contains all promotion codes defined in the system.
- Export Resource Report
- Main Group Report
- Allows user access to the Main Group Report. This contains a report of all Group purchases.
- Reservation Report
- Allows user access to the Reservation Report (birthday rooms, cabanas, classes, etc.). This contains a report of all reservations made through the system and the areas assigned to them. Includes view by date range of event (list format) or weekly view (calendar format).
- Excel Reservation
- Allows the user to export the Reservation Report into Excel
- Reservation Detail
- Allows the user to view the reservation details of a reservation order
- Membership Report
- Allows access to the Season Pass / Membership report. This report includes all season passes and membership products purchased in a given date range
- Roster Report
- Allows the user to view the Roster Report. This report contains the attendees of a registration product for a specific date and time and their details.
- Move Registration
- Allows the user to move a registration to another session time
- Excel Season Pass
- Allows the user to export the Season Pass report into Excel
- Member Detail
- Allows access into the membership details of a season pass holder or member
- Household Lookup
- This is a button on the POS. It allows the user to access accounts that may already exist in the database either by last name, phone, email or member id
- Household Details
- This gives you the details of the household like the number of people in a household, how many children, their ages etc.,
- Add Reservation
- Allows user to add any items to the cart that they want to purchase.
- Adoption Report
- Allows the user access to the adoption report that can be filtered by venue, date range, payment type, last name, zipcode, order id, or adoption id.
- Adoption Details
- Allows user access to the Adoption details page (By clicking on the adoption id or entering the adoption id) make changes an existing adoption.
- School Bookings Report
- Allows access to the School Bookings Report. This is a monthly report of all school bookings filtered down according to venue and category for the year.
- Daily School/Public Class
- Allows user access to the Daily class report for a particular date/day. It gives you the Class name, class time; registration id of student registered which will then lead you the Registration detail page of the student. Also give you the number of students that particular class.
- Public EDU Bookings Report
- Allows user access to the Public EDU Bookings Report.
- Excel Public EDU Bookings
- Allows the user to export the Public EDU Bookings Report into excel
- Excel School EDU Bookings
- Allows the user to export the School EDU Bookings Report into excel
- Attendee Report
- This allows the user access to the Affiliate Attendee report that gives details on Class Attendees for a particular venue and a particular Affiliate given a date range. This report can also be exported to Excel by using the excel export link.
- Registration Report
- Allows access to the Registration Report. This is a report containing details of all registration product purchases.
- Excel Reg. Report
- Allows the user to export the Registration Report into Excel
- Registration Detail
- Allows the user to view the registration detail of a registration order
- Gift Cert. Report
- Allows user access into the Gift Certificate Report. This is a report of all gift certificates purchased through the system
- Excel Gift Cert. Report
- Allows the user to export the Gift Certificate report into Excel
- Incomplete Orders
- Allows the user to view all incomplete orders.
- Lodging Report
- Allows the user access to the Lodging report. This can be filtered downto the venue, given a date range, a date mode( Arrival date or Purchase date) status of the order if it is pending or complete, room type or the package purchased.
- Lodging Details
- Allows the users to view, change and manage the lodging details for a particular reservation.
- PO Report
- Allows access to the Purchase Orders and Balance due. Mostly used for schools, who use Purchase order type of payment option. This gives you the balance due from them.
- Create Invoice
- This can be accessed from the Order Detail Page. There is a button for all education programs that allow the user --
- To create an invoice
- An invoice must have a graphical template in place before this feature can be utilized.
- Email Export
- Allows the user to export your Registrations or Memberships information/data into MailChimp. Must have a valid MailChimp Account. Please contact your Program Manager to enable this.
- Class Credit Report
- Composite Income Report
- Allows the user to view the Composite Income Report
- Redemption
- Redemption Report
- Enables user to view the Redemption Report.. The redemption report shows how many tickets were purchased vs. how many tickets were redeemed in a given month.
- Daily Report
- Allows the user to view the Daily Report. This report shows the redemptions for the day
- Excel Daily Report
- Allows the user to export the Daily Report into Excel
- Excel Redemption Report
- Allows the user to export the Redemption Report into Excel
- Unredeemed Tickets
- Allows the user to view the Unredeemed Tickets report. This is a report of all unredeemed timed tickets in the system.
- Export Unredeemed
- Allows the user to export the Unredeemed Tickets report into excel
- Redeemed by Date
- Allows the user to view the Redeemed by Date report. This report allows the user to view all redeemed tickets in a given date range
- Redeemed Product Export
- Allows the user to export the Redeemed by Date report into Excel
- Upload Redemp. File
- Allows the user to import/upload a redemption file. This is used by clients that don’t use our scanning and want to import scanning redemption data into the system
- Ticket Report
- This allows the user to view the Ticket Report. This is a report of all tickets in the system and the details of those tickets are given including the barcode assigned to them.
- Ticket Report Export
- This allows the user to export the Ticket Report into Excel
- Upload Summary
- This report has been retired. No need to assign this to any user at this time
- Uploaded Tickets Report
- Excel Uploaded Tickets
- Season Pass Use
- Allows the user to view the Season Pass Use report. This report shows, in a given date range, the weekday usage of members/season pass holders.
- Season Pass Use Export
- Allows the user to export the Season Pass Use report into Excel
- Scanner Export
- Allows user to export scanner use into excel file
- Scanner Redeem
- Allows user access to the scanner redemption module. This is where the barcodes get scanned.
- Gift Cert Scan
- Allows the user the ability to scan gift certificates. This feature will keep the remaining unused balance on the Gift Certificate.
- FB POS Display
- Allows the user the ability to view the Food & Beverage POS display orders. User has access to the orders placed either on F&B POS station or tablet.
- Marketing Material
- Flyers
- Allows access to Flyers area. User can upload flyers into the system for later download by affiliate administrators.
- Overlay Flyers
- Allows access to Overlay Flyers area. These flyers contain overlay information specific to affiliates.
- Overlays must be created by a Convergence staff member. Please inquire with your account manager.
- Reserved Seating
- Master Seating Map
- Allows user to manage arena or theater seating charts according to venue, level and section.
- Pricing Seating Maps
- Used in theater seating to display seating rows by pricing tiers
- Event Seating Maps
- Allows user to manage seating maps by event. User can select a venue, arena/theater and status of availability as well. This shows the available seats for that particular event.
- Pricing Plans
- This allows the user to update the pricing tier for the products that have variable pricing. To add more pricing tiers contact your Convergence Account Manager.
- Online Allocation
- Allows user to access and manage online seat allocation. User can select venue, arena/theater, and date then view event seat availability.
- Assigned Seat Report
- Gives the user access to the Assigned seat report. They can filter down the venue, Arena/Theater, date, event or do it by order ID or last name.
- Place Seats on Hold
- This allows the user to place seats on hold for a particular event, date and time.
- Import Ext. Holds
- Allows user to access import summaries
- Enter Box Office
- Allows user to make box office purchase by selecting a venue and a date.
- Permissions
- Discount/Price Adjust
- Ability to adjust prices and give discounts.
- Buy Comp Items
- Ability to sell $0.00 tickets.
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