DocumentationTutorials, scenarios & features
Discover our expansive knowledgebase and learn how to get the most out of Citizen Ticket.
Tutorials
- Getting started
- Create an event, set up your venue and set the date
- Create and customise your organiser landing page with your brand identity
- Adding team members to your profile
- Advanced ticketing
- Managing early bird tickets
- Enforcing a mandatory ticket with ticket purchases
- Understanding automatic capacity management
- Using Passes - Annual Memberships, Bundles or Passes
- Configuring your time slots for private party experiences
- Working with many dates
- Customer management
- Data & Reporting
- Traffic & tracking
- Exporting data to be used off-platform
- Themes
Scenarios
- Refunds and Cancellations
Features
- Account Details
- App
- Box Office
- Customer lookup
- How do I amend or cancel a magic checkout sale
- How do I exchange a customers tickets to a different time slot
- How do I issue complimentary tickets
- How do I override the price in box office
- How do I use the box office suite
- How do I use the magic checkout feature
- How do use the magic checkout feature
- Email Centre
- Event Setup
- Create and manage early bird tickets
- Ct template 2024
- Dates how do I cancel or postpone my event
- Dates how do I create multiple sessionstime slots for an event
- Dates how do I use multidate mode
- Dates how do I use the time slots power settings
- Donations how to add a donations option at checkout
- Duplicate event how do I duplicate my event
- Embed widget how do I embed a buy tickets form to my event website
- How do I make event buckets
- How do I pin an event
- How do I schedule a date to publish my event
- How do I set up a waiver form
- How do I set up gift vouchers
- How to activate exchanges
- How to set up exchange all tickets in a sale
- How to set up tentative bookings
- Images how do I add a promotional video to my event page
- Images media tile how do I embed a spotify link
- Location how do I delete a venue
- Location how do I set a location or change a location
- Location how do I set up an online event
- Location how do I set up my event when I havent secured a venue
- Multievent tools what are multievent tools
- Releases sidebar
- Sales digest notify me when my event or a timeslot sells out
- Title description how do I hide my event from public view
- Title description how do I set my event type
- Finance
- Livestream Hybrid Events
- How do I change the sales end date for a live stream event with watch again enabled
- Live stream events how do I make sure my events live stream broadcast is of high quality
- Live stream events how do I stream a thirdparty conference call to my live stream
- Livestream studio can I add an alternative viewing link to my livestream event
- Livestream studio can people watch my camera if I havent gone live
- Livestream studio how do I customise my events live stream page
- Livestream studio how do I end the live stream for my event closing your broadcast
- Livestream studio how do I send a broadcast message to viewers
- Livestream studio how do I set up my streaming software for my live stream event
- Livestream studio how do I start my livestream or go live
- Livestream studio how to download the recording after the livestream
- Livestream studio what happens if access opens and I havent gone live
- Livestream studio what is broadcast message
- Livestream studio what is livestream embed
- Livestream studio what is streaming software
- Livestream studio what stream quality will my viewers receive
- Livestream studio when should I enable watch again after my live stream has finished
- Livestream studio where do I find the live stream server url and key
- Location how do I create a hybrid event location
- Location how do I create a live stream event location
- Tickets can I create a free live stream ticket
- Tickets how do I create a live stream ticket type
- Tickets how do I create live stream ticket types for a watch again or rental period
- Tickets how do I create ticket types for a hybrid event
- Marketing
- After sale pop up how do I send a message to customers after they purchase a ticket
- Can I talk to somebody about marketing my event
- Continue shopping how do I allow customers to continue shopping for tickets to events on my organiser profile
- Discount codes how do I create a discount code for my event
- How do I capture customer data
- How do I create an access code for my event
- How to write a marketing optin message
- Marketing checkout settings
- Reward referrer how do I set up rewards for customers who refer my event to others
- Seo sharing how do I use seo sharing
- Super trolley how do I create add ons for my event e
- Super trolley traffic and tracking
- Traffic tracking how to add a moment
- What are urchin tracking module parameters
- Organiser Landing Page
- Other
- Refunds
- Reporting
- Attendees guests how do I view my attendeesguests
- Attendees guests seating plan
- How to export attendees and guests reports across multiple events
- How to export sales revenue reports across multiple events
- Sales digest how do I get weekly sale updates for my event
- Sales revenue how do I view my ticket sales
- Traffic tracking what is the traffic tracking tool
- Ticket Setup
- Activate ticket b when ticket a sells out
- How can I make a ticket type mandatory
- How can I ringfence some tickets for my event
- How do I absorb fees
- How do I activate the transfer functionality
- How do I create a custom wallet button with a link for a thirdparty conference call
- How do I set up a pass
- How do I stop all ticket sales for an event
- Tickets how can automatic quantities handle family tickets
- Tickets how can I create a ticket that allows customers to set their own price
- Tickets how do I activatedeactivate a ticket type for sale at a later date
- Tickets how do I collect the delivery addresses of my ticket purchasers
- Tickets how do I control the ticket ownership per person for my event
- Tickets how do I create a free ticket type
- Tickets how do I hide a ticket type
- Tickets how do I set my refund policy
- Tickets what is a foundation ticket
- Tickets what is ticket grouping
- Waiting list what is the waiting list feature
What permissions does each team role have?
Organisers can implement specific role based access for different roles within their team. Team members are added to the entire Organiser Profile. Each role has varying permissions as listed below:
Admin
This role is for people who need similar access to the account owner. They can see and manage almost everything on your Organiser Profile.
Admins have full access to all of the following features:
- Organiser Profile
- Event Dashboard
- Customer Lookup
- Multi-Event Tools
- Box Office
- Email Centre
- Finances
- Refunds
- Export Sales & Revenue reports *Can export report
- Export Attendees & Guests reports
- Reporting (if included in feature plan)
- Shipping
- Day Schedule (if active)
- Waivers (if active)
Profile Manager
The profile manager role is for people who need the ability to manage global profile settings, including things like theme management and managing other team members.
Profile managers can access the following:
- Organiser Profile
- Landing page settings
- Team access
- Themes - white labelling (if active)
- Organiser FAQs
- Finances
- Plan & fees
- Currency
- Shipping
Box Office
The Box Office role is for people who need access to Box Office tools, including viewing availability of events, Customer Lookup and issuing tickets.
Box Office users can access the following:
- Event Dashboard
- Box Office
- Sales & Revenue *Cannot export this report
- Discount codes
- Waiting list
- Calendar view
- Multi-Event Tools
- Discount codes
- Gift vouchers
- Box Office
- Customer Lookup
- Overview
- Purchases
- Wallet
- Exchanges
- Ticket answers
- Transfers
- Shipping
- Waivers (if active)
- Day Schedule (if active)
Data Analyst
The data analyst role is for people who need to access event reports and financial data for events that are on sale, as well as historic events.
Data Analysts can access the following:
- Event Dashboard
- Dates
- Sales & Revenue *Cannot export report
- Attendees & Guests
- Traffic & tracking
- Discount codes
- Sales Digest
- Fine Print
- Multi-Event Tools
- Discount codes
- Gift vouchers
- Customer Lookup
- Overview
- Purchases
- Wallet
- Exchanges
- Transfers
- Ticket answers
- Reporting (if included in feature plan)
- Dashboard/charts
- Transactions
- Deferred
- Event Buckets
- Email Centre
- Sent box
- Waivers (if active)
- Day Schedule (if active)
Email Manager
The email manager role is for people who need access to creating, sending and monitoring emails to customers. It's usually used in conjunction with the Event Manager role.
Email Managers can access the following:
- Organiser Dashboard
- Overview of events, but no access to the Event Dashboards themselves
- Multi-Event Tools
- Event Buckets
- Customer Lookup
- Overview
- Purchases
- Email Centre (full access)
Event Admin
The event admin role is for people who have limited access to an event they are managing.
Event Admins can access the following:
- Event Dashboard
- Title & description
- LocationDates
- Tickets
- Refund Policy
- Images & Media
- SEO & Sharing
- Continue Shopping
- Checkout Settings
- Box Office
- Sales & Revenue*Cannot export this report
- Attendees & Guests
- Traffic & Tracking
- Waiting List
- Embed Widget
- Sales Digest
- Super Trolley
- Access Codes
- Event cancellations
Event Manager
The event manager role is for people who have full control of setting up and publishing an event, and managing the configuration of all existing events.
- Event Dashboards (full access to all features)
- Title & description
- LocationDates
- Tickets
- Refund Policy
- Images & Media
- SEO & Sharing
- Continue Shopping
- Checkout Settings
- Box Office
- Sales & Revenue*Can export this report
- Attendees & Guests
- Traffic & Tracking
- Waiting List
- Embed Widget
- Sales Digest
- Super Trolley
- Access Codes
- Event cancellations
- Duplicate event
- Refund Protection
- Event FAQs
- Multi-Event Tools
- Discount codes
- Gift vouchers
- Event Buckets
- Passes
- Event Admins
- Customer Lookup
- Overview
- Purchases
- Wallet
- Exchanges
- Ticket answers
- Transfers
- Box Office
- Refunds
- Reporting (if on feature plan)
- Dashboard
- Transactions
- Deferred
- Event Buckets
- Shipping
- Waivers (if active)
- Day Schedule (if active)
Finance
The finance role is for people who need access to financial configuration and reporting.
Finance roles can access the following:
- Finances
- Bank details
- Plan & fees
- Statements *Can download financial statements
- VAT details (if applicable)
- Currency
- Subscription (if applicable)
- Event Dashboard
- Refund policy
- Payment integrations (if applicable)
- Fine print
- Sales digest
- Discount codes
- Sales & Revenue *Can export this report
- Attendees & Guests
- Calendar
- Refund queue
- Multi-Event Tools
- Discount codes
- Gift vouchers
- Reporting
- Dashboards/charts
- Transactions
- Deferred
Hosts
The hosts role is primarily for assigning users to host a particular event date, or sessions in your events calendar, or Day Schedule (if active).
Hosts can access the following:
- Organiser Dashboard to see all upcoming events
They cannot access any of the Event Dashboards, or other features on the platform.
Additional tips / guides