Venue Admin track
26 lessons, in order. Each one links to the help topic it teaches, a task to try on your own venue, and a three-question checkpoint.
- 1.The venue hub — navigation and quick links
Venue admins can orient themselves in the venue hub and navigate to any major section.
- 2.Creating an event (series + occurrence)
Venue admins can create a new event series, add an occurrence, and publish it.
- 3.Editing events: pricing tiers, pricing categories, and status
Venue admins can update ticket prices, add pricing categories, and manage event status.
- 4.Managing promo codes (event-level and venue-level)
Venue admins can create, edit, and monitor promo codes with windows, limits, and tier scoping.
- 5.Adding team members and managing capabilities
Venue admins with canManageUsers can add staff, set capability flags, and understand how the role/capability model works.
- 6.Building and editing seat maps (layouts)
Venue admins can create a seating layout, place seats and sections, assign pricing tiers, and publish it for an event.
- 7.Signing in as box office staff
Staff can log in, reach the box office dashboard, and understand what they can and can't access.
- 8.Checking in guests with QR scanning (web browser)
Staff can open the web check-in page, scan a QR code, and handle common check-in results.
- 9.Looking up or creating a patron at the box office
Staff can find an existing patron, create a new one, or proceed as a guest — and understand the badges shown.
- 10.Selecting seats and pricing categories at the box office
Staff can pick reserved seats or GA quantities, assign pricing categories per seat, and see the running total.
- 11.Payment methods at the box office (card, cash, check)
Staff understand the available tender types, when each applies, and how to record a single-tender payment.
- 12.Exchanging a ticket to a different performance
Staff can exchange one or more tickets from one performance to another, compute the price difference, and settle the payment.
- 13.Completing a sale and what happens next
Staff understand the success state, what emails are sent, and how to find the order afterward.
- 14.Refunding a ticket (box office staff view)
Staff understand what refunds they can process, the role limits, and when to escalate to a venue admin.
- 15.Managing attendees, exchanges, and refunds from the event page
Venue admins can view the full attendee list, exchange tickets, process refunds, and export the guest list.
- 16.Promoting an event (social publishing and calendar distribution)
Venue admins can draft and publish event announcements to X/Twitter, Facebook/Instagram, and external calendars.
- 17.Venue profile and settings
Venue admins can update their venue's public profile, configure branding, set up seasons, and configure exchange/transfer policies.
- 18.Patron custom fields — defining and using them
Venue admins can create venue-defined fields on patron records and optionally show them at checkout.
- 19.Integrations overview
Venue admins know which external services connect to their venue, which they configure themselves, and which support sets up.
- 20.Ticket delivery methods and the mail fee
Venue admins can configure how buyers receive tickets, set an optional mail fee, and let the box office waive it with a reason.
- 21.Day-of-show upcharge
Venue admins can add a flat per-ticket amount for tickets bought on the day of the performance, exempt specific tiers or categories, and let the box office waive it with a reason.
- 22.Asking patrons how they heard about you
Venue admins can turn on an optional "How did you hear about this show?" question and read the answers in the Channels report.
- 23.Sending email from your own domain
Venue admins can register their venue's domain so confirmations, reminders, receipts and campaigns arrive from the venue's address.
- 24.Printing tickets on a Boca printer
Venue admins can connect a Boca ticket printer at the box office and confirm it works before the first event.
- 25.Sponsor logos on tickets
Venue admins can add sponsor/ad logos to the print-at-home ticket and confirmation email, with per-show overrides.
- 26.Learn tracks and the trainer view
Venue admins can point staff at a self-paced training track and see who on their team has finished what.
Finished everything? Open your completion page — it prints on one page with your name, venue and the date.