The Organizer Portal is an interface that your customers can use to manage details related to their booking.
From the Operator Portal, you can make invoices available for viewing to your customers, aka Organizers. Organizers can then view and download invoices, as well as make payments.
Note: Contact your Client Success Manager for help with setting up your merchant account for online payments.
Setting up contact types
The Organizer will need to have invoices made available to them in order to process payments through the portal. Contacts set to “Primary” or “Financial” are able to view invoices and make payments.
Locate a booking from your dashboard, the search bar, or the Scheduled Bookings tab from the left navigation.
Under the Details tab, check to see that at least one of the contacts is set as a “Primary” or "Financial" under contact type.
Making an invoice available on the Operator Portal
To give your event organizer access to invoices and make payments, make invoices externally visible in the portal.
Select the Invoice tab for the booking. Move to invoices and toggle “Yes” under the “Visible to Organizer” column.
The invoice is available for viewing on the Organizer Portal and a payment can be completed.
Viewing Invoices and Making Payments via the Organizer Portal
From the Organizer Portal, invoices are available for viewing and payments can be made securely with the "Make Payment" button. Organizers are able to pay by using a Credit Card or Bank Account through the “Add New Payment Methods” function.
