You will be started on the General tab and presented with a list of drop-downs and text fields. Starting at the top is the Event Type which will usually be vague such as Live Concert or Streaming. If you need a category that is not on the drop down then select the Ellipses to the right and add one. 

This is what adding a new Event Type will look like, click Add New and OK when you are done to return to the previous screen.

Next, pick the Venue this template will apply to, this could be a concert venue or a theater inside your establishment but represents a physical place where customers will gather. If the Venue you need is not on this list use the Ellipses and These Instructions to add a new one.

The next field is Template Name and in most cases, this should be slightly less vague than your Event Type. You will be looking for this name on a drop-down menu when building your events so make sure you know based on that what it's for.

Color is a selection that will apply to the buttons that appear on your PoS system and as a border online, if left blank the default color of your buttons will be white.

Project Code is used for internal reporting and does not affect the show being built. Distributor and the comScore check boxes allow for automated reporting and are best set at the show level and not here on the template. Leave Enabled checked or this template will not be available to select later.

On the Delivery tab under the Delivery Method heading put a checkmark next to any option you would like your customers to have.

E-Delivery - This option will email order information with tickets attached as a mobile wallet or PDF format.

Mail (Agile Fulfilled) - This option will send physical tickets to the customer from the ATS office.

Mail - This option will have physical tickets sent from your box office.

Streaming - This option should be selected only for streaming events and will send the required links.

Ticket Forward - This option comes in E-Delivery and Will Call which correspond to those methods and allow forwarding from the customer account.

Will Call - This option adds these tickets to a fulfillment queue for printing at your box office for pickup.

Start Days is how many days before an event you would like this delivery method to become available while Cutoff Days is the number of days before an event you would like to stop offering this method. The Mail delivery methods also have a Start Fulfillment field which is used to denote what day physical mailing will start to show up in a fulfillment queue to be processed.

The Web Control Tab is where settings that control how customers are presented with your ticket offerings online are found. On this tab, the first setting of note is Show Tier Color on Web Sales which will add the color assigned at the tier level to be present beside that ticket tier online. Allow Seat Selection On Web Sales should be active only if this is a reserved seating event where customers will pick their seats.

Ticket Search Type determines how your customer will be presented with the ticket options you create, you can see how the different options will look when in use Here.

Tier Selection First - This asks customers to first choose a tier such as admission or VIP before seeing prices for that section.

Tier - Ticket Type Combination - This presents customers with all ticket options at once with the Tier noted beside each.

Ticket Type Only - This is the best option for GA shows with only one Tier.

Clickable Section - This option asks customers to first pick a tier such as Balcony or Orchestra then lets them pick a seat in that section.

Seat Selection - This option presents seat selection first for when you only have one tier such as Reserved

The three prompt fields allow you to change what those buttons display online without any special coding. The More Info, Purchase, and Add To Cart buttons can all be changed here on the Web Control tab.

The Display Message at Available Qty check box is used to determine at what inventory level you want online sales to stop. When set and enabled this will cause your display message from Tier/Inventory and Sales Channels to appear at the designated threshold. This message will be "Sold Out" by default.

The Confirmation Tab can be found in many places and represents additional information which will be added to the top of any emailed orders. You should add information here if it will be relevant to all shows made with this template otherwise it will be done on the shows or events individually.

You are now done with all of the top-level settings for creating a template. Click OK to save and close this window.

You will be started on the General tab and the first option to be addressed is Sales Line Type which defines the actual items being sold. For events and shows your default will be Admission to denote ticket sales but you can add more Sales Line Types Here if you find that you need them. Tier Name can be anything you want but must be unique for this template and is customer facing so Admission is a common choice. New Tier Names can be added using the Ellipses.

The next text field is Zero Available Qty Message and if you turn on the Display Message at Available Qty option in the previous section or sell out this is the message that will be shown to customers instead of "Sold Out". Below that is the Show Available Qty On Web check box which when checked will display this shows inventory online for customers to see.

The Tier Priority determines where on a list this Tier will appear if this template will have multiple Tiers. A Tier Priority of 0 will have this Tier at the top of the list and the higher the number used the further down the list it will be pushed. Color here works just as in the previous section but can be segmented further if needed, leaving this blank will default to the setting of the higher level.

Next is Time Based Tier which is usually paired with the Event show type to create windows of entry with smaller inventory pools. This setting can be used to create tour groups of a more manageable size throughout the day. The Enabled box should be left checked or this Tier will not be available to sell.

With all of that in place, it's time to decide if this Tier will be General Admission or Reserved Seating. If you do not check this box this Tier will only accept inventory information from a seating map and this setting can not be changed without rebuilding the Tier. The Initial Default Inventory is how much open inventory you want this Tier to start with. Click Apply to save all these changes and create your inventory pool.

General Admission will now be locked in and you can add more inventory by right-clicking in the Inventory field and selecting New. Clicking Add New will start this process over again for shows with more than one Tier and OK will save all settings and close so you can begin creating prices.

You will be started on the General tab and presented with a list of prices you previously created, if your price field is empty or missing one you need to follow These Instructions to create new ones. Click the Price you want to select it.

The Sales Channel drop-down may contain several options but they will break down into one of three categories. Your ticket will need to be built separately for each Sales Channel you want to have in use.

AMS or Agent Managed Sales - In-house method and will usually be sold at a PoS terminal.

Web  - Any price that customers will access online.

Gate Control - This happens in-house but will be on a handheld scanning device such as an iPhone.

Leave Enabled checked unless you want this price unavailable by default.

The Ticket Type is next and is what customers will see online or printed onto their tickets and you can use the Ellipses to add any not already on the list. The Include Service Fee box should only be active if you have a blanket service fee built and not if your Fee is built as part of the ticket price.

The Functional Area is used to restrict a price with a 0 being not restricted at all and a 4 being completely hidden. Restricted level 1-3 prices can be unhidden by benefits and promotion codes as where level 4 will only be useable with assignment policy or behind-the-scenes measures.

The next step is to assign a ticket format using the Event Ticket Format drop down and your starting options will be General Admission and Reserved Seating. The key difference between those two options is that Reserved Seating will have room for seating information and General Admission will not. Use the Ticket Preview button (Golden ticket and magnifying glass) to see all of the elements that will be present on this ticket when printed.

The Display Sequence here is again used to order your prices with a 0 being at the top of the list and higher numbers appearing further down. Best practice is to give a lower number to prices that will be hidden so that when your customer meets the requirement to unhide them they will appear at the top of the list and not the bottom where it can be missed. The Quantity Restriction can be used to set a Minimum and Maximum order amount which is great for group ticket discounts.

This process will have created a complete price so you are now ready to click Apply to save. To more quickly re-create this event price for another sales channel click the Add New button which will open these settings back up to changes. Swap your Sales Channel to one you have not created yet for this ticket type and click apply again. Use OK when you're done creating for this price to save and close.