Getting Started Building an Event

Set Up Preferred Payout Method
- Finance > Plan and Payment Details > scroll down to Payment Method
- OTS Payments
- Video Tutorial OTS FAQs: Payouts & Reconciliation

Pre-Publish Checklist

Edit email header and logo in email settings
- This only has to be done once, and it will be saved for all future productions
  - Custom Confirmation Emails
- Edit ticket confirmation email - do this for each event
  - Custom Confirmation Emails
Setup digital tickets for Apple/Google Wallet
- Digital Wallet

*Please note that once the event is published and tickets have been purchased you will NOT be able to make changes to the seating chart.

Edit promo emails
- Promo Emails - Each email generated starts with default copy. If you would like to make changes, please note that changes will have to be made for each event published.
- Webinar Registration - OTS Feature Focus: Marketing Suite
- Video Tutorial OTS Feature Focus: Marketing Suite
Edit merch
- Add-Ons and OTS Fulfilled
  - Please note, using our inhouse designs for your production site will automatically generate drop ship merch.
Review how to take orders through the box office
Setup and test credit card reader
- Setting up your BBPOS-WisePOS Credit Card Reader Before Connecting to the Dashboard
- Connecting Your Credit Card Reader to your OTS Dashboard
  - We recommend running a test transaction before opening night. Create a $1 box-office-only ticket purchase, then refund it to ensure the credit card reader works properly. Note: a small fee will apply.
Setup BOCA Printer & Hard Tickets
- Printing Physical Tickets (Hard Tickets)
  - Print test ticket
- Troubleshooting Your BOCA Printer

Go over checking in patrons and scanning tickets
- Checking Patrons in and Ticket Scanning

Download the checklist attached below!