Renewing a Package

1. Log in to the Sales side of the Agile Windows application.


2. Cash In so that you may make sales. For more information on cashing in, see this article for further instructions. 

3. Select the correct Buyer Type (Season Pass Holder, Season Ticket Renewal, etc.) for the renewal transaction. If you do not change the buyer type, you will only be able to sell a new package, rather than renew a patron's existing package seats.

4. Select the Package tab.

5. Click the name of the Sales Organization Folder where the Package is built and select the season subscription package that you will be renewing.

6. Click the Get Associated Passholders icon to search for the existing subscriber by name, email, phone number, or other identifying information.

7. Once you have selected the subscriber’s information, you will see the seats that they had last year.

8. If the customer is renewing the exact same seats as last season:

  • Check the boxes next to each seat.
  • Click the Renew button to add these seats to the order.
  • Click Proceed to get to the Item Summary screen.RPstep8.3edit.jpg
  • Confirm that all items in the order are correct.
  • Click Proceed to get to the Payment screen.             
  • Take payment and finalize the transaction.

9. If the customer wants to renew less seats:

  • Check mark the seats that the customer does not want to renew.
  • Click the Red X to remove those seats.               
  • Check the boxes next to the remaining seats in the package.RPstep9.3edit.jpg
  • Select the Renew button and proceed to the Item Summary screen.
  • Confirm that everything in the order is correct. Click Proceed to take payment and finalize the order.                                                                   

10. If the renewing subscriber wants to renew their package but change their seats:

  • Get Associated Passholder by searching for the subscriber.         
  • In the bottom panel below their existing seats, click the Blue Seat icon.RPstep10.2edit.jpg
  • Click the section where the customer wishes to move.
  • On the seating map, choose the new seats for this package and click AddRPstep10.3edit.jpg
  • Click OK to close the seating chart and then click Proceed to go to the Item Summary screen.
  • Confirm that all items in the order are correct. Then, Proceed to the payment screen to finalize the transaction.RPstep10.5edit.jpg




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