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cory vinson
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Creating Gift Card/Certificate and Gift Memberships programs
Published February 29th, 2024 by cory vinson
Gift cards and certificates are both meant to hold money that will later be used with your organization. The key difference between a card and a certificate is that the card is a physical object intended for reuse and can be swiped at you PoS station with compatible card swipe. The Certificate is a .pdf which can be e-delivered to remove the burden
Making a sale in Point of Sale
Published September 9th, 2024 by cory vinson
Point of Sale or POS is the touch-optimized sales platform built into the AgileTix software. Begin by Logging In to the AgileTix App on the Sales side and launching the POS. Next, you will need to cash in following These Instructions or you will be automatically cashed in with no cash drawer by the system after a pop-up confirmation. As the box
Creating a New Price
Published December 15th, 2023 by cory vinson
Prices in Agile Ticketing Solutions (ATS) are the final decider for how much money needs to be collected by the system. The directions for creating a new price vary from ATS App to Web Portal so follow the instructions for your platform of choice. You will also see references to both Simple and Enterprise price modes, these will be explained in more
Customer Creation and Management
Published February 26th, 2024 by cory vinson
Customer records hold everything the system knows about your customer base and makes it easily accessible. You can add and work with customers from either the AgileTix app or the Web portal so follow the walk through for your platform of choice. Working with Customers in ATS App Begin by Logging In to Agile Ticketing Solutions (ATS) App on either
Creating or modifying a Membership, Pass, or Loyalty Program
Published February 28th, 2024 by cory vinson
Memberships and Passes are both a collection of benefits that are set to expire either after an amount of time has passed or after a window of time has closed. Memberships typically use the sliding expiration method so they are good for one, six, or twelve months whereas Passes are more likely to use a static expiration and be good only for a weeken
Creating a Sales Line Type
Published December 15th, 2023 by cory vinson
A Sales Line Type is a subset of a Sales Line which are the broad categories under which money is collected. Admission and Premium Admission are both Sales Line Types that exist together under the Sales Line of Event. New Sales Line Type in ATS App Begin by Logging In to Agile Ticketing Solutions (ATS) administration and find the Settings Folder u
Creating a Promotion
Published January 12th, 2024 by cory vinson
Promotions work like a member benefit to unhide a price online or in your box office. Promotion codes are built to work for a set period of time and can be a set or unlimited number of uses in that time period. Once built a promotion code must be attached to all prices it will apply to in order to function. New Promotion in ATS App Begin by Loggin
Setup and Explanation of Features
Published May 22nd, 2024 by cory vinson
AMS-Sales is the side of the Agile Ticketing software responsible for taking money for all of your items on offer. Point of Sale or PoS is launched from the sales side of the Agile app. Begin by logging into AMS-Sales using These Instructions if you need a hand with that process. Once Sales loads click the PoS button on the Actions Bar to launch t
Setup for Abandoned Cart Customer Automation
Published November 19th, 2024 by cory vinson
The abandoned cart CRM can be targeted at customers who visited a specified number of days ago and got far enough for us to know them but did not finalize the order. As an additional filter, you can exclude people who have bought recently so as not to overwhelm already loyal customers. Begin by Logging In to the Web Portal and find the Customer Re
Creating Catalog Items
Published February 7th, 2024 by cory vinson
Catalog items are anything you wish to sell that will not have a ticket. This could include concessions, merchandise, rentals or ticket packs and you can either let the system track your inventory or set everything to unlimited and do that elsewhere. New Catalog Item in ATS App Begin by Logging In to Agile Ticketing Solutions (ATS) administration
Logging into Agile Ticketing Solutions App and Web Portal
Published December 15th, 2023 by cory vinson
To begin working in Agile Ticketing Solutions (ATS) use your username and password to access the system. Below you will find the instructions for logging into either the box office software you can find Here or the browser-based web portal. Logging into Admin and Sales First locate and open the ATS App on your PC, this can be done by double clicki
Making changes to Tier/Inventory
Published January 31st, 2024 by cory vinson
The Tier/Inventory of a show or event is how the system knows what quantity of tickets to sell. The instructions for this process vary from general admission to reserved seating so follow the appropriate directions for your platform of choice. At this time Reserved Seating can only be modified from the ATS App Admin side. ATS App Begin by Logging
Setup and Explanation of Features
Published May 6th, 2024 by cory vinson
AMS-Sales is the side of the Agile Ticketing software responsible for taking money for all of your items on offer. Even when you are using the PoS system AMS-Sales is what is behind the curtain processing the transaction. This system is ideal when your input tools are a mouse and keyboard. Begin by logging into AMS-Sales using These Instructions if
Can I add a loyalty program to an existing membership?
Published March 26th, 2024 by cory vinson
Yes, it is possible to add loyalty values to existing membership levels. Begin by logging in to your platform of choice and then follow the applicable instructions. Adding loyalty to a membership in the ATS App Begin by Logging In to ATS App administration and find the Blue Folder under your Organization House where your membership is built. Locat
Ticket Search Type Options
Published December 15th, 2023 by cory vinson
Found on the web Control tab in AMS here are the various display methods presented and what they will look like in use. Tier Selection First Tier Selection First is going to have your customers first select a tier using the dot menu and then show all prices for that tier. Tier - Ticket type Combinations Tier - Ticket Type Combinations will combi
Creating a Donation
Published February 29th, 2024 by cory vinson
Donations can be built in the ATS App or the Web Portal and set to pop up during the check out process or on the payment screen. Donations when combined with an entry point may also stand alone as a link on your website. Creating a Donation in ATS App Begin by Logging In to Agile Ticketing Solutions (ATS) administration and find where this donatio
Creating a Show or Event Template
Published December 15th, 2023 by cory vinson
Templates are used to save time and minimize the risk of forgetting something when creating a show or event. You should treat templates like a blueprint that houses information on the Venue, Inventory, and Pricing that is continually used. For example evening and matinee programming may have the same pricing used on a daily basis. Templates can also
Creating a Showing
Published January 22nd, 2024 by cory vinson
Shows in Agile are ticketed events and you will need an active template to complete this process so if you do not have one you should Start There. Creating a Showing in ATS App In the ATS App Shows are broken into Show, Showing, Tier/Inventory, and Event Price. The template you previously created will be used at the showing level and will pull in
Creating an Event
Published April 4th, 2024 by cory vinson
Events in agile are usually something that will not happen on a routine basis and may be built either with or without a template. Creating an Event in ATS App In the ATS App Events are broken into Event, Tier/Inventory, and Event Price. Begin by Logging In to ATS App administration and find the Blue Folder under your Organization House where your E
Creating Order Questions
Published January 16th, 2024 by cory vinson
Order Questions allow you to collect information from your customer in a variety of ways from open texts boxes to multi-check lists or single selection drop downs menus. These questions can be asked either for each item separately or only once per order. New Questions in ATS App Begin by Logging In to Agile Ticketing Solutions (ATS) administratio
Making a sale in AMS Sales
Published September 24th, 2024 by cory vinson
AMS Sales is the administration side of sales which is meant to be the back office mouse and keyboard platform for handling money. Begin by Logging In to the AgileTix App on the Sales side. Next, you will need to cash in following These Instructions or you will be automatically cashed in with no cash drawer by the system after a pop-up confirma
Creating New Entry Points
Published February 29th, 2024 by cory vinson
Entry points are the purchase links you use to bridge the gap between your front-end website and the Agile back-end where ticket sales occur. Entry point links can be generated for any single item like a donation or groups of items such as a calendar of events. Select your platform of choice and follow the instructions to create as many entry points
Creating a Revenue-Payment Account
Published January 16th, 2024 by cory vinson
Revenue-Payment Accounts are ledgers money will be recorded on as it passes through the system. You can name or number these accounts as you see fir to aid in future reporting. Follow the applicable instructions below to add a new account in the ATS App or Web Portal. Creating a Revenue-Payment Account in ATS App Begin by Logging in to the ATS app
Adding A Venue
Published December 15th, 2023 by cory vinson
Venues are physical locations and represent anywhere with an address. Follow the applicable instructions below to add a new Venue in either the ATS App or Web Portal. Adding a Venue in ATS App Begin by Logging in to Agile Ticketing Solutions and Locate the Settings Folder under your Corporate Organization House and locate Venue. Right click in t
Common Terms and Definitions
Published September 17th, 2024 by cory vinson
Account Balance – A prepaid amount that is associated with a customer’s account but not applied to an actual order. Administration – The area where a system administrator or senior managers create events, catalog items, and merchandise templates. Buyer Type – A system policy group that defines the policies associated with a subset of customers and
Entry Point Display Types
Published July 22nd, 2024 by cory vinson
This article serves as a collection of the visual options available by default to display your items built inside the Agile Ticketing Solutions software. These settings can be found on the General tab of the ATS App and on the List Details tab of the Web Portal while creating an entry point. Select Display Type to see the configuration and how it wi
Group Pay Setup and Use.
Published March 7th, 2024 by cory vinson
Group pay allows your customers, once a threshold amount is reached on the order, to put a down payment that will hold their tickets. Once the down payment is made the customer will receive an email with instructions on how to forward that purchase link to their group and collect the rest of the order total. When the order has been paid off the tick
New Reserved Seating Chart
Published February 19th, 2024 by cory vinson
Reserved Seating refers to any event or show where you will allow customers to pick their own seats. The ATS system is capable of doing single or multi-section seating maps and can incorporate overlays or use a default seating chart. You can also use Reserved Seating to set up and sell tables. Reserved Seating can currently only be done from the ATS
Customer Relations Manager or CRM
Published February 26th, 2024 by cory vinson
The customer relations manager or CRM is what you will use to send out email blasts to your whole customers base or automate event reminders to individuals. New Emails and Letters in ATS App While this section is being completed please refer back to our legacy knowledgebase Here for any help you need creating or making changes to your emails and let
Creating a Package
Published February 28th, 2024 by cory vinson
Packages within Agile Ticketing Solutions are a collection of tickets to a series of events or shows. Packages can be built from either General Admission or Reserved Seating events but at this time must be built inside of the ATS App. It is also possible to renew into a package from a previous year allowing returning customers a first shot at their
Cashing In and Out
Published May 2nd, 2024 by cory vinson
On the sales side of the Agile Ticketing system, there are three platforms you can use to create or make changes to orders which are Admin Sales, PoS, and Web Box Office. Before you can cash in to any of the following platforms you will first need to log in, you can use These Instructions to help with that process if you are unfamiliar. Admin Sales
Creating a Folder
Published December 29th, 2023 by cory vinson
Folders also commonly called a blue folder are containers within agile that hold all of your shows, merchandise, pricing, and membership information. Get started by Logging In to the ATS App as an Admin then find your Organization House and right click it so you can select New Folder. General Tab You will be started on the General tab where most
Creating Assignment Policy
Published February 15th, 2024 by cory vinson
A Ticket Assignment Policy (formerly called the Comp Policy) allows organizations to create a certain set of rules that will allow you to assign additional tickets to a single ticket purchase. You can use this feature to build a BOGO promotion or, if you are selling tables, it will allow you to bundle all of the seats at that table to be purchased u
Agile ticketing solutions Glossary
Published December 6th, 2023 by cory vinson
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A G O P S T AMS Agent Managed Sales Gate Control Gate Control refers to the process of scanning and validating tickets Organization House This is the icon inside of Agile Ticketing S
New User Setup and Password Reset
Published December 20th, 2023 by cory vinson
A user in Agile Ticketing Solutions is anyone with a login that allows them to either build or sale. Here are the steps for adding a new user or resetting a password in the ATS App and Web Portal. Begin by Logging in to your platform of choice and then follow the instructions below. New User ATS in App Begin by locating the top level manila Securi
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