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