Theatre Manager Manual
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How To
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
Add Scheduled Changes
Apply Scheduled Changes Now
Edit or Remove Scheduled Changes
View or Export Scheduled Changes
Use Patron Addresses
Geocode Address
Show Weather at Patron Address
Show Map at Patron Address
Copy Name & Address
Add or Remove Patron Address
Add or Remove Patron Phone/Email Contact
Manage Patron Details and Activity
Manage Credit Cards
Add Credit Card to a Patron Record
Remove a Credit Card from a Patron Record
Edit a Credit Card on a Patron Record
Manage Donor Details
Add Giving Level Data to Giving Tab
Set a Patron's Campaign Solicitor
Manage Patron Relationships
Edit a Patron Relationship
Add a Patron Relationship
Remove a Patron Relationship
Restrict (or Open) Access to Donor Information
Attach a Document to a Patron Record
Flag VIP Accounts
Send Ticketing Site Password Reset
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Patrons & Employees
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Patrons & Employees
Welcome to the
how-to guides
for patron and employee management.