Pricing Templates

Create a pricing template so you don’t have to repeat yourself. Saves time, reduces errors.

If every session in a season sells the same ticket types at the same prices, setting them up by hand each time is slow and easy to get wrong — a typo in one price, a comp allocation forgotten on one night. A Pricing Template captures that setup once so you can apply it to each new session.

What a template holds

A template is a named set of two things:

• Ticket categories — the names, prices, limits and sort order you’d otherwise re-enter for every session, including any complimentary categories.
• Custom questions — the questions asked at checkout. See Custom questions.

A few things are deliberately not in a template, because they belong to the individual session rather than the pattern:

Not included	Why
Capacity	Asked for separately when you apply the template, since it usually follows the room
Time-limited sales dates	An early-bird window is tied to a specific session’s date, so categories arrive with no sales window set
GST, refund policy and waitlist settings	Taken from your account settings each time
Bookings and issued comps	A template is a starting point, never data

Manage Pricing Templates

Templates live under Ticketing → Pricing Templates. The list shows each template’s name, how many ticket categories and custom questions it holds, and when it was created.

Create a template

1. Click New Pricing Template.
2. Give it a name and save.
3. The template is created empty — open it to add categories and questions.

Name it after the pattern rather than the show: Friday night standard, Festival preview, Two-tier with comps. You’ll be picking it from a dropdown months later.

Add ticket categories and questions

Click a template’s Edit action to open its management page. From there you can:

• Rename the template.
• Add, edit and delete ticket categories.
• Add, edit and delete custom questions, dragging them into the order you want them asked.

Ticket categories in a template take the same fields as they do on a session:

Field	Description
Name	Shown to customers at checkout (e.g. Full, Student)
Price	The price before ticket fees. Hidden when the category is complimentary
Limit	Optional cap on how many of this category are available
Sort Order	Controls the order categories appear in at checkout
Is Complimentary	Marks the category as comps rather than tickets for sale
Comp Ticket Type	Which allocation the comps come from — Artist, Producer, Venue or Producer Extra
Hidden	Keeps the category off the public checkout

Switching Is Complimentary on hides the price field, reveals Comp Ticket Type, and turns Hidden on for you. Both a comp type and a limit are required for a complimentary category — the form won’t save without them.

Delete a template

Use the Delete action in the list. Deleting a template has no effect on sessions already created from it; they keep the categories and questions they were given.

Creating a template from a session you’ve already set up

Often the easiest way to build a template is to get one session exactly right and then capture it.

Tip

You can create a new Pricing Template from an existing Session. From the Pricing tab, click Save as Template button

Give it a name — template names must be unique, so you’ll be asked to pick another if it’s already taken.

Note

Save Template captures the session’s ticket categories only. Custom questions on that session aren’t included. If you want questions in the template too, open it under Ticketing → Pricing Templates and add them there.

Using a template

A template is applied when a session’s pricing is first set up. There are two places that happens.

When you create the session

The new session form asks What should pricing start from? and offers three answers:

Option	What it does
Nothing yet	Creates the session bare. Set up ticket types and prices later
A pricing template	Copies ticket types, prices and any questions from a template you pick
An existing session	Copies from another session — see below

Choose A pricing template, pick it from the dropdown, and enter the Capacity — how many tickets the session should offer in total. The template supplies everything else.

From the session’s Pricing page

If a session already exists but has no pricing yet, opening its Pricing tab offers the same choice between entering a price manually and using a template. See Set Session Pricing for that flow, including the preview you get before confirming.

Caution

A template seeds a session’s pricing; it doesn’t stay attached to it. Editing a template later has no effect on sessions already created from it, and there’s no way to re-apply a template over a session that already has categories. Get the session right by editing it directly.

How comp categories are resolved

Complimentary categories get one extra step when a template is applied, because comp allocations often vary by room:

1. If the template’s comp category has a limit, that limit is used.
2. If it doesn’t, the room’s default comp tickets for that comp type are used instead.
3. If the room has no default for that type either, the category is skipped.

If the template holds no complimentary categories at all, the session falls back to creating comp categories from the room defaults, exactly as it would without a template.

Note

It’s worth checking the comp allocations on the first session you create from a new template. Because of step 3, a comp category with no limit can quietly not appear if the room has no matching default.

Copying an existing session instead

A template is the right tool for a pattern you’ll use repeatedly. For a one-off — a second night of the same show, a transfer to another venue — it’s often quicker to copy the session you already have.

Choose An existing session when creating a session and pick the one to copy. This brings across more than a template does: pricing, comp allocation, pre-sale settings, and discount codes scoped to that session.

Sales dates aren’t copied literally — they shift to keep the same lead time before the new session’s date, so an early-bird window that opened three weeks before the original opens three weeks before the new one. Bookings and comps that have already been issued are never copied.

You can only copy between sessions that sell tickets the same way; a Funny Little Shows session and an externally ticketed one have nothing to share.

Who can manage pricing templates

Access is controlled by permissions set per role under Administration → Roles:

Permission	Allows
Pricing Templates	Seeing the templates list and their contents
Creating new pricing templates	Adding templates, including Save Template from a session
Edit pricing templates	Renaming templates and changing their categories and questions
Delete pricing templates	Deleting templates

Applying a template to a session needs only the permission to see templates — anyone who can set up a session’s pricing can start it from one.