Finance
Setting Up Bank Account for Payouts Tutorial
The video tutorial focuses on simplifying the bank account connection process on Opendate.io. It covers accessing the finance section, filling out profile requirements, adding a bank account, conne...
## Simplifying Bank Account Connection Process
1. **Accessing the Finance Section**
- Navigate to the finance section where disputes or payouts are usually managed.
- Look for the new settings tab that has been added.
2. **Filling Out Profile Requirements**
- Upon clicking the settings tab, there will be requirements to fill out your profile.
3. **Adding Bank Account**
- Click on the "add account" option.
- A pop-up window will appear, similar to Plaid's interface.
- Select your bank from the list provided (e.g., Chase).
- Note that currently, only Chase is functional for verification.
4. **Connecting Bank Account**
- If selecting a bank like Bank of America, you will be directed to log in to your bank account.
- Follow the login process to connect your bank account for venue payouts.
5. **Benefits and Conclusion**
- This new system aims to simplify the process of changing payout information in the future.
- Streamlining the connection of bank accounts will make managing payouts easier for users.
- Reach out if there are any questions regarding this new payment system.
Link to Loom
https://www.loom.com/share/ab659e61a36542fe899f5470962fd099
Getting Started
Getting Started With The Marketing Suite
Getting started with Broadcasts, Segments and Campaigns.
Configuring Email Send Domain in Opendate
- Configuring the email send domain in OpenDate is essential to ensure emails are sent from your domain.
- Following these steps will help you set up and test the email configuration effectively.
Fans and Segments
- Groups of fans based on certain conditions.
- Types of segments: buyers, potential buyers, and wait list.
Broadcast Feature
- Broadcasts are manual messages compared to automated campaigns.
- Used for weekly newsletters, event alerts, or any manual messaging.
Campaigns
- Automated marketing campaigns where you customize email templates.
- Back end handles sending emails, data injection, and tracking.
- Different campaigns for various use cases.
Setting At the door Organizer Fee Per Event
The video demonstrates how to use a new feature in OpenDate that allows users to change organizer fees for at-the-door sales on a per-event basis. Users can access this feature by going to the tick...
0:01 We have a new feature from OpenDate that I'd like to show you today, the ability to change your organizer fees for at-the-door sales on a per-event basis.
0:13 So, I have an example event here, and I'm going to click into the ticketing settings. In this case, this is not a published confirm, but you should be able to read your ticketing settings from this widget in either case.
0:30 From here, if you go to the tickets tab, and then go to settings, um, previously you would have this table here where it would show your ticket fee schedule.
0:41 This is just an example from this test account, but yours could be different just depending on your contract with OpenDate.
0:49 Um, so this is, this is nothing new. In the past, you've been able to come in here and see what uh, what your default is, and then if you want, you can change it.
1:00 So if I, If this is a, if this is a really um, popular artist that you know that is going to sell really well, you could come in here and change this to $4.
1:09 The part that's new here is that, um, previously you were not able to charge your organizer fee for at-the-door sales, and you are now able to do that.
1:20 So if I click into this dropdown, you can see we have two new scenarios here, at-the-door card and then add the door cash.
1:31 Let's say that you want to charge $2 per ticket, it's the exact same thing. So this would obviously impact card sales, and then if you want to add this to cash, you would just do the same thing here.
1:46 And that's basically it. So, um, just, just like your normal online fee schedule, Open Date is able to change your defaults.
1:56 If you, um, want a different default, just reach out to us and we can change that. And then, um, you're always able to go into an individual event and change it to whatever it needs to be.
Ticketing
Printing Instructions for Tickets 🎫
The video tutorial demonstrates how to simplify the printing process for tickets on Opendate.io using both the mobile app and desktop app.
1. Mobile App Printing:
- Access the mobile app and na...
Setting Up your Boca Printer
Where to find the "Print" button
- Mobile App Printing
- Access the mobile app and navigate to the check-in section.
- Click on the desired option and locate the print button to print out a ticket.
- Alternatively, through the sell option, go to register, make a transaction, and find the print option next to check-in to print the ticket.
- Desktop App Printing
- In the desktop app, go to the ticketing dashboard.
- Navigate to recent orders and click on the desired order.
- Find the print tickets option to print the entire order or select individual tickets to print.
Printer Instructions
- Setting up the Router
- Connect the provided VPN enabled router to the venue's internet access.
- Plug in the power cable and the Ethernet cable to the WAN port of the router.
- This creates a subnet that allows internet access to the router and the printer only.
- Preparing the Printer
- Reset the printer to factory settings to ensure it's ready for use.
- Plug in the printer and reset it by holding the test button while turning it on.
- Ensure there are no errors displayed on the printer.
- Connecting the Printer to the Router
- Plug the printer into the LAN port of the router using an Ethernet cable.
- Power off and then power on the printer to establish the connection.
- Loading Ticket Stock
- Insert the ticket stock behind the printer ensuring it's straight and not impeded.
- Use the test button to print a test ticket to ensure the stock feeds correctly.
- Assigning a Specific IP Address
- Note down the MAC address of the printer from the test ticket.
- Contact OpenDate with the MAC address to configure the router to assign a specific IP to the printer.
- Power cycle the printer to ensure the IP address is correctly assigned.
- Adjusting Subnet and Gateway (if needed)
- Access the printer's operator menu by holding down the menu and test buttons.
- Navigate to the Ethernet settings and choose DHCP/sub/gate to allow the router to set subnet and gateway.
- Confirm the settings and save to ensure proper communication.
- Adjusting Special Head Width
- Access the special head setting in the operator menu.
- Choose the appropriate setting for the ticket stock width.
- Save the setting and reboot the printer.
- Final Checks and Troubleshooting
- Print a test ticket to ensure all settings are correct.
- Ensure the IP address, subnet, and gateway match the provided values.
- Adjust printer settings if necessary and contact OpenDate for assistance.
- Final Steps
- Ensure the printer is placed securely to avoid interference.
- Inform OpenDate once the setup is complete for final testing and activation.
- Reach out to OpenDate for any further assistance or questions.
Link to Loo
Kill Seats with Ticketing Dashboard
The video tutorial demonstrates how to block off seats for an event using the Comps feature on Opendate.io. It involves accessing the ticketing dashboard, adding attendees with complementary order ...
## Guide to Blocking Off Seats on an Event Using Comps Feature
1. Access Ticketing Dashboard
- Click on the arrow to enter the ticketing dashboard.
2. Add Attendees
- Click on the "Add Attendees" button.
- Set order types to complementary.
3. Select Seats
- Choose the seats you want to block off on the seating chart.
- Proceed to the next step.
4. Enter Information
- Fill in the required information for each seat, such as email and phone number.
- Note: If only blocking seats and not using for actual attendees, personal information can be used.
5. Confirmation Email
- Decide whether to send a confirmation email for the blocked seats.
- For using the feature for comps, confirmation emails can be sent.
6. Place Order
- Complete the process by placing the order for the blocked seats.
7. Confirmation
- Wait for a moment as the seats are marked as sold.
- Check the public event page to see the blocked off seats under the tickets section.
8. Completion
- The process is now complete, and the selected seats are successfully blocked off for the event.
Link to Loom
https://www.loom.com/share/3001c0fd554b468a91b4540d2dab53c3
Add an artist to the Opendate Artist Database
The video demonstrates how to add an artist to the OpenDate database if it's not already listed. Users can click on a date, search for the artist, and if it's not found, they can add the artist's n...
0:00 Hey there, Andrew from OpenDate here. I wanted to show you how to add an artist if it's not already in our database.
0:09 So what you can do is click on any date and you may find, I'm just going to type in example artist into the database search.
0:20 Let's say that one's already in there. So you can see artist example isn't in there. So I will leave that blank and I will type in artist example into my event name and I will throw that hold on the calendar.
0:40 and in doing so that's going to open up my hold page. Now I can add an artist here and this is available to you in any of our following packages.
0:49 This page will open up. You may notice some features like the profit and loss and things like that and the offer creation are not there for you if you are an opener user.
0:58 But even so I know I believe we called it artist example and you'll see that that's not in there and it gives you the option here to add artist example and by clicking save, that will save it and create an artist profile for this artist.
1:18 When I click on this, this will bring me into my profile. And as you can see, there's no real information here because this is a fake artist.
1:29 Okay, so that's how you do that. You'll see that that is in there for you. Okay, alright, thanks. Hope this is helpful.
Other Income Section On Opendate Offers
The video demonstrates how to use the "other income" feature in Opendate.io's offer build. Users can add income lines in the forecasting section that do not affect the artist's offer but impact int...
0:00 Hey there, I'm going to go through some of the features around other income on the offer build. So right now I'm inside an offer build and I've pulled in a template that uses a versus deal here.
0:12 You can see I have the forecast popped out under other income. I can add income here. We'll just leave this name as income one.
0:22 And let's say for example that we want to have some sort of income line in our forecasting tools, but not have this show to the artist team.
0:35 We can do so by leaving the other income line blank. We could say let's say it's two thousand bucks and quantity one.
0:45 That's going to, as you can see, not affect my gross potential to the artist, but it will affect my potential internally on my forecast section.
0:54 Now, what I can do even further is I can not show this in the offer And what that will do is remove it from the artist-facing offer, but still keep it in my forecast section.
1:12 So if I go to preview, we should see that this will not be shown in my in our offer. If I download this, you can see that in my income section, that is not being shown in the downloadable artist facing offer here.
1:39 Okay, going back to the editor, you can also convert these to a uhm these other income lines into a ticket.
1:50 So uhm assuming that this will be something that the artist views, let's just say there's 20, that's a $20 item and we have 50 of those.
2:02 We can do the same here in forecasting. And if we want, we can easily convert that to a ticket by clicking that button.
2:11 Okay, that's how the other income section works here. Let us know if you have any questions on that. Thanks.
At The Door Ticket Types
The video shows how to set up a ticket type that is only available at the door in Opendate.io. By going to edit tickets, creating a new ticket, and setting its sales channel to be at the door only,...
0:00 Alright, here's how to put uhm a ticket type that's at the door only. So if we go into edit tickets uhm we go into our tickets uhm we can create a uhm a ticket and set it's sales channel.
0:20 To be at the door only, save that, publish that one, uhm now when we go in here we reload we're going to see that it's not showing up uhm on the, on the on the website, uhm but it will show up in the organizer app so you could add it to a cart. Alright, appreciate it.
Refund Flow
The video demonstrates how to initiate a refund on Opendate.io by accessing the refund flow in the tickets section. Users can select specific tickets to be refunded, provide a reason, and complete ...
0:00 Okay, here's the refund flow. Um, if you go into tickets, uh, say we got five tickets here. And click here and go, um, refund order.
0:12 It's going to bring up this, uh, refund page. And you can just select the ones you want to be refunded.
0:26 say whatever reason. And then we hit continue. It'll just refund these specific tickets.
