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Validation of pass requests
This guide explains how to set up a pass or subscription validation system on your Infomaniak ticketing system. This option allows you to create passes for which visitors must register, and you can validate them before they can be used.
This feature will be useful for any restricted access or where validation of the request needs to be done by the organizer. This may include accreditation requests, registrations for specialized courses requiring verification of certain documents, access to certain areas or events, etc.
Setting up the pass to validate
- Log in to your Infomaniak space
- Go to the Ticketing
- From the left menu, under Scheduling, click on Pass
- Click on add a pass
- During the pass creation process, activate Pass Validity by setting it to Yes
This action will automatically set the necessary options for this feature, namely a free custom type pass with a minimum of 0 tickets.
Once the pass is created, you will need to set the requested information for the visitor by going to the pass and clicking on the Settings tab.
Each field can be made hidden , visible , or required
If more information or supporting documents are required, they can be added using the form function:
- Create a form per rate with the requested information for the visitor
- Associate the form per rate with the pass
Pass validation request procedure
Visitors can order the pass like any other ordering process. Note a few differences:
- The terms used during the online process will mention validation requests instead of orders
- The visitor will receive an initial email confirming that their request has been received and that they will receive updates 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
- Go to Sales and Passes in the left sidebar menu
- If necessary, use the filter to display only the passes to validate and choose the desired pass category
- Click on the passes to verify. All information is available on the pass page. If additional fields have been added through a form, they will be found in the Edit Information section
- Change the status to validate and remove or not so that the pass is valid. An email will automatically be sent to the visitor with information to complete their pass with tickets to add
- In case of refusal, it is possible to send an email to the visitor inviting them to change the information. There are no restrictions on the link, but you can indicate the procedure present on your Infomaniak ticketing (coming soon)