Getting Started Building an Event
Draft 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
Edit ticket confirmation email - do this for each event
Bulk upload contacts
Setup “Announce New Events” Play
Show site setup & edits
Please note, using our inhouse designs for your production site will automatically generate drop ship merch.
Add OTS widget to website
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 or production site.
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.
Edit merchandise
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
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
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
Go over checklist with your Account Manager
