Management & reporting

Guides in this category:

• Managing orders — Find every order in your dashboard — ticket, class-pack and shop orders — open one to see buyer, ticket and delivery details, and cancel, refund, ship, mark as paid or resend tickets.
• Refunds & cancellations — Refund a whole order or selected tickets to the customer's original payment method, cancel an event to refund everyone, all logged in your audit log.
• Payouts: which orders are in each bank transfer — See every payout Stripe or Mollie made to your bank account, broken down into the payments, refunds and fees it consists of, each linked to the Cleartix order behind it, and export it for your bookkeeping.
• Managing the waitlist — See who's waiting for tickets and in what order, how automatic notifications work when capacity frees up, and how to remove an entry.
• Analytics & exports — See revenue, tickets sold and check-in numbers in Analytics, and export orders or attendees to CSV for your CRM or mailing list.
• Customising emails — Edit the system emails Cleartix sends — confirmation, reminder, follow-up and more — with the rich-text editor and variables, per organisation or per event.
• Broadcasting to attendees — Send a one-off message to everyone attending an event, optionally filtered by ticket type — perfect for last-minute practical information.
• The audit log — A timestamped history of important actions in your organisation — refunds, exports, deletions, team and provider changes — with the user who did each one.
• GDPR & data retention — Cleartix purges personal data after set retention periods and lets you handle data requests — export, correct or delete the data tied to an email address.
• API & webhooks — On Studio and Pro, create API keys to read your orders, attendees and sales stats, create and manage events, templates, ticket types, emails, locations and widgets over the REST API, and register signed webhooks that notify your endpoint when things happen.
• Connect an AI assistant (MCP) — On every plan (Free included), connect Claude, ChatGPT, Cursor or another AI assistant to Cleartix over MCP — sign in as a connector in claude.ai, Claude Desktop or ChatGPT, or use an API key in command-line tools — so it can draft events from your templates and starter kits, check readiness, set emails, answer questions about your sales, look up orders and tickets, reconcile bank transfers from your statement, resend or transfer them, issue free guest tickets, handle GDPR requests, manage your waitlist and team, and check attendees in, within the scopes you choose.
• Accounting integrations — Connect Billit, ClearFacts or your accounting inbox to export invoices for business orders automatically, including UBL e-invoices.
• Expenses, budget and result — Track the costs of an event next to its ticket revenue, set a budget per category, attach invoices and see what you keep and how many tickets you need to break even.
• Action items — Keep the to-do list of an event inside Cleartix: assign items to team members, set deadlines, attach files and see what is overdue.
• Internal notes — Write down what the team should remember about an event — lessons, logistics, quantities — and carry those notes over to the next edition.