By default, once you have selected your event for scanning, ALL tickets for that event will be accepted when presented or available for manual search. Adding Rules will allow you to streamline managing your entry points, by accepting Sessions, Sections or Ticket Types you've specified.
Volunteers, Producer Access nor Box Office User will not have permission to create, edit or delete rules. They will be able to select from rules that have been set up by users with permissions to access Settings.
This article covers:
- Locating Scanning Rules
- Current Day prebuilt rule
- Time-based rules
- Custom rules
- How to apply a rule to the device for scanning
- How to Edit or Delete a rule
Scanning Rules
To access and set up rules for scanning:
-
On the navigation menu bar, select Settings
-
In the Settings menu, select Scanning Rules
-
Here you will see what rules have been set up for the event/s selected and have the option to create, edit and delete rules
Enable the Current Day prebuilt rule
The Current Day rule is for events that have multiple Session Times, where there is only 1 Session Time set per day. It allows you to only accept tickets for Session Times that fall on the same day as the scanning, without the need to set up individual rules per day.
If you're event has more than 1 Session Time per day, please see: Create a Time-based Rule
To enable the Current Day prebuilt rule:
-
From the Scanning Rules screen, Select Current Day (prebuilt rule)
-
The rule will then be applied to your device, ready for scanning
Create a Time-Based Rule
Time-Based rules allow you to scan tickets for a set time before and after the Session Time Start Date and Time. This rule type is perfect for:
- Events that have more than 1 Session Times per day, and you want to accept tickets for the current session only.
- Should you want the Current Day (prebuilt rule), that also allows you to also select what Sections and/or Ticket Types are accepted.
To create a Time-Based rule:
-
From the Scanning Rules screen, tap Create a Rule
-
Select Time-based
-
Select either the Minutes, Hours or Days you would like Start and Stop scanning in relation to the event's Session Times. For your Stop scanning selection, consider late arrivals. Tap Next
-
Select the Events you wish this rule to apply to. By default, all events that you selected on log In will be selected. Tap Next
-
If you would like to specify what Session Times, Sections and/or Ticket Types this rule applies to, tap on the item to make the selection
- With your desired edits made, tap Create Rule
-
Give your rule a name and description(optional), tap Create
-
With your rule created, it will be listed and available for selection.
Select the rule to have it applied to your device for scanning
Create a Custom Rule
If you wish to restrict entry depending on the Session Time, Section, Door, and/or Ticket Type you will need to set up a Custom Rule.
You can set up multiple rules with different settings, allowing different scanners/devices to accept different rules applied.
To create a custom rule:
-
From the Scanning Rules screen, tap Create a Rule
-
Select Custom
-
Select the Events you wish this rule to apply to. By default, all events that you selected on log in will be selected. Tap Next
-
Tap on Sessions, Sections, Tickets and/or Doors* to edit what will be accepted under this rule
*Doors will only be available for events with a seating plan that has had doors allocated to specific seats in the seating plan -
With your required selection made, tap Create Rule
-
Give your rule a name and description(optional), tap Create
-
With your rule created, it will now be listed and available for selection. Repeat for any further rules you require
Apply Rules to Your Device for Scanning
You will be able to apply a rule you wish to use, or switch between rules, directly via Scanning Rules in the setting menu. You will also have the option to select and switch rules from the Scanning screen.
To select the rule, you wish to use via the Scanning screen:
-
On the navigation menu bar, select Scan
-
Click on the Rule tile, and this will open the list of rules available for selection. Select the rule you wish to use
-
You will be redirected back to the Scan screen with the selected rule applied, allowing you to commence scanning
Edit or Delete Rules set
Pre-built rules cannot be deleted or edited. Only new rules you create (either Time-Based or Custom rules) can be deleted or edited.
To delete or edit a rule:
-
On the navigation menu bar, select Settings
-
In the Settings menu, select Set scanning rules
-
Next to the Rule you wish to edit/delete, tap on the 3 dots action item to the right, and select either Edit or Delete
-
If you select Edit, you will be taken into the rule's settings, where you can tap into the Sessions, Sections, Tickets or Doors to edit what is selected.
If you want to edit the rule name or description, tap on the 3 dots in the top right and select Rename Rule