Creating ticket types

Your event may/will require a ticket.  This article are the steps needed to create a ticket for you Event.

You will need to have your event in edit mode.  You can refer to Editing an existing event if needed.

Step-by-step guide

 1.  On the left-side navigation of Event Builder, click Tickets.

2.  Click + New Ticket Type to display the Create Ticket Type window.

3. Check Is Published for the ticket to appear in the portal.  Verify Is Active is checked so the ticket can be purchased.

Note: if Is Active is not checked the ticket can not be purchased.

4.  Enter the Ticket Name by clicking/selecting in the box below Ticket Name and typing the name.  Enter thePrice by clicking/selecting in the box below Price and entering a value.  If it is a free event, enter 0 (zero) in the Price Box.

5. Check/click the box before Enable Ticket Waitlisting to allow attendees to be added to a wait list when tickets are sold out.   When enabled the event registrant will have the option to add themselves to the waitlist the ticket capacity has been reached (sold out).  No money will be collected from the individual when added to the wait list.  

NOTE:  When a ticket becomes available, a staff user must manually register a person on the waitlist from the backend.  During this process the individual will be required to make payments.  There is no rule (system) as to which waitlisted records can be removed/registered first.  The process for the order individuals will be registered from the waitlist will be set by the organization.

6.  Check/click the box before Show Tickets Remaining if the number of tickets remaining should display on the ticket selection screen.

7.   Check/click the box before Restrict Quantity Per Order if you want to limit the number of tickets and attendee can purchase. For example, an attendee can only purchase 1 ticket.   If you choose this option you will have to enter the Minimum Quantity and Maximum Quantity fields (boxes).

Selecting Restrict Quantity Per Order, requires the Minimum Quantity and Maximum Quantity to be entered.  Enter these fields by clicking in the box under the Minimum or Maximum Quantity and entering the number.

8.   Enter a Description by clicking in the box below description and entering description text.  The description will display in the registration flow. This is an optional field.

9.  Enter Ticket Information is you want the text to appear in the ticket footer.

10.  If all the fields are complete, click/select the Save & Continue button to save your work.

Once the ticket is saved you will return to the the main ticket page to complete the process for tickets.

11. Attach Form Steps

Forms are optional for a ticket.  Many events will need a registration form to collect information from an attendee when they are purchasing the event ticket.  To attach a form to a ticket all the required fields (information) must be entered.  If the required fields have not been entered, then a form can not be attached.

Once the ticket is saved you will return to the the main ticket page to complete the process for tickets.

12. Set the Ticket Sales Start Date.  Click/select in the box below ticket sales start date or click/select on the icon to display the calendar to select the date.  This is a required field as indicated by the red asterisk "*".

Use the arrows on either side of the month to scroll through the calendar months.  Click/select the day when it is displayed.

13.  Enter Registration Instructions.  These instructions will appear above the ticket on the ticket selection screen.

14.  Enter Attendee Modal Instructions.  This text will be the instruction that appear in the attendee modal.

15.  Enable QR Code for Event Pass, check/click this box to show a QR code on the event pass. 

16.   Event Pass Image field allows a specified image to be printed on the event pass.  To set an image, click on the box to type or paste a URL.  

IF the image is a file, the file can be uploaded by selecting the browse button to display file directory.

When Files directory displays, click/select the image file and click/select the Open button.

Repeat steps 2-10 for additional tickets

Optional fields:

1. Click Alternate Pricing to set up Early-bird and On-Site pricing.
2. Click Accounting to enter unique accounting codes for the ticket type you are creating, such as A/R account, Income account or Refund account.
3. Click the Save & Continue button.
4. Repeat Steps 2-9 for additional Ticket Types.
5. Click Save in the upper right-side corner of Event Builder.

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