Insights Site

Access is granted to the email addresses you provided on your Onboarding Form — those are the ones we registered on our system. Use those exact emails to log in.

Using a phone number to log in won't work unless you previously submitted your phone number and it was registered on our backend. When in doubt, use the email you put on the Onboarding Form.

To grant access to a teammate, reply to your Main Thread with their email address and your PS rep will set them up.

Dashboard & Partner Summary

• Ticket value sold, page views, and tickets sold at a glance

Experiences

Select an experience to view: 

• Summary: tickets sold, total orders, guest count, page views, upcoming events, past events

• Events: detailed overview of each scheduled event, with the ability to select all and generate guest lists (CSV or PDF) or download ticket codes

• Reports Tab

• Orders by event date, ticket type, and customer details (CSV exports)

• Ticket sale statistics per event

• Referral links: track traffic and sales by source

• Finance Tab

  • Custom date selection for financial metrics

  • Net sales overview: ticket sales, payouts, and outstanding liabilities

  • Payout management: scheduled dates, amounts, and reminders for time-sensitive items

  • Marketplace transactions: all orders, refunds, and revenue adjustments

  • Account adjustments: disputes and changes to your financial standing

  • Contract details: revenue share, escrow, and sales tax agreements

  • Banking info: filled out via JustWorks email

The most common reason is entering an email or phone number that doesn't have access. Use the exact email address you provided on your Onboarding Form — that's the one we registered. Phone number login only works if your phone number was previously submitted and registered on our backend. If you need to add a teammate, reply to your Main Thread and your PS rep will set them up.

Check your date filters first. Insights only shows data within the selected date range — if your filter doesn't include your event dates, nothing will appear. Adjust the From/To range to cover your event dates and hit the magnifying glass icon. Always double-check your filters when something looks off.

If your experience has already happened, it won't show in the default view. Click "all experiences," then check the "show past experiences" checkbox at the top. Your past events will then appear.

Bank account and payout processing are handled in JustWorks, not in Insights. Insights is your reporting and data tool only. For payout questions, reply to your Main Thread and your BD and PS reps will loop in Finance.

Go to the Events tab inside your experience. Make sure your date filters include your event dates, select the checkboxes for the events you want, then click "generate guest list(s)" and choose the CSV option. You can also pull guest data from the Reports tab. Important: if your guest list includes customer emails and phone numbers, that data should only be used for attendance-critical matters (parking, cancellations, updates) — not for marketing, unless we've specifically set up the Marketing Consent report for your experience.

Access is given per entity (LLC), not per individual experience — so if several experiences fall under the same LLC, access applies to all of them together. 

There are only two access levels: Check-in App only, or Insights and Check-in App together. If you have Insights access, you'll also get Check-in App access automatically. That's not a security issue: Insights is the one that shows financial data, and it already has its own separate access level. The Check-in App itself is just for scanning tickets — no financial information shows up there.

1-Log in to Insights with the email address submitted on your Onboarding Form.

2-Click your name in the upper right corner and select My Profile.

3-Enter a 4-digit PIN, confirm it, and click Save. Avoid repeating or sequential numbers (e.g., 1111, 1234).

4-Open the Check-In App, enter the email address, tap Use Your Pin Code, and enter the PIN.

You can change the PIN anytime from your Insights Profile. Anyone with the PIN can access the app under your account, so share it only with your event staff.