Getting Started Building an Event
Set Up Preferred Payout Method
Finance > Plan and Payment Details > scroll down to Payment Method
Add Users - Producer, Junior Administrator, Box Office Manager
Pre-Publish Checklist
Seating chart setup & edits
Edit email header and logo in email settings
This only has to be done once, and it will be saved for all future productions
Bulk upload contacts
Show site setup & edits
Please note, if you're using OTS-created artwork for your production site will automatically generate drop ship merchandise
Post-Publish Checklist
*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.
These emails automatically send once a week for the 4 weeks leading up to your first performance date.
Edit ticket confirmation email
Review how to take orders through the Box Office
(If you own or have purchased an OTS-Compatible Credit Card Reader) Setup and test the reader
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 refund fee will apply.
Setup BOCA Printer & Hard Tickets
Setup “Announce New Events” Play
Only Available to orgs on Platinum & Plus
Add OTS widget to website
Only Available to orgs on Platinum & Plus
Pre-Opening Night
Add Users - Point of Sales & Ticket Scanners
Go over checking in patrons and scanning tickets
Review how to take walk-up orders
Print out QR code for lobby