Ticket Sales Setup

To help you accurately configure the system to sell items such as tickets and memberships, use the Ticket Sales Setup page to guide you through the necessary steps. The Ticket Sales Setup page provides an interactive list of the tasks necessary to successfully complete the initial configuration. To access the Tickets Setup page, from Tickets, click Tickets sales setup.

The tasks on the Ticket Sales Setup page are presented in a specific order because some build on others. Each task is linked to the corresponding area of the program where you complete the selected task. For example, when you select Discounts from the Tickets Sales Setup page, you are sent to the Discounts page so you can add and manage the discounts your organization will use.

Next to each task on the Ticket Sales Setup page a red “X” appears to indicate that configuration is incomplete. After each task is fully complete, a green checkmark appears. When you first access the Tickets Setup, some tasks will already have a green checkmark due to default data already provided in the system. You should review all default data to determine how it should be edited or what needs to be added.

If a task has a dependency upon the completion of another task, it will be inactive until all other tasks on which it depends are complete. For example, Events will be inactive until you have configured at least one program and assigned prices in Programs. Provided under each task is a brief description, as well as a count of how many active individual records have been configured in each feature area. For example, if you have configured five active discounts, “5 discounts available” appears under Discounts on the Ticket Sales Setup page.

Note: While some tasks, like add locations and configure prices, must be configured by all organizations, a number of configuration tasks are optional. For example, not all organizations will charge fees or taxes. The tasks your organization will complete is directly related to your business processes.

After you complete a task, you can navigate back to the Ticket Sales Setup page by clicking the direct link provided in each feature area. This allows you to easily continue to the next task. To return to Ticket Sales Setup from a feature area, under Setup on the explorer bar, click Tickets sales setup.

For more information about each item on the Tickets Setup page, see Tickets Setup Checklist.