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Overview

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Sending Complimentary Tickets

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From the Memberships Section

1. Log In → Memberships.
2. Next to the membership, click the Ticket button (not the megaphone).
3. Select the event/ticket type, then choose Free (Complimentary).
4. All members in that membership get the comp ticket email.

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Box Office Method

1. Box Office → Sell Tickets.
2. Pick the event and ticket type.
3. At checkout, select Free (Complimentary).
4. Complete the order; attendees get their free ticket confirmation.

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100% Off Promo Codes

• Create a Promo Code with a 100% discount.
• Send it to recipients to claim free tickets at checkout.

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Emailing Members

1. Memberships → find the membership → click the Megaphone icon.
2. Compose your email, using placeholders if desired (e.g., {membership_expiry_date}).
3. Send to all current members or filter if you have advanced options.
4. Members receive an email from clientservices@simpletix.com with your custom message.

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Editing User Memberships

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Updating Member Info

1. Memberships → next to a membership, click People.
2. Search for the user, then click the Edit (pencil icon).
3. Adjust name, email, or membership details.
4. Save.

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Recurring Billing & Payment Details

• For recurring plans, you can:
  • Change card on file (credit card icon).
  • Cancel or refund membership if needed.

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Selling Memberships Over the Phone

1. In Memberships, click Buy Membership or navigate to Buy Membership
2. Fill in customer details, payment info, etc.
3. Save & confirm. The user’s membership is active, and they’ll receive an email confirmation.

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Downloading Member Lists

1. Memberships → find the membership → click People, or go to the membership page
2. Look for a CSV button (top-right).
3. Download the CSV to view or import offline.

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Additional Tips

• Deleting vs. Canceling: Deleting a user’s membership removes it entirely; canceling ends future renewals but preserves history.
• Adding a New User: If needed, you can manually add a user to a membership from the People screen.
• Free vs. Paid Tiers: If you handle multiple membership tiers (some free, some paid), keep them clearly labeled to avoid confusion.

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Next Steps