Full Setup Assistant Tutorial

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 DEPARTMENT. 
3. Fill out the form. Any Organization Admins will have access to this new department automatically. Should you wish, you can also add department specific contacts. 
4. When you are done, click SUBMIT DEPARTMENT. 




Step 2: Customize Customer Portal

There are two locations to customize your site: one within the department and one within the organization.  To begin, log in to your administrator portal. 

If you are an organization admin, you will be able to customize the organizational page. 
1. In the left side bar under the header ORGANIZATIONAL SETTINGS, click CUSTOMER PORTAL COLORS & LOGO. 


2. Add organization-based logos, theming, and social media, then click SUBMIT. 

The department is also able to have its own customization. 
1. Navigate into the department by clicking GO TO DEPARTMENT and clicking the department you'd like to customize. 
2. In the left side bar, click the Settings gear, then click CUSTOMER PORTAL DESIGN. 
3. Add department-based logos and theming, then click SUBMIT. 


Step 3: Add a Venue
When you build your events, you'll choose between your pre-made seating charts, ticket plans, and venues. First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department that is hosting your event. 
1. Under Box Office in the left side menu, click VENUES. 
2. Click ADD NEW VENUE to create a new venue. 
3. Fill out the Venue details, including name, address, and venue notes.


4. Click SUBMIT, and your venue will be saved!


Step 4: Add a Ticket Plan
A ticket plan is a collection of prices to use for your event.
For example, when you add events, you are able to select elements to create the event, including venues, ticket plans, and seating charts. 
First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT. 

1. Under Box Office in the left side menu, click TICKET PLANS. 
2. Click ADD NEW TICKET PLAN to create a new ticket plan. 
3. Begin by entering the Ticket Plan Name. We recommend making it something that describes what has been included in the ticket plan so it is easier to reference when setting up your event. 

4. Next, click ADD NEW TICKET TYPE. A "Ticket Type" is the specific ticket price and it's name. In our example plan, we are creating "Adult" and "Student" ticket types, but your ticket types could be "Premium" and "General" or anything other way you'd like to delineate your prices. If you are only having one price option, you could simply name your ticket type "Ticket". 



5. In the form, enter your ticket type details. This will include the ticket name (what your customer will see), ticket abbreviation, and ticket price. Your flex fee is the optional, additional fee that you can charge your customer. The "Auto Fee" button will calculate the flex fee for you to cover the BookTix fee. 
Under Cash Fees, you can also choose to have a Flex Fee on tickets sold via cash. There are NO BookTix Fees on Cash purchases!
Under Lock Ticket to Specific Seating Chart Categories, you can choose the sections to which you would like to lock the ticket price. Here, you would choose what seating sections a "Premium" vs a "General" ticket type would be eligible. 
When you are done, click ADD TICKET. 



6. If you have any additional tickets to add, repeat step 5. 
Then, click SUBMIT TICKET PLAN. 


And you're done! 
You can now choose this ticket plan from your available options when setting up your event. 


Step 5: Request New Seating Chart (optional)
When you build your events, you'll choose between your premade seating charts, ticket plans, and venues. First, log in to your administrator portal, and access your department by clicking GO TO DEPARTMENT and navigating into the department that is hosting your event. 
1. Under the BOX OFFICE section in the left side menu, click SEATING CHARTS. 
2. On the next screen, click the blue REQUEST NEW CHART button




Step 6: Add an Event
In order to sell tickets, you will need to set up an event. Events can include shows, concerts, games, festivals, and more!  To begin, log in to your administrator portal, then access your department by clicking GO TO DEPARTMENT and navigating into your department hosting your event. 

First, set up any ticket plans, seating charts, and venues you may need. To do this, click the Box Office icon on the left menu, and click Ticket Plans, Seating Charts, or Venues. Within each of the pages, you can set up any or all of the three. 
Note that if your seating will be general admission (or festival/open seating), you will not need to set up a seating chart. Seating charts are only for reserved seating, tables, or general admission sections at varying price levels. 

Once you have prepared your ticket plans, seating charts, and venues, you can begin to set up your event. 
1. Under the Box Office header, click EVENTS. 
2. Click ADD NEW EVENT. 
3. Fill out the form on this page. Note that you can only select one seating chart and ticket plan within this page, however if you need to update them for single dates in your event, you can do so within the next page. 
4. When your form is completed, click SUBMIT EVENT.



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