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🎟️ Mastering Ticket Management in ClickBid: Setting Up and Selling Tickets How-To

 

Create, Customize, Sell, Track, and Manage Ticket Sales Like a Pro

Whether you’re launching a new gala, selling sponsorships, offering discount codes, or tracking check payments, ClickBid makes it easy to set up and manage ticketing. This comprehensive guide combines all key ticket-related functions into one clear, how-to resource for nonprofit event managers.

🧭 Table of Contents

🎫 Create & Modify Tickets

📍Go to: Event Tickets > Modify Tickets

You can create:

  • Tickets (individual, couple, family, etc.)

  • Sponsorships (with custom packages)

  • Underwriting opportunities

  • Selections (for meals or preferences)

Key Ticket Options:

  • Price – Set the cost per ticket

  • Ticket Title – Max 26 characters

  • Tickets Per Purchase – Ideal for couple or family bundles

  • Quantity Available – Set limit on ticket count

  • Ticket Details – Describe perks or inclusions

  • Selections – Add choices like Vegetarian, Chicken, Beef

🔄 Rearranging Ticket Order: Right-click/hold ticket lines and drag them within their category.

⚠️ Warning: Don’t rename tickets after purchases have been made. It will break guest links and reporting.

🎨 Customize Ticket Page Settings

📍Go to: Event Tickets > Ticket Page Settings

Main Settings Include:

  • Ticket Page URL + QR Code

  • Form Name – Customize your ticket page label

  • General Settings

    • Choose which sections appear on your form

    • Set order for Tickets, Sponsorships, Donations, etc.

    • Allow Purchaser to Keep Card on File → Automatically creates a bidder profile

    • Allow Guest Updates?

      • No = No guest updates; no guest links sent

      • Yes = Guests (not purchasers) can edit their info

  • Receipt Email Addresses

    • Set under:

      • Software Settings > Event Settings > Event Support Contact

      • and Ticket Page Settings > General Settings

  • Show Fair Market Value on Receipts? – Toggle visibility on purchaser receipts

  • Footer Contact – Contact info at bottom of page

  • Payment Types – Enable/disable options (credit, check, cash)

  • Additional Features – Social media buttons, custom field labels

  • Customizable Content

    • Top Message

    • Receipt Header

    • Confirmation Message

    • Link Email Message

    • Header Image and Background Color

💡 Tip: Preview your page regularly and test functionality using the check or cash option to avoid real card charges or fees.

💸 Offer Discounts or Complimentary Tickets

📍Go to: Event Tickets > Modify Tickets → Select a ticket → Discount Code

To Add a Discount Code:

  1. Enter your custom Discount Code (e.g., VIP100)

  2. In the amount field, enter the final price after the discount

  3. Click Add Discount to add multiple codes

    🎟️ Want to give free tickets? Just enter $0 as the price.

🚫 Mark Tickets as Sold Out

📍Go to: Event Tickets > Modify Tickets → Select ticket

To Close Sales:

  • Set Mark as Sold Out? to Yes

  • Add a Sold Out Message for your ticket buyers

🟨 Info: Great for limited-quantity VIP or table packages.

🏦 Accept Check Payments

📨 Add Check Mailing Info:

📍Go to: Ticket Page Settings > Payment Types

  • Use the Check Payable field to enter mailing address/instructions

✅ Mark Ticket as Paid by Check:

  1. Go to Event Tickets > View All Ticket Sales

  2. Find the buyer, click the blue arrow

  3. Click the info icon

  4. In the dropdown, check "Paid?" for check payments

🗂️ Manage Ticket Pages

📍Go to: Event Tickets > Manage Ticket Pages

You can add multiple ticket pages for different groups (e.g., sponsors vs. general attendees).

To Create a New Ticket Page:

  1. Click Create New Ticket Page

  2. Customize the name under:

    • Event Tickets > [Your New Page] > Ticket Page Settings > Form Name

🧼 To delete a page, contact your Account Manager via Training/Support > Request Support.

👥 Manage Guests & Convert to Bidders

📍Go to: Event Tickets > Manage Guests

All purchasers and their guest data appear here. To allow bidding:

Convert Guests to Bidders:

  1. Select guests

  2. Scroll down to Batch Update

  3. Choose Make Bidder

You can filter by Bid # Assigned to check who’s ready to bid.

📊 View Ticket Sales & Summaries

View Ticket Sales

📍Go to: Event Tickets > View Ticket Sales

  • Download CSV or Excel reports from the blue nav bar

  • Reports include: names, emails, payment method, purchase totals

🗂️ Note: Ticket sales cannot be archived — use batch delete if needed or create a new ticket page for clean reporting.

Sales Summary

📍Go to: Event Tickets > Sales Summary

Breaks down:

  • Total quantity sold

  • Total raised

  • Per ticket, sponsorship, or underwriting category

📩 Use RSVP Ticket Entry

📍Go to: Event Tickets > Enter RSVP Ticket

Use this to manually enter ticket purchases by phone, mail, or in person.

  • Choose check, credit, or cash

  • Purchaser receives confirmation email

  • Receipt includes custom message and header image (if uploaded under Account Settings > Logo/API)

📬 Ticket Purchase Confirmation Emails

All purchase confirmations are sent to:

  • Emails listed in Software Settings > Account Settings > Contact Information

  • Or specifically under Ticket Page Settings > General Settings > Receipt Email Address

To edit:

  • Confirmation Message → Ticket Page Settings > Customizable Content > Confirmation Message

  • Receipt Header → Ticket Page Settings > Customizable Content > Receipt Header

🏁 You're Ready to Launch

ClickBid’s flexible ticketing tools give your nonprofit the power to launch, promote, and manage ticket sales across a wide variety of formats — without needing extra tools or integrations.