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