Theatre Manager's pledge schedule feature allows you to assign payment reminders to a donor on a specific schedule (e.g. weekly, monthly, quarterly, etc.) when their payments are due. To set up a pledge schedule, perform the following steps:
Open the Donation Pledge Schedule/Contacts Tab
- On the patron record, open the correct donation on the Patron Donation Tab and go to the Donation Pledge Schedule/Contacts Tab
![Donation Pledge Schedule/Contacts Tab](https://manual.theatremanager.com/processed_images/c1e3e5c0226bb65b00.png)
Donation Pledge Schedule/Contacts Tab
![alt="Donation](https://manual.theatremanager.com/processed_images/c1e3e5c0226bb65b00.png)
Start a new pledge schedule setup process
- Click the Add Pledge button on the button left of the window
Enter the schedule details on the Pledge Setup Window
- Enter the correct information as per your payment schedule agreement with the patron:
- Send Reminder As
- Pick between letter or email
- Date First Pledge Due
- Defaults to the current date
- Should be set to the date that the first payment reminder is sent
- Total To Schedule
- Defaults to the total donation amount
- # of New Reminder
- Enter total number of payment reminders to schedule
- Send Reminder
- Set how many days in advance of the due date that each reminder should be scheduled
- Pledge Frequency
- Send Reminder As
![Pledge Setup Window](https://manual.theatremanager.com/processed_images/82164cc03f9268ad00.png)
Pledge Setup Window
![alt="Pledge](https://manual.theatremanager.com/processed_images/82164cc03f9268ad00.png)
Add a letter to use as the payment reminder
- Click the Search icon to search for the right letter
![Letter Search Icon](https://manual.theatremanager.com/processed_images/86402e05eddefbd300.png)
Letter Search Icon
![alt="Letter](https://manual.theatremanager.com/processed_images/86402e05eddefbd300.png)
On the Letter Lookup Window, search for the letter you want to use
- Select a search field from the dropdown, enter appropriate search parameters, and click the magnifying glass icon to instigate the search
![Letter Lookup Window](https://manual.theatremanager.com/processed_images/a06af77b3fd687e500.png)
Letter Lookup Window
![alt="Letter](https://manual.theatremanager.com/processed_images/a06af77b3fd687e500.png)
Choose a letter
- Single-click to select the right letter and click the Select button
![Select Button](https://manual.theatremanager.com/processed_images/4e19885c4dd995bf00.png)
Select Button
![alt="Select](https://manual.theatremanager.com/processed_images/4e19885c4dd995bf00.png)
Review the details on the Pledge Setup Window
- Make any adjustments to your prior selections as necessary
![Pledge Detail Window](https://manual.theatremanager.com/processed_images/c0c0e71468ad6adf00.png)
Pledge Detail Window
![alt="Pledge](https://manual.theatremanager.com/processed_images/c0c0e71468ad6adf00.png)
Save the pledge schedule
- Click the Add button
![Add Button](https://manual.theatremanager.com/processed_images/7c1ee5f6b918f95600.png)
Add Button
![alt="Add](https://manual.theatremanager.com/processed_images/7c1ee5f6b918f95600.png)
Review the pledge reminders that have been added to the Pledge Schedule/Contacts Tab
- Make any necessary adjustments to the created reminders and close the window when all set
![Donation Pledge Schedule/Contacts Tab](https://manual.theatremanager.com/processed_images/b588607785a87f2800.png)
Donation Pledge Schedule/Contacts Tab
![alt="Donation](https://manual.theatremanager.com/processed_images/b588607785a87f2800.png)