Scroll down for the Step-by-Step Guide on how to use the Box Office page
KEY TERMS & TIPS:
What can I do on the Box Office page?
It is where you can reserve and sell tickets for your events, plus add any products you are upselling.
It is also where you can put through exchanges and refunds.
For more info about products, see here.
How do I sell tickets?
Via your Channel, selecting the performances on the calendar and then the tickets you want to sell, before adding customer and payment details.
See our Step-by-Step guide below for more info.
Can I save an order as a reservation and come back to it?
Yes, once you have entered customer details you can select Save as Reservation and that will reserve your tickets until a specific time of your choice.
For more info, see here.
Why can't I see the performances or tickets for my event?
This could be because you haven't completed all the steps in Event set-up.
In order to sell tickets for your event, you will need to enable Channel access for your event, performances, prices and payment methods.
You will also need to assign Price Profiles to your performances and select Print Rules for your Delivery Methods.
What do I need to do before selling tickets on Box Office?
Sign up to a Line-Up account.
Set up your Organisation.
What do I need to have created by this point?
Your Event by completing the Info page.
Your Price Tables and Price Profiles.
Your Delivery Methods.
1. Select Tickets:
a) Go to the Box Office page on the left hand side and ensure you're on the correct Channel by clicking on the Settings button in the top right hand corner
b) On the pop-up, select which Channel you'd like to sell tickets through. If you have different Purchase Flow options, select the correct one from the drop down. Click Save to proceed
c) Select your Event
d) Select the performance you want to sell tickets for from the calendar (NOTE - if you can't see any performances, this might be because you haven't granted the correct access yet. See here for more info)
e) On the ticket page, you should see any Full Price ticket options and, if the channel has been given automatic access, the discounted prices for this performance
f) Want to add a discount that hasn't been automatically applied? (if no, skip to step g):
- Click Add Discount Code underneath the ticket options
- On the pop-up, enter the Coupon code and click Submit
- Click the + button next to the ticket(s) you want to add to the basket
NOTE - if you have selected the Automatically apply discount to channels? option for your discount, then the discounted prices will automatically show as an option to select alongside your full priced items
g) Once you've added the ticket to the basket, they will be reserved in basket and the transaction will begin. Want to change the Reservation Expiry time for your Channel? Edit the Booking Time Limit
h) Scroll down and check that the Basket details are correct. To see Adjuster details, click the downward arrow next to the Gross ticket price. To remove any individual items from the basket select the red bin icon or Clear Basket to remove all items
i) Click Continue to proceed
2. Add Products? (if no Products, skip to step 3)
a) Click the plus button next to any Products you want to add to your basket
NOTE - if you can't see any products you've created or you're not able to select them for your basket, this might be because you haven't granted the correct access yet, or they have been unlinked from the performance. See here for more info
b) Click Continue to add customer details
3. Customer details:
a) Add Customer details, including:
- First Name
- Last Name
- Email Address
- Phone Number - optional
- Address - optional
Click Skip Customer if you don't want to add these details. NOTE - you will not be able to skip customer if you have a mandatory Opt In. See below
b) Select your Opt In if you have one. You will have needed to create these and attach to your Event prior to this step. See here for more info
c) Click Continue
4. Order Options:
a) Select Delivery Method from the drop down
NOTE - Delivery Methods are an optional step at Box Office. This might be because you may want to put through an order but not send out the tickets yet, want to print tickets at a later date or you may not want to have a customer on the order. If you choose to skip this step, it will mean that the customer will not receive their tickets when you put through this order
b) Add a Lead Booker Name - optional. You may want to do this if you are making a group booking or want to link with another order
c) Add a Note to order - e.g. 'Access', 'VIP', 'Group booking', etc.
5. Process Payment:
a) Check Basket details. If you want to make any changes or add more items, click Back to Order Details or Add Products or Vouchers which will take you to the Products page
b) Not ready to complete payment but want to come back to it? Click Save As Reservation and on the pop-up, choose from the following time options for when you want this reservation to expire (if you're ready to complete payment, skip to step c):
- Specific Time - select date and time options from the dropdown
When you want to continue the transaction, click Edit Transaction on the order page to return to your basket. For more info about reserving tickets, go here
c) Scroll down and select Payment Method and from the drop down. If it's a Chip & Pin/Terminal Payment Method, then select the Terminal from the dropdown underneath (you will have needed to create these and grant Channel access prior to this step. See here for more info)
d) Paying for the entire order with this payment method? Select 'Pay total order using this method'
e) Want to split the order between this and another payment method? Select 'Pay partial order balance using this method' and enter the amount to pay using this method
f) Ready to complete payment? Click Pay & Update Basket Total - NOTE, the Payment Received line must match the Subtotal line in order to for the transaction to be completed. If you have processed payment for part of the order, then you must put through the remaining amount
g) You will then be taken to the Order page where you can see all the details. If you scroll down to the Items list, you can see links for:
- The Event in Box Office
- The performance in Box Office
- The payment details