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All CollectionsAllocating and Distributing Passes/Tickets
Allocating & Moving Passes - Manual Pass Allocation!
Allocating & Moving Passes - Manual Pass Allocation!
Jenny avatar
Written by Jenny
Updated over 2 years ago

Roll up your digital sleeves, we're getting some allocating DONE.

As we mentioned in the Allocation & Moving Passes - Pass Distribution Screen article, allocating passes to the appropriate sections and persons is a key part of eventree's functionality and so this process is the more focused, detailed version of getting passes where you want them to go. If you haven't already, read through the Passes Distribution Screen article to be sure you have a sense of how to move tickets on the 'broad stroke' level. If you just have a few tickets to shuffle around, however, read on!

Allocating to your first section

A fresh start, a clean canvas, no sections what-so-ever? Let's start by adding our first section, or 'area' and allocating the passes we want to go in there. After doing it once, you'll know how to do anywhere (because it's pretty much the same every time). Let's start here:

By selecting the '+Add area' button, we'll be presented with a pop up window that lets us put in the various important pieces of information that pertain to our new area and how many passes we should allocate there. It'll look just like this (please note, these are the default pass categories, so your first 'Add area' window will have some slightly different options.

Progress! Now you're able to happily add in the name you want for this area and input how many of each Pass type you want this area to have. Take note of the '100 available at event level' there on the right of each pass type. That lets you know how many passes you have available in either the event overall or the section you are in (if you're making a sub-area or group). If you need more passes, you'll either need to Add More Passes or re-allocate them from a different section. 

ProTip: as an Event Admin, you can use the drop down arrow to pull from the event level if you're allocating passes within a section.

Once you've decided on how many of each pass type to put into your new area, head to the bottom of the window and select 'Create'. Presto! You've made your first area AND allocated your first passes! Now is a good time to celebrate with perhaps a delicious bubbly water or ecstatic dance.

Need to 're-allocate' or move some passes? - edit sections to adjust the pass quantities

Sometimes you need to reclaim some passes and stick them somewhere else, especially if you're working with a budget. No problem! We'll just use the 'Edit' button beside your section (area, sub-area, group) to dig into the details and set things right. Start by selecting the 'Edit' button:

From there, you're going to get a screen that looks almost identical to the one used to create the area in the first place. Simply change the number of passes (down if you're removing some passes and up, so long as you have them available if you're adding) and then head to the bottom of the pop-up window to select 'Update' when you're happy with the numbers. That's it! You've now updated the number of passes for that section. Allocation success!

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