Getting to Know Your Dashboard - Overview

Tips & Tricks on how to get the most out of your OTS Dashboard.

Abbey avatar
Written by Abbey
Updated over a week ago

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Welcome to the On The Stage dashboard! The left side menu is where the magic happens when editing your show site. That is where you’ll be able to turn functions on and off, enter in information about your show, and make changes to your show site.

Wherever you can enter information and see a red check mark or small disk icon, make sure to click on that to save your added or updated information.

Starting with the homepage (your main dashboard page), let’s explore the left side menu.

  • Create New: This is where you can create new events.

  • Productions: This is where you can review your current live productions, review production drafts before they are published, and view past productions.

  • Promo Codes: This is where you can create new promo codes, review active promo codes, and apply them to your productions.

  • Users: This is where you can add or remove users to allow access to anyone who will be working in your Box Office leading up to and during your production.

  • Orders: This is where you can review patron orders, resend confirmations, process refunds, and review VOD activation information for your clients.

  • Org Site: This is where you can view and edit your OTS website. It is the online home for all your season information. The Home page is the first point of contact between you and your visitors.

  • Payouts: This is where you can view your organization's transaction history by production including all earnings and associated fees.

  • Reports: This is where you can review information about financials, patrons, and ticket orders.

  • Contacts: This is your patron contact list. All contacts in this list will receive promotional announcements on your organization's behalf via email. Depending on your plan level, you can manually add patrons from previous productions not built on the OTS platform.

  • Settings: There is where you can update your plan and billing, venue information, connect your social media, update your contact details, and review your passwords.

  • Help Center: Access our extensive knowledge base to help you set up your show site.

  • Fundraising Dashboard: This is where you click to access your fundraising website to create a fundraiser or view an active fundraiser.

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