Here you’ll find fillable worksheets to help you plan your configurations. You’ll also find links to the step-by-step instructions in the product guides.
These worksheets were created as part of the on-demand training that you can find in the Learning Portal, but you can and should use them long after you’ve finished the training
We encourage you to use these resources digitally, however, if you prefer to print a copy you can do so by selecting Print Topic from the ‘More’ menu in the top-right corner.
•Limits & When to Use Them - Limits Worksheets
•Event Configuration - Venues Worksheet
•Product Configuration - Charges Worksheet
•Product Configuration - Miscellaneous Items Worksheet
•Product Configuration - Stored Value Items Worksheet
•Legends - Price Zones Worksheet
•Legends - Hold Types Worksheet
•Legends - Price Types Worksheet
•General Configuration - Payment Methods Worksheet
•General Configuration - Ticket Templates Worksheet
•General Configuration - Delivery Methods Worksheet
•Funds Management - Program Funds and Gifts Worksheet
•Funds Management - Gift/Donation Processing
•Funds Management - Opportunities Worksheet
•Application Security - Groups Worksheet
•Application Security - Roles Worksheet
There are other resources available that will not be returned in your searches (but have searches of their own):