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
End of Day (EOD)
Exporting G/L Entries
Create a Manual G/L Entry
Convert Ticket Revenue from Earned to Deferred
Coupon Codes
Data Access
Database Queries
Use Having in Mail Lists
Group Criteria
Basic Database Queries
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
Use a Mail List Who's In Tab
Merge a Mail List
Create a Mail List
Delete a Mail List
Find a Mail List
Rebuild a Mail List
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
Merge a Campaign
Edit a Campaign
Remove a Campaign
Find a Campaign
Add a Campaign
Donation Records
Recurring Donations
Process Special Donation Cases
Edit a Donation
Remove a Donation
Add a Donation
DonorSearch
Retrieve DonorSearch Analytic Results
Setup the DonorSearch API Key
Submit a DonorSearch Information Request
Giving Levels
Edit a Giving Level
Add a Giving Level
Remove a Giving Level
Tax Receipts, Pledge Schedules, and Letters
Add a Letter to a Donation or Receipt
Add a Pledge Reminder to a Donation
Unprint Receipts
Print Receipts
Email and Letters
Exporting Letters
Events
Add Events or Performances
Add an Event or Performance
Setup Special Event Types
Edit Events and Performances
Edit an Event
Edit a Performance
Manage Attendance
Find an Event
Manage Prices
Delete an Event or Performance
Manage Report Cards
Facilities Management
Calendars
Emails & Letters
Merchant Accounts
New Merchant Account
P400 Pin-Pad Setup
Orders
Adding a Fee to an Order
Transferring an Order to Another Patron
Adding a Ticket to an Order
Passes
Pass Setup
Delete a Pass Setup (Type)
Edit a Pass Setup (Type)
Restrict a Pass Setup (Type) to Specific Seats
Add a Pass Setup (Type)
Find a Pass Setup (Type)
Verify a Pass Setup (Type)
Passes
Access Cards
Delete a Pass
Renew a Pass
Print a Pass
Add a Letter to a Pass
Redeem a Pass
Edit a Pass
Sell a Pass
Write-Off a Pass
Find a Pass
Patrons & Employees
Employee Management
Reinstate a Locked-Out Employee
Remove Employee Access
Add New Employee
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
Create EFT File for Submission
Submit EFT File for Processing
EFT Setup
Credit Cards
Payment Method Variations
Change Unauthorized or Post-Dated Credit Card
One Payment for Multiple Orders
Pay Order Balance Online
Voiding a Pass / GC Payment
Transferring Payments from One Order to Another
Delete Payments
Add a Payment
Reversing Payments
Create a Payment
Create Offsetting Payments to Clear A/R Balance
Accept Multiple Payments
Create Post Dated Payments
Personnel
Adding New Personnel
Delete Personnel Position
Add Personnel Position
Edit Availability Times
Opening the Personnel Window
View Performance Revenue Online
Edit Personnel Position
Create Availability Times Using the Wizard
System Installation & Setup
TM Web Services Installation
Postgres Installation
TM Installation
Ticketing Site
reCAPTCHA
Watch Virtual Content
Tickets
Sales Promotion Management
Add a Sales Promotion
Delete a Sales Promotion
Edit a Sales Promotion
Ticket Sales
Selecting Performances
Adding a Ticket to an Order
Before Event Sales
Gifting Tickets
Quick Buy Ticket Sales
Add a Student or Attendee Online as an Event Manager
Pay What You Can Sales
Sell an Auction Item
Best Available Seats
Releasing Reserved Tickets
Transferring Tickets
Selling Multiple Events
Consignment Ticket Sales
Inventory Ticket Sales
General Admission (Festival Tickets)
Ticket Detail
Traveling Troupe Ticket Sales
Correcting Prices on Ticket Sales
Searching for Performances (The Order Window)
Locating a patron's seat sold by another outlet
Ticket Faces
Reserved Seating
Refunds
Ticket Printing
Manage Social Distance Tickets
Holding Seats
Exchanges
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
Customize Date & Time Preferences
Change Default Auto-Capitalization Settings
Customize Field Names
Enable Guest Checkout
Upgrade Theatre Manager License
Correct Bad Password Email Errors with Gmail SMTP Settings
Setup Custom Folders & Categories
Editing Code Table Values
Add a Language to Your Webstore
User Customization
Customize and Manipulate List Views
Override Auto Capitalization
Reset Window Settings
Resize Images
Forms
Hardware
TM Scanner App
Reference
Data Access
Database Queries
Criteria Conditions
Criteria Add/Edit Parameter Window
Sample Mail List Queries
Criteria (Search) Window
Criteria Operators
Saved Criteria Window
Data Imports & Exports
Data Exports
Data Imports
Mail Lists
Mail List Detail Window
Mail List Search Window
Reports
Report Library
Invoice Comments
Custom Report Categories
Queued Reports
Report Build Options Tabs
Finished Report Window
Custom Reports
Invoice Build Options Tabs
Sample Reports
Report Selection Window
REST API and Reveal
REST API
Reveal
Emails & Letters
Letter Menu Options
Formatting Menu
Insert Menu
Task Menu
Scale Menu
Letters Menu
View Menu
Recent Letters Menu
Editing Window
List Window
Info Window
Letter/Email Detail Window
Facilities Management
Calendars
Payment Management
EFT Setup Window
Merchant Provider Setup
Order Detail Window >> Payment Screen
Payment Screen >> Create Post Dated Tab
Payment Screen >> Order Payment Details Tab
Payment Screen >> Prior Payments Tab
Payment Screen >> Contractual Notes Tab
Order Detail Window >> Fee Screen
FAQ Questions for EFT
EFT File Format Examples
Credit Cards
Post Dated Payment Report Criteria
EFT Payments
Ticket Sales, Exchanges & Refunds
Ticket Faces
Patron Activity Tabs: Ticket Detail Window
Seat Selection in Detail
Sales Note
Printed Ticket Count Reports
Factors that May Prevent Tickets from Emailing
Searching for Performances ( The Order Window )
Ticket Review in Detail
Performance Selection 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.