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Guide: Create Access Customers and Tickets (Customer Tag)

Follow the steps below to create Access Customers and Tickets

Updated today

1. Add Tags to Customers

a) Go to the Customers page

b) No profile for the customer yet? Click New Customer

c) If the customer does have a profile already, use the Search Bar to find them

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d) Click Edit on their customer page

e) Scroll down to Tags and enter a Tag of your choice

f) If one already exists, start typing it and select it when it appears in the dropdown

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g) Click Submit to save

h) The Tag will then appear next to the email on the Customers page

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2. Add Tag to Visibility Rule on Price Table

a) Go to the Prices tab on your Event

b) Select your Price Table. Haven't created one yet? See our Prices section

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c) Click Duplicate As Draft to create a new draft version of the Price Table

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d) Right click on the Variant you want to create a Visibility Rule for

e) Click Manage Visibility

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3. Add Ruleset

a) Name

b) Description - for internal use

c) Type - select All Rules must apply

4. Select Customer Tag Rules

a) From the dropdown options, select:

  • Customer

  • Tag

  • is (if you're choosing just 1 tag) or in (if you're adding multiple tags to this price)

  • Start to type in your Tag and select it when it appears in the dropdown

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b) Click Save Ruleset

c) The eye icon will then appear on the Variant after the ruleset has been saved

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5. Save, Review and Publish

a) Save Price Table - NOTE, you must click Save before reviewing and publishing

b) Click Review

c) Check details and click Publish & Make Active

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