An Overview: Beginner's Guide Collection

This guide will point you to each of the most helpful tutorials, with some additional information along the way!

CUSTOMER INFORMATION

Box Office - Customer Portal and Login Page: clientid.booktix.com

What is a customer portal?

ORGANIZATION LEVEL 

Ticketing - Administrator Portal and Login Page: clientid.booktix.com/admin

What's the difference between the organization, the department, and the department group?

How do I update my Organization Profile?

Administrators

What are the different administrator account access levels?

How do I create and manage admin accounts?

Finances

How do I get paid?

DEPARTMENT LEVEL

How do I update my Department Profile?

Ticket Plans, Seating Charts, and Venues

What is a ticket plan? How do I use them?

How do I add a new ticket plan?

How do I review the seating charts I currently have?

How do we add a new venue or change the name of a venue?

Events

How do we set up an event?

How do I add event details?

How do I open sales?

Customers & Orders

How do I look up a customer or their order?

What is the difference between an exchange, a refund and a cancelled ticket?

Reports

What kind of reports do I have access to, and where can I find them?

Many more tutorials can be found within the knowledge base, but we hope this helps you get started! 

• Related Articles

• Getting Started - Full Setup Guide Video

  Related Articles: Full Setup Assistant Tutorial

• How to Set Up a Department - Video

  Related Articles: How do I set up a Department? How do I update my Department Profile? How do I set up a Department Group?

• Full Setup Assistant Tutorial

  This tutorial directly mirrors our Setup Assistant Videos found in your admin portal dashboard. Step 1: Set up your Department 1. From the organization dashboard, click the DEPARTMENT dropdown, and click MANAGE DEPARTMENTS. 2. Click ADD NEW ...