Order Management on the Seaty Mobile App
View and manage orders on the Seaty mobile app. Staff can access order details, transfer ownership, and track customer information on-site.
Understanding Order Management
At its simplest, mobile order management answers one question: What does this customer need help with right now?
Who uses this: Event staff (box office, door managers) with appropriate order permissions.
Key capabilities:
- View complete order details including tickets, payments, and custom question answers
- Transfer order ownership to different customers
- Resend order confirmation emails
- Edit admin and user notes
- Track referral information and activity logs
How It Works
At a glance: Staff sign in, navigate to the event, search for an order, and take action based on customer needs.
1. Access your event
Sign in with your staff account and navigate to the event you're working. Your permissions determine which actions you can perform on orders.
2. Find the order
Search by customer email, name, or order number. The app displays matching orders with key details visible at a glance.
3. View order details
Open an order to see complete information: tickets purchased, payment status, custom question answers, and activity history. All data syncs in real-time with the web dashboard.
4. Take action
Based on what the customer needs, you can transfer ownership, resend confirmation emails, add notes, or direct them to the web dashboard for actions not available on mobile.
Think of it this way:
- Mobile app handles quick lookups and simple actions at the door
- Web dashboard handles complex operations like refunds and bulk changes
- Permissions control what each staff member can see and do
What You Can View
Order information:
- Complete order details (tickets, payments, customer information)
- Order history and activity logs
- Payment balance and status
- Custom question answers
What you can do:
- Transfer order ownership to different customers
- View refund information (processing refunds requires the web dashboard)
- Add referral tracking
- Edit user and admin notes
- Resend order confirmation emails
Who Can Manage Orders
Staff require specific permissions to access order functions:
| Permission | What it allows |
|---|---|
| Find orders | Search for orders for your events |
| View | Access order details |
| Transfer ownership | Transfer orders between customers |
| Resend email | Send confirmation emails again |
| Admin notes | Edit administrative notes |
| Edit referrals | Modify referral information |
| Balance payments | View payment balances |
Customers can view their own orders and edit their own notes. They cannot access staff functions.
Device sign-in users have limited read-only access.
Mobile vs Web Dashboard
Use mobile for:
- Looking up customer orders at the door
- Checking payment status during events
- Transferring tickets on-site
- Viewing order details for enquiries
- Resending order emails
Use web dashboard for:
- Creating new orders with seat selection
- Processing refunds
- Bulk operations
- Financial reports
- Exporting order data
- Managing discount codes
What Orders Contain
- Customer information (name, email, contact details)
- Tickets (categories, prices, seat assignments)
- Event date and performance time
- Payments (history and balance)
- Custom question answers
- Discounts and fees
- Activity logs (audit trail)
- Referrals (sales attribution)
Changes on mobile appear instantly on web dashboard. Order status and payment updates sync in real-time.
Common Questions
Permissions
Can I process refunds on mobile? No. Refund processing is only available through the web dashboard. On mobile, you can view refund history but not initiate new refunds.
What if I don't have the right permissions? Speak to your organisation administrator. They can grant specific permissions through the web dashboard without giving full admin access.
Syncing and Updates
Do changes sync immediately? Yes. Any changes you make on mobile appear instantly in the web dashboard, and vice versa.
What happens if I lose connection? You need an active internet connection to search and modify orders. Previously viewed orders may be cached temporarily.
Common Tasks
How do I transfer an order to someone else? Open the order, tap "Transfer ownership", enter the new owner's email address, and confirm. The new owner receives a confirmation email.
Can customers see my admin notes? No. Admin notes are only visible to staff with the appropriate permissions. Customer-visible notes are separate.
Explore Orders
Browse the topics below to learn more about orders in the Seaty mobile app.
Order Details
View and manage order information
Custom Questions
Manage custom question answers
Payments
View payment information
Managing Refunds
Process refunds and cancellations
Transfers
Transfer tickets between orders
Need help? Contact support@seaty.co.uk for assistance with order management.