The Performance Creation Wizard provides a guided process for adding performances to an existing event. There are four steps, each of which changes what appears on the wizard's screen:
- Step 1 defines the basic performances settings, including quantity and sales method
- Step 2 defines initial performance settings, including selling rules and ticket reminders
- Step 3 setups a date and time pattern for the new performances to follow
- Step 4 provides a calendar grid preview of the performances to be added
Performance Creation Step 1 Window Top
The first step is to identify the primary sales method and the number of tickets that can be sold in each performance. These settings can be adjusted per performance later on the Performance Detail Window.
Number of new performances to add from this session of the wizard
- Sales Method
- Dropdown to select an initial sales method
- Prevent Overselling
- When checked (default and most common choice), limits ticket sales to no more than Max Quantity to Sell
- Only applies to general admission events
- Set Initial Holds
- When checked (default), sets the holds on the new performances based on those in the pricing map for the event
- General admission performances get a lump sum hold amount that matches the total holds in the graphic map
- When checked (default), sets the holds on the new performances based on those in the pricing map for the event
- Perf Type
- Dropdown to select an initial custom performance type
- Max Quantity to Sell
- For reserved events, the total seats in the pricing map
- For other sales methods, the number can be restricted as needed (e.g. to exclude a number of obstructed seats, etc)
- Cannot increase the quantity to sell once performance has been created, so best to set the maximum possible value
- The only way to increase the quantity is to create another event with a larger venue and move any existing tickets
- Quantity to Report
- Indicates the number of seats that the online ticketing site should consider 100% sold (read more about this field here)
- Not applicable for the traveling troupe sales method
Cancels the addition of the performances and closes the wizard
Performance Creation Step 2 Window Top
Step 2 lets you set initial performance settings. These settings can be adjusted per performance later on the Performance Detail Window (or en masse via the Performance Tab).
Flags to control where the newly added performances are initially available for sale:
- Allow Selling at the Box Office
- Allow Selling at ALL Other Outlets
- Allow Selling Via the Internet
- Set as Season Control Performance
- Sell
- Dropdown to select the access group of employees able to sell the new performances
- Report
- Dropdown to select the access group of employees able to report on the new performances
Send Reminder and Reminder in Advance Time settings for the email reminders to ticket holders (see the Performance Detail Window >> Setup Tab for more information about these options)
Single Seats Not Allowed or Single Seat Checking Disabled/Relaxed setting for online ticket store sales (see the Performance Detail Window >> Web Settings Tab for more information about these options)
- Sales Target
- Target for each new performance to be created
- If target is to be different on each performance, adjust manually after the performance is created
- Perf Flag
Cancels the addition of the performances and closes the wizard
Performance Creation Step 3 Window Top
These settings can be adjusted per performance later on the Performance Detail Window.
- Earliest date that the new performances should start on
- Performance dates created on this screen can be altered in the Step 4 calendar or after the fact from the Performance Detail Window
- Sliders create a pattern or guideline for new performances (e.g. evening only on Thursdays and Fridays, but 2 performances on Saturdays)
- Wizard creates initial performance dates (when adding more than one performance at a time) using this pattern that fall after the first performance date set at the top of the screen
Sets a pattern for the performance series codes of the selected performances
Default performance time slots based on maximum number of performances selected on weekday sliders
Cancels the addition of the performances and closes the wizard
Performance Creation Step 4 Window Top
Step 4 has a calendar grid to preview the default performance dates and times that the wizard will create based in settings on Steps 1-3:
- Other existing performances in the database appear in purple for reference but cannot be edited.
- New performances (to be created) appear in pink and can be manually dragged on the calendar to create a custom schedule off the pattern set in the prior step.
- You can change the time of a performance by right-clicking on a pink performance and selecting from the list of default times setup in prior step.
- Possible conflicts will be color coded and highlighted on the calendar and are broken into 3 types:
- Performance (i.e. there is another performance at any time on that day and possibly in another venue)
- Venue (i.e. there is something else in that venue)
- Task (i.e. there is some tasks in the venue that may represent conflicts)
Dates and times can still be adjusted per performance later on via the Performance Detail Window.
- Used to to move the preview calendar forward and back across months
- Middle button switches view between 2-week, 1-week, or daily view (pink items can be dragged and edited regardless of active view)
Cancels the addition of the performances and closes the wizard
Begins processing the new performances based on settings entered in steps 1-4