Scroll down for the Step-by-Step Guide on how to create your Purchase Flows
KEY TERMS & TIPS:
What is a Purchase Flow?
A booking flow that you can use to sell tickets on Line-Up.
This could be the flow used by your Box Office or for your Online Checkout.
If it's for your Box Office and you have multiple venues or users, you can create specific Purchase Flows and restrict them to certain Channels, Events or Terminals.
If it's for your Online Checkout, you can create a Purchase Channel which has its own URL link which you can send to customers to make purchases through that Channel.
How do I create a Purchase Flow?
Via the Purchase Flows page, where you can enter the details and select the options you need.
For more info, see our Step-by-Step Guide below.
What is a Channel?
The place where tickets are sold, e.g. Online Channel, Box Office, Ticket Agent, etc.
See our Channels help article for more info.
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STEP-BY-STEP GUIDE:
1. Create a New Purchase Flow
a) Go to the Purchase Flows page
b) Click New Purchase Flow
2. Add Details
a) Purchase Flow Name - e.g. Box Office, Website
b) Tags - optional, for internal use. These will appear in the Purchase Flow list
3. Select Purchase Flow Type
a) Box Office - this flow will be used by your Box Office staff. Choose from the following Optional Restrictions:
- Channels - restrict what Channels will be available on this Purchase Flow
- Events - restrict what Events will be available to users
- Terminals - restrict what payment Terminals are available
NOTE - by restricting the Purchase Flow to certain Channels, Events or Terminals, this restricts what the user can see. If you don't click these toggles, then all Channels, Events and Terminals will be available on this Purchase Flow.
b) Online Checkout - copy and paste the full URL for your existing online checkout, which your new Purchase Flow will connect to
4. Edit or Archive Purchase Flow
a) If you need to make changes, click Manage on your Purchase Flow list
b) Click Archive to remove it from your Purchase Flow lists
c) Click Edit to make changes and Submit to save
5. Want to restrict a user's access to certain Purchase Flows?
NOTE - this will restrict what data the user can see. So if you lock a user to a certain Purchase Flow, they will then only be able to see the events and channels connected to it, along with only orders that have been made via the channel(s) connected to the Purchase Flow.
a) Go to the Settings page and then the Team Settings tab
b) Click the pencil icon next to the user
c) On the pop-up, click the toggle next to Would you like to restrict their access to certain purchase flows?
d) Select the Purchase Flow from the dropdown and click Apply
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