Theatre Manager Manual
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Theatre Manager Manual
How To
Accounting
End of Day (EOD)
Convert Ticket Revenue from Earned to Deferred
Exporting G/L Entries
Create a Manual G/L Entry
Coupon Codes
Data Access
Database Queries
Use Having in Mail Lists
Group Criteria
Use Saved Criteria
Basic Database Queries
Data Imports & Exports
Data Exports
Export Data by Source
Data Imports
Prepare a File for Import
Import Patron Data
Import to a Mail List
Mail Lists
Adding Patrons to Mail List
Add Patrons to a Mail List Via a Ticket Purchase
Add Patrons to a Mail List Via a Query
Randomize Patrons in a Mail List
Add Patrons to a Mail List Via the Patron Window
Add Patrons to a Mail List Via the Batch Function
Allow Patrons to (Un)Subscribe to a Mail List Online
Add Patrons to a Mail List Via Drag and Drop
Removing Patrons from Mail List
Remove Patrons from a Mail List Via a Query
Remove Patrons from a Mail List Via the Batch Function
Remove Patrons from a Mail List Via the Patron Window
Remove Patrons from a Mail List Via an Unsubscribe File
Use a Mail List Who's In Tab
Delete a Mail List
Find a Mail List
Merge a Mail List
Create a Mail List
Review Who's In 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
Login to the API
Build an API Query
Reveal
Login to Reveal
Setup Initial TM Server Port Forwarding
Donations
Donation Campaigns
Merge a Campaign
Edit a Campaign
Find a Campaign
Add a Campaign
Remove a Campaign
Donation Records
Recurring Donations
Add a Recurring Donation
Manually Create Schedule Gifts from Recurring Templates
Remove a Recurring Donation
Edit a Recurring Donation
Process Special Donation Cases
Add a Soft Credit
Add a Prospect Gift
Add a Matching Gift
Pledged Donation
Add an Anonymous Gift
Add a Gift from an Agency on Behalf of Individuals
Add a Gift in Kind
Donate Value from a Ticket Refund
Add a Donation
Remove a Donation
Edit a Donation
DonorSearch
Retrieve DonorSearch Analytic Results
Setup the DonorSearch API Key
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
Print Receipts
Add a Letter to a Donation or Receipt
Add a Pledge Reminder to a Donation
Unprint Receipts
Email and Letters
Exporting Letters
Events
Add Events or Performances
Setup Special Event Types
Add an Event or Performance
Edit Events and Performances
Edit a Performance
Edit an Event
Find an Event
Manage Prices
Delete an Event or Performance
Manage Attendance
Manage Report Cards
Facilities Management
Calendars
Emails & Letters
Merchant Accounts
New Merchant Account
P400 Pin-Pad Setup
Orders
Adding a Ticket to an Order
Transferring an Order to Another Patron
Adding a Fee to an Order
Passes
Pass Setup
Find a Pass Setup (Type)
Verify a Pass Setup (Type)
Delete a Pass Setup (Type)
Restrict a Pass Setup (Type) to Specific Seats
Add a Pass Setup (Type)
Edit a Pass Setup (Type)
Passes
Access Cards
Add an Access Card
Edit an Access Card
Delete an Access Card
Redeem a Pass
Delete a Pass
Print a Pass
Find a Pass
Add a Letter to a Pass
Edit a Pass
Sell a Pass
Renew a Pass
Write-Off a Pass
Patrons & Employees
Employee Management
Add New Employee
Reinstate a Locked-Out Employee
Remove Employee Access
Patron Management
Find, Add, and Remove Patrons
Edit Patron
Find Patron
Remove Patron
Add Patron
Find and Merge Duplicate Patrons
Find Duplicate Patrons
Merge Duplicate Patrons
Resolve Duplicate Emails
Manage Patron Addresses and Contacts
Manage Scheduled Changes
Use Patron Addresses
Add or Remove Patron Address
Add or Remove Patron Phone/Email Contact
Manage Patron Details and Activity
Manage Credit Cards
Manage Donor Details
Manage Patron Relationships
Restrict (or Open) Access to Donor Information
Attach a Document to a Patron Record
Flag VIP Accounts
Send Ticketing Site Password Reset
Payments
EFT Payments
EFT Setup
Create EFT File for Submission
Submit EFT File for Processing
Create Post Dated Payments
Reversing Payments
Pay Order Balance Online
Change Unauthorized or Post-Dated Credit Card
Credit Cards
Voiding a Pass / GC Payment
Payment Method Variations
Create a Payment
Accept Multiple Payments
Transferring Payments from One Order to Another
Add a Payment
Create Offsetting Payments to Clear A/R Balance
Delete Payments
One Payment for Multiple Orders
Personnel
Edit Availability Times
View Performance Revenue Online
Delete Personnel Position
Create Availability Times Using the Wizard
Edit Personnel Position
Add Personnel Position
Opening the Personnel Window
Adding New Personnel
System Installation & Setup
TM Installation
TM Web Services Installation
Postgres Installation
Ticketing Site
Watch Virtual Content
reCAPTCHA
Tickets
Sales Promotion Management
Delete a Sales Promotion
Add a Sales Promotion
Edit a Sales Promotion
Ticket Sales
Selecting Performances
Add a Student or Attendee Online as an Event Manager
Inventory Ticket Sales
Quick Buy Ticket Sales
Sell an Auction Item
Before Event Sales
Consignment Ticket Sales
Transferring Tickets
Ticket Detail
General Admission (Festival Tickets)
Gifting Tickets
Ticket Faces
Releasing Reserved Tickets
Traveling Troupe Ticket Sales
Pay What You Can Sales
Best Available Seats
Locating a patron's seat sold by another outlet
Selling Multiple Events
Reserved Seating
Searching for Performances (The Order Window)
Adding a Ticket to an Order
Correcting Prices on Ticket Sales
Holding Seats
Exchanges
Ticket Printing
Refunds
Manage Social Distance Tickets
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
Merge Tags
Edit a Tag
Remove a Tag
Create a Tag
Workflow Notifications
Add a Workflow Notification
Delete a Workflow Notification
Edit a Workflow Notification
Correct Bad Password Email Errors with Gmail SMTP Settings
Customize Field Names
Enable Guest Checkout
Setup Custom Folders & Categories
Editing Code Table Values
Upgrade Theatre Manager License
Add a Language to Your Webstore
Change Default Auto-Capitalization Settings
Customize Date & Time Preferences
User Customization
Reset Window Settings
Customize and Manipulate List Views
Override Auto Capitalization
Resize Images
Forms
Hardware
TM Scanner App
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Theatre Manager Manual
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