The Seat Yourself Dashboard
The Seat Yourself® Dashboard is the landing page account managers get to after logging in. It has links to everything that can be done in the system. This note describes the organization of the dashboard and how to navigate between it and all the other manager pages.
1. Dashboard Organization
The dashboard has three parts:
- a top navigation bar, which eventually will appear on all manager pages,
- three panels of links to other pages, and
- two sections of information about events, both upcoming and past.
2. The Top Navigation Bar
Although the dashboard brings together links to all the things that managers can do, it is usually not necessary to return to the dashboard to move from one task to a different one. One of the tools that allows this convenience is the top navigation bar. This bar is common to all new manager pages. It has a pair of dropdowns containing all the links in two of the three dashboard panels, a link to the help system, and a help system search field. For situations in which it is desirable to get back to the dashboard, there is a dashboard link as well.
3. The Three Dashboard Panels
Almost everything you can do or see in Seat Yourself is available via a link on one of these three panels. For most accounts, however, most of the content of the dashboard is contained in the lists of upcoming and past events below the panels. For convenience when perusing those lists, the panels can be hidden (and re-displayed) via the Hide/Show panels button immediately above them.
The Administration Panel
- Gate user password
- Shopper access
- Admin email
- Receipt copy email(s)
- Ticket printing policy
The Management Panel
- View webstore as regular shopper
- Webstore Settings
- Per-Show Settings
- Ticket Prices
- Manage Seats
- Fees and Password
The Reports Panel
Click on the button to see a popover with information about how to choose an appropriate report. Or click here for a longer guide.
- Calendar of events
- Search for orders
- Charge failures
- +rsvns Reservation summaries by event
- +sales Sales summaries by event
- +seats Venues and seating charts
- +chron Orders by purchase date
- +name Orders by purchaser name
- +credit Orders by credited name
- scans Scanned tickets for current event
4. Upcoming and Past Events
The bottom two sections of the dashboard are the Upcoming events and Past events lists. Upcoming events are sorted from soonest to latest; past events are sorted from most recent to least recent. This convention puts the closest event to the present at the top of each list. Each list can be closed and opened independently via the +/- toggle widget to the left of the header. As noted above, the three panels can also be hidden to allow more room for the event lists.
The lists of events on the dashboard have five columns, as detailed below.
The Event time column displays the date and start time of the event. Clicking on the rsvns button takes you to the Reservations report. This is the report to use at the door.
The Event Name column displays the name of the event's production. Clicking on the sales button takes you to the Sales report. This is the report to use when you are asking us to cancel a reservation, or to see financial details for the event.
The Venue column displays the venue address. For general admission events, clicking on the seats button takes you to the details of seat counts by section. For reserved seating events, clicking on the button takes you to a display of the seat chart, which includes color coding for seat dispositions. This seating display is an improvement over the legacy Manage Seats page in that it displays section boundaries, individual seat numbers and patron initials, and offers links to orders. However, it is not yet possible to use the seats display to allocate, sell, or edit seats.
The Emails column is used when you need to contact all the patrons for an event. Clicking on the emails button opens a new browser tab containing a comma-separated list of emails you can copy and paste into a document or address list.
The Sales close column lets you see when sales will close for the event, or if they are already closed. Hover the mouse over the text to see a tooltip with more information. Click on the text to be taken to the settings tab that will let you make a change.
The Pricing column lets you see details and warnings about pricing. Hover the mouse over the text box to see a tooltip the prices, along with an annotation letting you know if the event is using production-level pricing, or has its own separate prices. Click on that text to get to the Ticket prices tab to manage the prices.