Quick-start checklist

Summary: The end-to-end path from installing Live Events to selling and settling your first event.

Before you begin

• A Shopify store with the products you plan to sell at your events.
• Permission to install apps on the store. Store-level setup (account, billing, POS hardware, payments) is covered by Shopify Help.

Steps

Work through these in order. Each step links to the full article.

1. Install & connect Live Events — install the app and approve the permissions it requests. See Install & connect Live Events.
2. Set up your first venue — create the location where your event takes place. See Set up your first venue.
3. (Optional) Add an inventory location — add a stock location, such as a road trailer, to supply products to the event. See Add an inventory site.
4. (Optional) Create an Event Group — group related events into a tour or season. See Create an event group.
5. Create your first event — schedule the event, assign the venue and inventory, and set any card fees or venue splits. See Create your first event.
6. (Optional) Generate barcode labels — print or download barcode labels so products sell quickly at the door. See Generate a barcode label PDF.
7. Pair your POS hardware — set up your POS device, card reader, and receipt printer in Shopify POS. This is a standard Shopify setup; see Shopify Help.
8. Run the event on the POS — on event day, advance the event, transfer inventory, add comps, and sell products. See the On the POS device overview.
9. Settle the event — close out the event with a settlement that reconciles attendance, gross, fees, and payout. See Settle an event, then review it later under Settlements.
10. Review performance — check Analytics for trends across events, venues, and product categories. See the Analytics overview.