Setting Up and Editing Lock Types

Lock Types are used to identify different purposes for Locked Seats (also known as kills, set asides or holds). Examples of Lock Types include Access Seats, Restricted View, Agent holds, Press holds, Company Seats or House Seats.

In this article we'll guide you through setting up and editing Lock Types.

Before setting up Lock Types, make sure you’re familiar with:

• Introduction to Locks

Setting Up Lock Types

When setting up Lock Types, there are three sections to complete, with an optional fourth section:

1. Basic Details: Set details including Lock Type name, icon, web and agency availability
2. Limits: Set Locked Seat limits per transaction.
3. Customer Eligibility: Set which customers are eligible to purchase the Locked Seats.
4. Payment Eligibility (optional): Set which payment card types are eligible to purchase Locked Seats online. Accessing this option requires configuration in the Settings Interface.

Configuring Payment Eligibility

If you’d like to include a Payment Eligibility option, you must turn on this feature in the Settings Interface before setting up your Lock Type.

TIP: To access the Settings Interface, you’ll need the Settings Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.

1. Navigate to the Settings Interface > System Setup > Payment Eligibility

2. Turn on the switch for Enable Payment Eligibility for Lock Types:

   

Viewing Lock Types

Lock Types are set up in the Admin Interface > Seating > Lock Types.

TIP: To access the Admin Interface, you’ll need the General Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.

You’ll see a list of all active Lock Types, including the following information:

1. Name: The Name of the Lock Type and its symbol used in Seating Plans.
2. Description: An internal description.
3. Active: This box is checked if the Lock Type is active.
4. Password: This box is checked if a password has been set against the Lock Type.

5. Supervisor: This box is checked if the Lock Type can only be sold by a Sales Administrator. 

   TIP: This restriction can only be configured in the Settings Interface and not when setting up or editing a Lock Type. For more information, read Restricting Access to Administrator Roles.

6. Conditional Eligibility: This column will indicate if the Lock Type is available for website users or agents.

To view inactive Lock Types, check the View Inactive box in the top right corner.

Creating a new Lock Type

To create a new Lock Type, click + Add in the bottom right corner.

1. Basic Details

Add the Basic Details for the Lock Type:

1. Name (required): Enter a name for the Lock Type. The name will display in the Sales Interface and online when made available for website users.
2. Description: Enter an optional description for internal use.
3. Active: Check this box to make the Lock active and available to use in Lock Overlays.
4. Available for website users: Check this box to make the Lock available for online customers. The Locked Seats will be made visible and available to purchase for eligible customers.
   1. If this box is unchecked, the Locked Seat will appear greyed out online and will be made unavailable for purchase by any online customer.
5. Available for agents: Check this box to make the Lock available for Agents via the API. For more information, read Setting up Agency Locks.
6. Seating Plan icon (required): Select the icon to display on your Seating Plan. The icon will display in the Sales Interface. The icon will display online when the Lock Type is made available for website users, when the display icon option is checked and when a customer is eligible.
7. Display icon online if available for website users: Check this box if you want the icon to display online. This option can only be checked or unchecked when the Available for website users option is checked.
   1. If this box is unchecked but Available for website users is checked, the Locked Seat will display with a star for eligible online customers. 
   2. If an online customer is not eligible, the Locked Seat will appear greyed out.

8. Require a password? Check this box to require a password to sell or clear the Locked Seat in the Sales Interface. After checking the box, you are required to enter and confirm the password. 

   TIP: Any Sales User with the password can sell or clear the Lock Seat. If you’d like to restrict the Lock Type to only Sales Administrators, you can set up a restriction on the Lock Type in the Settings Interface.
   
   For more information, read Restricting Access to Administrator Roles. A Lock Type can have either or both a required password and Administrator restriction.

Once you’ve added the Basic Details, click Next to define Limits.

2. Limits

Apply a limit for the number of Tickets that can be purchased per transaction for this Lock Type:

Choose from the following options:

• Use default limit for Instance: Choosing this option will default to the Max Seats for online purchase limit set at Instance level. 
• Maximum seats per transaction: Choosing this option will let you input a limit that differs from the default online purchase limit.

WARNING: This is a per transaction limit. It’s possible for an online customer to place multiple Orders and purchase more Locked Seats beyond the limit.

Unreserved Seating Plans have the following option:

• In unreserved areas, sell eligible customers these seats before the general allocation: Check this box to set this behavior. If a customer is eligible to purchase Locked Seats from an Unreserved Seating Plan, those will be sold first. For example, if a wheelchair user is in the Basket/Cart, a wheelchair user Locked Seat will be automatically sold.

Once Limits have been set, click Next for Customer Eligibility.

3. Customer Eligibility

Set which customers are eligible for the Locked Seats. You can also leave Customer Eligibility empty.

For more detailed information on using the Customer Eligibility tool, read Customer Eligibility.

Once Customer Eligibility is set, click Save to save your new Lock Type. If Payment Eligibility is enabled, click Next.

4. Payment Eligibility

Select and check the box next to the available cards for Payment Eligibility:

TIP: If you’d like to include a payment card not listed, contact Support.

Editing an existing Lock Type

To edit an existing Lock Type:

1. Navigate to the list of Lock Types
2. Click on the pencil icon next to the Lock Type you’d like to edit
3. Update the Basic Details, Limits, Customer Eligibility and/or Payment Eligibility
4. Click Next until you reach the last screen
5. Click Save to update the Lock Type

What’s Next?

With Lock Types set up, you’ll now be able to set up a Lock Overlay for your Seating Plans. For more information, read How to Create and Edit a Lock Overlay.