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Knowledge base

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Knowledge base Ticketing: configure pass request validation

    Ticketing: configure pass request validation

    This guide explains how to set up a validation system for passes or subscriptions (within the framework of the ticketing system).

     

    Introduction

    • This option allows you to create passes for which visitors complete a registration that you can validate before they can be used.
    • This feature will be useful for any restricted access or when validation of the request must be done by the organizer.
      • This can include accreditation requests, registrations for specialized courses requiring the verification of certain documents, access to certain areas or events, etc.
         

     

    Setting up the pass to validate

    To do this:

    1. Click here to access the management of your product on the Infomaniak Manager (need help?).
    2. Click directly on the name assigned to the ticketing related to the event.
    3. Click on Scheduling in the left sidebar.
    4. Click on Pass in the left sidebar.
    5. Click on ‍ Add a pass.
    6. During the pass creation process, enable Pass Validity by setting it to Yes.
      • This action will automatically set the necessary options for this feature, namely a free custom pass with a minimum of 0 tickets.

    Once the pass is created, you will need to configure the information requested from the visitor by going to the pass and clicking on the Settings tab:

     

    It is thus possible to make each field hidden sign, visible sign, or mandatory sign…

    If more information or supporting documents are required, it is possible to add them using the form function:

    1. Create a form by price with the information requested from the visitor.
    2. Associate the price form with the pass:

     

    Procedure for requesting a pass to be validated

    The visitor will be able to order the pass like any other order procedure. A few differences should be noted:

    • The terms used during the online procedure will refer to validation requests instead of orders.
    • The visitor will receive a first email confirming that their request has been received and that they will be notified when their request is validated.
    • The visitor will receive the pass in a confirmation email when the pass is validated.

     

    Procedure for validating a request

    To validate a pass validation request from a visitor, you will need to go to the list of passes:

    1. Click here to access the management of your product on the Infomaniak Manager (need help?).
    2. Click directly on the name assigned to the ticketing related to the event.
    3. Click on Sales in the left sidebar.
    4. Click on Pass in the left sidebar.

    ‍If needed, use the filter to display only the passes to validate and choose the desired pass category:

     

    Verification before validation

    Click on the passes to verify. All the information is on the pass page.

    If additional fields have been added via a form, they will be found in the Edit information section:

    Example with files that the user has uploaded:

     

    Change the status

    Change the status to Validated and Withdrawn or no, so that the pass is valid:

    An email will be automatically sent to the visitor with the information to fill out their pass with the tickets to be added.

    In case of a refusal, it is possible to send an email to the visitor to invite them to change the information.

    It is also possible to do this on the previous page via a multiple selection, for example:



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