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Welcome Guide

Your step-by-step route through Line-Up, from Organisation set-up to going on sale and reporting

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.


How can I contact the Line-Up Team?

Either by contacting us at [email protected] or messaging us directly using the Line-Up Hub.

We will attempt to answer your enquiry as fully as possible, however it really helps us if you're as specific as you can be.

This includes:

  • Sending us links to the part of Line-Up you're referring to, e.g. an Event, Performance, Transaction or Report.

  • Sending us screenshots and/or screen recordings of your question/issue. We recommend using Jam links, as that way we can see any network errors.


Getting Started with Line-Up

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

  2. Line-Up: The Essentials - read up on our User Tips, Line-Up Lingo and our Ideas Portal.

  3. Organisation - enter your Organisation details.

  4. System & Custom Roles - the Roles available in Line-Up and how access is restricted.

  5. Manage System & Custom Roles - invite team members and build Roles tailored to your Organisation.


Organisation Set-Up

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

  1. 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 Customers can pay for your Tickets, including connecting to payment platforms.

  3. Venues:

    1. Venue - enter the name and address of your Venue.

    2. Venue Plans - build seats or areas with Reserved Seating or assign capacities with a General Admission plan.

    3. Seat Types - add categories to your seats if you have a Reserved Seating Venue Plan.

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

  5. Opt Ins - create the marketing and/or terms and conditions available for your Customers to agree to for your Events.

  6. Payment Terminals - set up Terminals for card/OTD payments.


Event Set-Up

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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. Create and manage Events - enter the details for your Event and make changes in bulk.

  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

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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.

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

  3. Discounts - create Coupon Codes and special offers, with Item Discounts and Basket Discounts.

  4. Visibility Rules - restrict how and when your prices are visible for Ticket buyers.

  5. Basket Validation - set rules and limitations for your Tickets.


Email & Ticket Delivery

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Customise your Event further by attaching the following features:

  1. Delivery Methods - choose how you would like your Customers to receive their Tickets.

  2. Email Templates - design custom Email Templates to send to Customers, e.g. pre/post-show emails.

  3. Ticket Templates - design what your Tickets look like to your Customers.

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

  5. Barcodes - how to set up, generate and import Barcodes.

  6. Manual Ticket Delivery - how to manually send Emails and Tickets to Customers.


On Sale

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Now that your Event is ready, set up the following to start selling Tickets:

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

  2. Customer Forms - gather info from your Customers at check-out.

  3. Purchase Flows - set up your Box Office and Online Checkout flows which you can use to sell Tickets and create Payment Links.

  4. Purchase Channels - create Channel-specific booking links.


Box Office

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Sell Tickets, make Reservations and manage seats via the Box Office page:

  1. The Box Office Page - learn how to use the Box Office page for Events.

  2. Box Office Payments - learn how to take Customer payments in Box Office.

  3. Box Office Additional Functions - learn how to change Bands, Availability Statuses and Seat Types via the Box Office.

  4. Taking Payments - learn all you need to know about Box Office payments.

  5. Refunds - learn how to use the Transactions and Box Office pages to make refunds, including Refund to Voucher. Refunds start from Manage Transaction or Manage Order on the Transaction.

  6. Exchanges - learn how to use the Transactions and Box Office pages to exchange Tickets, starting from Manage Transaction or Manage Order.

  7. Reserve Tickets - learn how to use the Box Office page to reserve Tickets and create Payment Links.

  8. Group Bookings - use Lead Booker Name and separate Channels for bookings with large groups.


Products & Upsells

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Customise your Event's booking flow with Discounts, upsells and add ons:

  1. Products - create upsells and standalone Products for your Event, e.g. Programme or Pre-show drink, and add Visibility Rules.

  2. Vouchers - set up gift Vouchers to sell or upsell, and learn how they are redeemed.


Customers

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Manage your Customer records and Access Customers:

  1. Manage Customers - edit Customer details and merge Customer Profiles.

  2. Access Customers - create/manage Access Customers and create Access Tickets.


Attendee Management

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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. Manual Check-In - redeem Barcodes for a Performance, without having to use a scanner.

  3. Guest List - see one row per guest for a Performance, with their Form responses and contact details.

  4. Attendees List - build a Report to show a list of attendees for an Event/Performance.

  5. Performance Seating - seat attendees for GA-selling Events.


Reporting

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

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

  2. Guide: The Report Page - build your own customised Report, with the Fields and Metrics of your choice.

  3. Schedules - send a Report by email periodically according to a schedule of your choice.

  4. Build a Dashboard - create a group of Reports.

  5. Example Reports - recommendations for common Reports on Line-Up.


Partners & Tracking

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

  1. Add Ons - Secure My Booking - add Ticket Insurance to your booking flow.

  2. API - Third-Party Integrations - learn how our Partners integrate with Line-Up.

  3. Webhooks - send Transaction data to another system as it happens.

  4. Mailchimp - sync your Customers and Opt Ins with your Mailchimp audience.

  5. Digital Marketing & Tracking - see the Data Layer Events available via the Line-Up Purchase Flow, plus our tips and recommendations for external digital marketers.

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