Scroll down for the Step-by-Step Guide on how to sign up and set up your Organisation
KEY TERMS & TIPS:
What do I need to do to set up a Line-Up account?
Book a demo with us here.
If you have already completed a demo/training, follow the details in the welcome email to complete registration.
See our Step-by-Step Guide below for more details.
Are there any setup fees?
No, there are no setup fees on any of our plans.
How long are your contracts?
Please contact us to discuss contract options.
Can I change my plan later on?
Contact us here if you'd like to discuss your plan options.
What are the payment processing fees?
Payment processing fees apply in addition to the fees from Line-Up.
Fees will be dependent on your location and/or the where the buyer's payment card is registered.
What is an Organisation?
The company in which you are operating your ticketing from.
Every Organisation has an owner with their own account login, however you can invite other team members to join the Organisation and assign them user roles.
We just need your Organisation name, email address and location address and you are ready to go.
I can't see my Organisation after clicking the invite link.
This will likely be because you are using a private/incognito browser. Please use a non-private browser when joining the Organisation as the link won't work when in an incognito browser window.
If you already have an account and are joining another Organisation, please also make sure that you are logged in prior to clicking the invite link.
---
STEP-BY-STEP GUIDE - ORGANISATION OWNER
(Scroll down for Organisation User)
1. Book a demo with us here
2. If you have already completed a demo/training, follow the details in your welcome email to complete registration
3. Set up Organisation:
a) Once you've created an account and are logged in, click Settings on the left hand side
b) Enter Organisation details:
- Organisation Name
- Contact Email Address - typically a customer service email address that ticket buyers can use to contact you
- Currency - select £ GBP
- Image - optional, upload a .jpg or a .png image no larger than 1MB
- Address
- Click Submit to save details
c) Team Settings:
- Invite new team member - click New Invite in the bottom right corner
- On the pop-up, enter email address and select role from the dropdown. See here for more info about the different user roles you can invite team members to join as
- Please follow instructions in your onboarding email to add Line-Up Support team members to your organisation
d) Tax Settings:
- VAT Number - optional, used for invoicing
- Tax Rate - manage the tax rates that are available for the items you sell. Click Add New Tax Rate if you wish and enter name and rate
- Click Submit to save
e) Billing Details:
- Click Update Payment Details
- Enter card details
- Click Update to add card details
- View and download invoices by clicking the download icon
f) Subscription - where your agreed plan will be updated after you’ve given the Line-Up Support team access to your organisation (see step c above)
---
STEP-BY-STEP GUIDE - ORGANISATION USER/ADMIN:
1. Click the link in your invitation email to join Organisation. NOTE - please use a non-private browser when joining the Organisation as the link won't work when in an incognito browser window
2. On the sign-up page, enter your details:
- First Name
- Last Name
- Password
- Click Continue
3. Edit User Profile:
- Click initials on the top right hand side
- Click Profile
- Edit Name, Email and New Password if you need to
- Enable Two-Factor Authentication - optional, enter Mobile Number
- Profile Picture - optional, upload a .jpg or a .png image no larger than 1MB
- Click Save
4. Switch between Organisations (if you are part of multiple orgs):
- Click the Organisation dropdown on the top left of the page
- Select the Organisation you want to use
- You will then see the data for that specific Organisation
Comments
0 comments
Please sign in to leave a comment.