Theatre Manager Manual
Article Types
Explanation
How To
Reference
Tutorial
Clear Search
Diataxis Quick Reference
Explanation
Accounting
Community
Company Preferences
Coupons
Database Queries
Donations
Employee Management
Events
Facilities Management
Forms
Letters
Online Sales
Passes
Patron Management
Payment Management
Personnel Management
Sales Promotions
Sales Rules
System Settings
System Setup
Ticket Management
TM Scanner App
Venues
How To
Accounting
Exporting G/L Entries
Convert Ticket Revenue from Earned to Deferred
Create a Manual G/L Entry
End of Day (EOD)
Coupon Codes
Data Access
Database Queries
Basic Database Queries
Group Criteria
Use Having in Mail Lists
Use Saved Criteria
Data Imports & Exports
Data Exports
Data Imports
Mail Lists
Adding Patrons to Mail List
Removing Patrons from Mail List
Review Who's In a Mail List
Rebuild a Mail List
Create a Mail List
Delete a Mail List
Merge a Mail List
Find a Mail List
Use a Mail List Who's In Tab
Reports
Adjust Finished Report
Build Custom Reports
Create a Report Step by Step
Find a Report
Generate an Invoice
Print, Email & Queue a Report
Use Custom Report Categories
Use Invoice Comments
REST API and Reveal
REST API
Reveal
Donations
Donation Campaigns
Find a Campaign
Merge a Campaign
Add a Campaign
Remove a Campaign
Edit a Campaign
Donation Records
Recurring Donations
Process Special Donation Cases
Add a Donation
Edit a Donation
Remove a Donation
DonorSearch
Setup the DonorSearch API Key
Retrieve DonorSearch Analytic Results
Submit a DonorSearch Information Request
Giving Levels
Add a Giving Level
Remove a Giving Level
Edit a Giving Level
Tax Receipts, Pledge Schedules, and Letters
Add a Letter to a Donation or Receipt
Unprint Receipts
Print Receipts
Add a Pledge Reminder to a Donation
Email and Letters
Exporting Letters
Events
Add Events or Performances
Setup Special Event Types
Add an Event or Performance
Edit Events and Performances
Edit an Event
Edit a Performance
Delete an Event or Performance
Manage Attendance
Manage Report Cards
Find an Event
Manage Prices
Facilities Management
Calendars
Emails & Letters
Merchant Accounts
New Merchant Account
P400 Pin-Pad Setup
Orders
Adding a Fee to an Order
Adding a Ticket to an Order
Transferring an Order to Another Patron
Passes
Pass Setup
Add a Pass Setup (Type)
Edit a Pass Setup (Type)
Verify a Pass Setup (Type)
Find a Pass Setup (Type)
Delete a Pass Setup (Type)
Restrict a Pass Setup (Type) to Specific Seats
Passes
Access Cards
Redeem a Pass
Write-Off a Pass
Sell a Pass
Find a Pass
Renew a Pass
Edit a Pass
Delete a Pass
Print a Pass
Add a Letter to a Pass
Patrons & Employees
Employee Management
Reinstate a Locked-Out Employee
Add New Employee
Remove Employee Access
Patron Management
Find, Add, and Remove Patrons
Find and Merge Duplicate Patrons
Manage Patron Addresses and Contacts
Manage Patron Details and Activity
Payments
EFT Payments
Submit EFT File for Processing
Create EFT File for Submission
EFT Setup
Credit Cards
Pay Order Balance Online
Delete Payments
Reversing Payments
Create a Payment
Change Unauthorized or Post-Dated Credit Card
Add a Payment
Accept Multiple Payments
Create Offsetting Payments to Clear A/R Balance
One Payment for Multiple Orders
Voiding a Pass / GC Payment
Create Post Dated Payments
Payment Method Variations
Transferring Payments from One Order to Another
Personnel
Opening the Personnel Window
Delete Personnel Position
Edit Personnel Position
Add Personnel Position
Create Availability Times Using the Wizard
Edit Availability Times
View Performance Revenue Online
Adding New Personnel
System Installation & Setup
TM Web Services Installation
TM Installation
Postgres Installation
Ticketing Site
reCAPTCHA
Watch Virtual Content
Tickets
Sales Promotion Management
Edit a Sales Promotion
Delete a Sales Promotion
Add a Sales Promotion
Ticket Sales
Selling Multiple Events
Consignment Ticket Sales
Ticket Detail
Correcting Prices on Ticket Sales
Traveling Troupe Ticket Sales
Ticket Faces
Gifting Tickets
Releasing Reserved Tickets
Add a Student or Attendee Online as an Event Manager
Transferring Tickets
Quick Buy Ticket Sales
Inventory Ticket Sales
Selecting Performances
Searching for Performances (The Order Window)
Locating a patron's seat sold by another outlet
Pay What You Can Sales
Before Event Sales
Reserved Seating
General Admission (Festival Tickets)
Sell an Auction Item
Adding a Ticket to an Order
Best Available Seats
Manage Social Distance Tickets
Exchanges
Ticket Printing
Holding Seats
Refunds
Training & Getting Help
Venues
Pricing Maps
Adding Graphic Map
Adding Price Codes to a Pricing Map
Adding Tooltips to a Pricing Map
Adjusting/Fixing the map
Altering Existing Map Image
Changing Price Codes From the Map
Changing Seat Names
Create SVG map for Pricing Map
Creating the Logical Seat Order
Determining the Color of Sold Seats on a Map
Duplicating a Price Map
Editing Existing Maps
Exporting Maps
Exporting Seat Names
Fixing Social Distance Conflict
Importing Maps
Importing Seat Names
Manually Editing an SVG Map
Map Building
Merging Map with Pick-Your-Seats
Naming Seats for the Price Map
Place Seats SVG map Wizard
Placing Seats in Detail
Preparing a PPT Document
Reducing and Increasing the Number of Seats
Select your Own Seat Setup Steps
Transfer Pricing Map from one Venue to Another
Using Associated Seats For Social Distancing
Deleting a Venue
Duplicating a Venue
Merging Venue
Adding New Venue
Editing Venue
Finding a Venue
Workflow & Customization
System Customization
Tags
Workflow Notifications
Enable Guest Checkout
Editing Code Table Values
Customize Date & Time Preferences
Customize Field Names
Upgrade Theatre Manager License
Correct Bad Password Email Errors with Gmail SMTP Settings
Setup Custom Folders & Categories
Add a Language to Your Webstore
Change Default Auto-Capitalization Settings
User Customization
Customize and Manipulate List Views
Reset Window Settings
Override Auto Capitalization
Resize Images
Forms
Hardware
TM Scanner App
Reference
Data Access
Database Queries
Criteria Operators
Saved Criteria Window
Sample Mail List Queries
Criteria (Search) Window
Criteria Conditions
Criteria Add/Edit Parameter Window
Data Imports & Exports
Data Exports
Data Imports
Mail Lists
Mail List Search Window
Mail List Detail Window
Reports
Report Library
Report Build Options Tabs
Custom Report Categories
Custom Reports
Finished Report Window
Report Selection Window
Queued Reports
Invoice Build Options Tabs
Sample Reports
Invoice Comments
REST API and Reveal
REST API
Reveal
Emails & Letters
Letter Menu Options
Task Menu
View Menu
Formatting Menu
Letters Menu
Recent Letters Menu
Scale Menu
Insert Menu
Info Window
List Window
Editing Window
Letter/Email Detail Window
Facilities Management
Calendars
Payment Management
EFT Setup Window
Merchant Provider Setup
Order Detail Window >> Payment Screen
Payment Screen >> Prior Payments Tab
Payment Screen >> Order Payment Details Tab
Payment Screen >> Create Post Dated Tab
Payment Screen >> Contractual Notes Tab
EFT Payments
Post Dated Payment Report Criteria
Credit Cards
EFT File Format Examples
Order Detail Window >> Fee Screen
FAQ Questions for EFT
Ticket Sales, Exchanges & Refunds
Patron Activity Tabs: Ticket Detail Window
Searching for Performances ( The Order Window )
Factors that May Prevent Tickets from Emailing
Performance Selection in Detail
Seat Selection in Detail
Printed Ticket Count Reports
Ticket Faces
Sales Note
Ticket Review in Detail
Access Cards
Accounting
Cloud Hosting
Code Tables
Company (Outlet) Preferences
Coupon & Pre-Sale Codes
Donation Campaign
Donation Window
DonorSearch Analytics
Employee Access
Employee Settings
Events
Forms
Giving Levels
Glossary
Hardware Requirements
Login Window Options
Order Window
Pass Types
Passes
Patron Management
Performances
Personnel Management
Pricing Maps
Recurring Donations
Sales Promotion
Sales Rules
Spektrix Migration Reports
Spektrix Terminology
System Preferences
Tags
Tax Receipt Wizard
TM Scanner App
Venues
Workflow Notifications
Workspace
Tutorials
Accounting
Data Export
Donations
Mail Lists
Reports
Ticket Sales, Exchanges & Refunds
Websales
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Theatre Manager Manual
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Theatre Manager Manual
Assistance using Theatre Manager comes in many flavours.