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🎟️Legacy: How to Set Up and Manage Your Ticket Page in ClickBid

🧪 Testing Tip Before You Start

⚠️ Warning: If you're testing ticket purchases, always use the Check or Cash payment options. This avoids accidental credit card charges and fees that your organization would be responsible for.

⚠️Legacy features will be retired at the beginning of 2026. For more details on this change, click here.

🛠️ Modify Tickets

Menu: Event Tickets > Modify Tickets

This is where you’ll create your tickets, sponsorships, underwriting options, and meal selections.

Ticket Fields:

  • Price: Set price per ticket.

  • Ticket Title: Max 26 characters.

  • Tickets per Purchase: Useful for couples/family packages.

  • Quantity Available: Limit how many are sold.

  • Ticket Details: Appears under the ticket name; great for descriptions.

  • Selections: Add options like meal choices (only one selection per purchaser).

💡 Tip: To change the order of tickets, right-click/hold the ticket line and drag it up or down within its section (e.g., individual tickets, sponsor levels).

⚠️ Warning: Once a ticket has been purchased, do not rename it. This can affect reporting accuracy and guest link functionality.


⚙️ Customize Ticket Page Settings

Menu: Event Tickets > Ticket Page Settings

Screenshot 2025-07-03 131159

Key Features:

  • Ticket Page URL + QR Code: Share or save for promotion.

  • Form Name: Rename your ticket page.

  • General Settings: Choose fields to display (e.g., donation, seating).

  • Allow Purchaser to Keep Card on File: Converts the purchaser into a bidder without notifying them.

  • Allow Guest Updates?

    • No: Guests can’t update info; no link sent.

    • Yes: Guests can update; link sent (excluding the purchaser).

  • Receipt Email Addresses: Add under Software Settings > Event Settings > Event Support Contact, then confirm in Ticket Page Settings > General Settings.

  • Fair Market Value Toggle: Show or hide FMV on receipts.

  • Footer Contact: Adds contact info at bottom of page.

  • Payment Types: Customize accepted payment options.

  • Additional Features: Add custom fields and labels.

  • Customizable Content:

    • Top Message (Shown at the top of the ticket page form)

    • Receipt Header

    • Confirmation Message (Shown on screen at the conpletion of a tickert purchase)

    • Link Email Message (Email body guests will receive when they are sent an update link for their other attending guests)

  • Header Image & Background Color: Upload branding elements.


Manage Multiple Ticket Pages

Menu: Event Tickets > Manage Ticket Pages

Each Enhanced or Full Suite License includes one ticket page, but you can create more if needed (e.g., separate pages for sponsors vs. general admission).

How to Add a New Page:

  1. Go to Event Tickets > Manage Ticket Pages.

  2. Click Create New Ticket Page.

  3. You'll be redirected to the new page's Modify Tickets section.

  4. To rename the page, go to:
    Event Tickets > [New Page] > Ticket Page Settings > Form Name.

⚠️ Warning: Need to delete a ticket page? Submit a request via Training/Support > Request Support.


👥 Manage Guests

Menu: Event Tickets > Manage Guests

All purchasers and their guests appear here along with their ticket type and meal selection.

Convert Guests to Bidders:

  1. Select all entries.

  2. Scroll to Batch Update.

  3. Choose Make Bidder.

💡 Tip: Use the arrows beside Bid # Assigned to see who has been assigned a bidder number.

After conversion, manage bidders under Bidders > Manage Bidders.


📈 View Ticket Sales

Menu: Event Tickets > View Ticket Sales

See your complete ticket sales list including:

  • Purchaser contact info

  • Total

  • Purchase date

  • Payment type

  • Ticket name and quantity

Click Download Ticket Sales (blue bar) to export as Excel or CSV.

Ticket sales can no longer be archived. To separate data, create a new ticket page or use Batch Update > Delete.


📊 Sales Summary

Menu: Event Tickets > Sales Summary

This view shows:

  • Quantity sold

  • Total sales

  • Breakdown per ticket/sponsorship/underwriting

Helpful for reporting and event wrap-ups!


✉️ Enter RSVP Ticket

Menu: Event Tickets > Enter RSVP Ticket

This tool mimics your ticket form and allows manual entry of RSVPs.

You can process payment via:

  • Check

  • Credit

  • Cash

After completing the form, the purchaser receives a receipt confirmation email.


📬 Ticket Confirmation Settings

Confirmation Email:

All contacts listed under:
Software Settings > Account Settings > Contact Information
...will receive confirmation emails unless an override email is added under:
Event Tickets > Ticket Page Settings > General Settings > Receipt Email Address.

On-Screen Confirmation:

After ticket purchase, guests will see:

  • Receipt Header

  • Confirmation Message

Edit these in:
Event Tickets > Ticket Page Settings > Customizable Content

💡 Add a logo under Software Settings > Account Settings > Logo/API to display it at the top of the receipt.