How to Add Offline Table Purchases to Trellis So Purchasers Can Reassign Tickets

If you've sold sponsor tables or other grouped tickets offline, you can add those purchases to Trellis so that donors can reassign their own tickets to guests before the event.

Before You Begin: Set Up a Grouped Ticket

Ensure that your grouped ticket (e.g., Sponsor Table, Table of 10) is properly set up in your fundraiser.

• Create the grouped ticket in the Event Tickets section of the Fundraiser Builder

• Choose a descriptive Ticket Name (this is visible to the donor)

• Set the number of attendees per group

• Set the ticket price to $0

• Under Advanced Settings, mark the ticket as Hidden

• Click Save and then Publish Changes

Steps to Add the Table Purchase Using the Sales Entry System

Open the Sales Entry System (SES)

• From your Dashboard, find the fundraiser and click the ESM button to open the Event and Sales Manager

• Log in using your Trellis credentials

• Click Sales Entry System from the event tools menu

Complete the Purchase on Behalf of the Sponsor

• Select the hidden grouped ticket (e.g., Sponsor Table)

• Enter the sponsor or donor’s information during checkout

Assign or Skip Ticket Assignment

• If attendee names are unknown, click Skip Assigning Tickets
  This will assign all tickets to the purchaser

• If you have names for some guests, assign those tickets now

Select an Offline Payment Method

• Choose an offline payment method such as Cash, Cheque, Card – Offline, or Other

  Note: If the ticket price is $0, this step will be skipped

Send Confirmation Email (Optional)

• At the final step, you can choose to send a receipt email to the donor
  This includes:

  • An itemized receipt

  • PDF event tickets

Complete the Purchase

• Once complete, the sponsor will appear in the Check-In Tool

• A Trellis account will automatically be created for the purchaser

How Donors Can Reassign Their Tickets

• Send the sponsor a link to your fundraising page

• Ask them to click Log In in the top right corner

• They’ll enter the email address used for the original purchase

• A one-time login link will be sent to their inbox

  They should not use a password

Once logged in:

• Click on My Tickets

From the Assigned Tickets section, they can reassign tickets to their guests

For full instructions on how to reassign tickets, see: How to Assign Event Tickets You Purchased to Your Guests

When Tickets Are Reassigned:

• Each guest will receive their ticket by email

• Each guest will automatically have a Trellis account created

• The Check-In Tool updates in real-time with guest info