Welcome to Line-Up: Set Up Guide

 

Welcome to Line-Up! With our advanced ticketing system, you can get your event set up in a matter of minutes.

If you are using Line-Up for the first time, then all you need to do is follow our simple step-by-step guide below - just click on the highlighted links for help articles about each step.

If you are a member of the box-office team, head to our Box Office guide to learn how to use Line-Up to sell tickets, manage orders/customers and more.

 

~~~~ GETTING STARTED WITH LINE-UP ~~~~

Sign up to Line-Up and create your Organisation:

1. Sign up to Line-Up - book a demo with us to get started

2. Create Organisation - enter your Organisation details

3. User Permissions - invite team members to your Organisation as various roles

 

~~~~ ACCOUNT SET-UP ~~~~

Set up some of the account-wide elements that you can use across all events:

1. Create Channels - control your sales through different channels, i.e. Box Office, Telephone, Website, which you can set on and off sale schedules for

2. Payment Methods - add the different ways users can pay for your tickets, including connecting to payment platforms

3. Create Venues:

a) Venue details - enter the name and address of your Venue
b) Venue Plans - build seats or areas with Reserved Seating or assign capacities with a General Admission plan
c) Seat Types - add categories to your seats if you have a Reserved Seating Venue Plan

4. Create Adjusters - set up the commissions or fees that can be set inside or outside of your prices

 

~~~~ EVENT SET-UP ~~~~

Now that you've set-up your account, you are ready to create your first event. Just go to the Events page, click New Event and add the following:

1. Info page - enter the details for your event

2. Performances - bulk create details for all your performances on one page

3. Availability Status - if you have Reserved Seating, create allocations and/or locks on seats before assigning to performances

 

~~~~ PRICES & TICKETS ~~~~

Set up your pricing and control how and where you sell your tickets:

1. Price Tables - set up the pricing structure for your event, including Price Bands and Variants. We have info for both General Admission and Reserved Seating examples

2. Visibility Rules - restrict how and when your prices are visible for ticket buyers

3. Access Tickets - use customer tags and visibility rules to create specific tickets for your Access customers

4. Basket Validation - set rules and limitations for your tickets

5. Price Profiles - add prices to seats if you have Reserved Seating or capacities if you have General Admission, before assigning them to your performances

 

~~~~ TICKET DELIVERY & CUSTOMER COMMS ~~~~

Customise your event further by attaching the following features:

1. Delivery Methods - choose how you would like your customers to receive their tickets

2. Print Rules - activate Delivery Methods on your event but setting barcode generation and attaching tickets

2. Ticket Templates - design what your tickets look like to your customers

3. Email Templates - design custom email templates to send to customers, e.g. pre/post-show emails

4. Merge Tags - add transaction-specific data/code that you can insert into your HTML Email and Ticket Templates

5. Opt-Ins - create terms and conditions/marketing Opt-Ins

 

~~~~ EVENT & PERFORMANCE MANAGEMENT ~~~~

Want to make changes to your event? You can do so in bulk using our quick editing features:

1. Manage Events - Filter and archive events on your Events list

2. Manage Performances - use the Filter and Action bars to make bulk edits to multiple performances

3. Import Barcodes - Sold tickets through a third-party? Upload external barcodes for an event

 

~~~~ ON SALE ~~~~

Now that your event is now ready, set up the following to start selling tickets:

1. Customer-Facing Booking Flow - choose your preferences so we can set up your booking flow and then you can add it to your website

2. Set up a Payment Terminal - to enable card payments for Box Office sales

3. Purchase Flows - set up your Box Office flows that you can use to sell tickets on Line-Up

 

~~~~ BOX OFFICE ~~~~

Sell tickets, make reservations and manage seats via the Box Office page:

1. Sell Tickets via the Box Office - learn how to use the Box-Office page for Reserved Seating and General Admission events

2. Reserve Tickets learn how to use the Box Office page to reserve tickets for a set amount of time

 

~~~~ EXTRAS ~~~~

Customise your event's booking flow with promo codes, upsells and add ons:

1. Discounts - create discounts and add to your prices via your Price Tables

2. Products - create up-sells for your event, e.g. Programme, Pre-show drink and add visibility rules

3. Vouchers - set up gift vouchers to sell/upsell

 

~~~~ ORDER AND CUSTOMER MANAGEMENT ~~~~

Learn how to manage Order pages and edit Customer profiles:

1. Search Bar - learn how to use our search function to look for events, orders, customers and channels

2. Orders page - filter and export to find an order

3. Resend Tickets - email order confirmations and/or tickets to the customer from the order page

4. Manage Customers - add and edit customer details

4. Generate Barcodes - create a new barcode for an order

5. Download Tickets - print physical tickets

 

~~~~ EXCHANGES & REFUNDS ~~~~

Learn how to swap tickets and process refunds:

1. Exchanges - learn how to use the Orders and Box Office pages to exchange tickets

2. Refunds - learn how to use the Orders and Box Office pages to make refunds, including Refund to Voucher

 

~~~~ ATTENDEE MANAGEMENT ~~~~

Manage attendance for your event with our scanning and checking-in features:

1. Scanning Tickets - Access Control Devices - add devices that you can use to scan and redeem tickets

2. Online Check-In - redeem barcodes for a performance, without having to use a scanner

2. Attendee List - build a report to show list of attendees for an event/performance

3. Transaction Item List - view all transactions/orders for a performance

 

~~~~ REPORTING & DATA ~~~~

Use our advanced reporting function which allows a full and flexible overview of your sales:

1. Reporting - Essential Info - see our glossary and breakdown for how reporting works on Line-Up

2. Build a Report - build your own customised report, with the fields and metrics of your choice

3. Build a Dashboard - create a group of reports

4. Schedule a Report - send a report by email periodically according to a schedule of your choice

5. Tracking - Data Layer Event for Line-Up Purchase Flow - see the different tracking events via the Line-Up Purchase Flow

 

~~~~ PARTNERS ~~~~

Get started on integration with our wider network of connected partners:

1. API Integrations - learn how third-party agents can access our software

2. Partners - Digital Marketing - see our tips and recommendations for external digital marketing

NEXT STEP: Get started! Sign up to Line-Up here