ADMIN: Create a New Event Template/Create a New Event Using an Existing Event Template

Please see the Business Rules document for naming conventions.

If this is a new event, you can move on to step 5.

This copy should be submitted as part of the event request

This copy should be submitted as part of the event request

This copy should be submitted as part of the event request

This copy should be submitted as part of the event request

Here you can add an image for the event, a GL Code for Finance in Identifier Code, and any custom fields for reporting. In addition, you can set up email notifications so that an email is sent whenever an order is placed for this event. Please refer to the Business Rules document for when these opitional fields should be fileld out.

You can edit the price list here (prices, descriptions, sales channels) but the price list will no longer pick up changes you make to the price list over in the Pricing section of ACME. This means any changes made to the overall price list will not flow through. If changes need to be made, they should be made in the Pricing section of ACME (where you created the price list). Please see the Business Rules document for further instructions on when to modify the price list in each section.

Please reference the Business Rules Document to find ticket sales and validity rules for each event type.

If there are any organizational specific purchasing rules, you may set them here. Please reference the Business Rules document to find event and organizational discount rules.

If there are any membership specific purchasing rules, you may set them here. Please reference the Business Rules document to find event and membership discount rules.

You can create a rule for multiple levels at a time.

This discount is automatically applied when members verify online.

Select the ticket types that will be automatically discounted when the member verifies.

Enter in the ticket limit for each member rule. You can set the rule to be "Per Day" or "Per Event".

All coupon codes in this coupon category will be live and valid. You will not be able to control how many tickets this discount discounts (it will be all valid tickets in the order).

Select the ticket types this rule will apply to

We will be setting ticket limits for special groups here. For example, for Corporate Partner's that get 2 free adult tickets, we will set the ticket type of Corporate Partner Adult and the limit to 2.

General Admission is if the event takes place over the course of the day and Standard Admission is if the event takes place at a specific time. [NHM/LBTP General Admission events will use the "General Admission" admission type]

You will be using published schedules for all events the general public can buy into themselves. You will create a Private Event Schedule for any events that will have private events created.

Please reference the Business Rules Document to find scheduling configuration rules by event.

This is the last day you would like on sale right now. For example, if tickets are released in one month batches, the start date may be 7/1 and the end day 7/31. Once you are ready to release more dates, you can come back into this event template and extend the end date. Please refer to the Business Rules document to see when checking "Indefinite" is appropriate.

If the event has a standard schedule, you will add the individual event start times (no end times needed, you stipulate the duration). The capacity you enter is for each event slot, not each day.

This ensures events are not created on holidays we have configured in ACME or any events outside of open hours. If the event is taking place outside of General Admission hours, leave the second checkbox unchecked.

Information on the General, Organizations, Member Rules, and Coupons tab will copy over from what was configured in the pricing tab.

If needed, you can create multiple schedules but they cannot overlap.

Add any resources as required. Please reference the Business Rules document for more information on resources.

If we need to collect any information on the customer, we can add a form here.

Choose the form to attach to the event.

You can add any configured Add-ons here. Add-ons are any products we sell through the system that is not attached to an event template.

Exceptions is a depreciated setting and you will not have to check this tab going forward.

If you are still building the event and waiting for information, hit Save. Once an event is published, it will be visible by the public and they can but into the event.

This sets the order in which all published events are presented online with 1 being the first event the public will see.

To add Upsells and Dependents, double click on the name.

Click Upsells to add the upsells you want to appear with this event.

Once the upsell is added, you can set rules for how much time must be between the main and upsell event. Once you've added Upsells and Dependents as needed, it will save automatically.