Opens a blank Performance Detail Window to add a new performance

Saves any changes to the currently open performance

Creates a duplicate of the currently open performance

Can be clicked while editing to reverts settings back to whatever they were the last time the selected performance was saved

• Deletes the currently open performance
• Only performances without any financial transactions can be deleted

Checks the spelling in the appropriate fields

• When settings eligible, prompts user to select a different pricing map for the performance

• Creates and opens the online store in the user's default browser application
• There is a submenu with available direct link options:
  • All performances of the event
  • Show only performance
  • Buy to performance
  • Show generic sample event reminder (only available when performance in the future)

Identifying sequence numeber generated by Theatre Manager

Date of the performance

Start time of the performance

Performance series code identifying the specific performance within the event

• Method of selling seats to the performance (e.g. reserved seating, general admission, etc)
• Typically the same across an entire performance, but can be set differently for some performances.
• The sales method choice can be changed so long as no tickets have been sold for the performance.
  • If there are tickets sold to a reserved seating event and you change the sales method to general admission, any seat locations associated with sold tickets will be deleted.

Price code that is most common should be set as default to save time at selling time

Pricing map of the performance

Used if after the first run of the play you need to switch to a new venue after sales have begin. This may occur if you require an extra venue to run the event or if you switch the venue to a smaller establishment to better use your seats. Not valid for Reserved Seating.

Indicates if the performance is to be considered a template. If it is a template, you can use this performance:

• To create others on the Sales Window (used most often when creating additional local touring performances)
• To create additional courses/classes online in the case of managed performances

Template performances cannot have any tickets sold to them and will not appear in any event lists at the box office or online.

Identifying description what you are attempting to duplicate

Performance type dropdown from Code Tables flagging the performance for internal reporting and searching

Workflow notification to be sent when a sale occurs for this performance (untypical, but may be useful for a special event or course)

Tax code to be applied to this performance only

• Static budgeted amount this performance is planned to bring in
• Not used in reporting
• Useful for quickly tracking sales against a target

• When enabled, performance sales will be included in the summary in the Patron Window >> Statistics Tab
• If you change this setting and
  • Set it
    • Theatre Manager will take all prior sales to this event and add it to the patron statistics
    • From that point on, each sale will cause the patron statistics to be incremented
  • Clear it
    • Theatre Manager will remove this event from all patron totals

• Posting account for the ticket sales:
  • Blank means the performance is in the future and has not yet had the deferred revenue posted
  • SP-0000000 means that the performance never used deferred revenue accounting
  • SP-XXXXXXX means the sales posting XXXXXXX contains the revenue transferred from deferred to earned

• Converts any event related revenue in an earned account back to the deferred account specified in the event settings (only to be done with great caution)
• Only available if all conditions below are met:
  • User is logged in as Master User or Outlet Administrator
  • Event has already rolled over from deferred to earned
  • Event date is in the future
• Altering account setup before clicking has tremendous implications and you may still need to make a manual G/L entry to address any incorrect entries

Number of tickets available for sale (typically the full number of seats from the pricing map)

• Number of seats to be used when the venue is considered 100% sold out
• Typically the same as Quantity to Sell but there are specific situations when you may want to customize this

Indicates how the social distance holds are to be included in the Quantity to Report. You can:

• Use the default quantity to report setting from the pricing map to include or exclude the holds
• Specifically set this performance to include the social distance holds in determining when you are 100% sold out online
• Exclude the social distance holds from the calculation if you are trying to achieve sold out at a maximum number of actual ticket sales

Running count of the total sales for the performance

• Number of seats currently being held
  • For festival seating, you can input a new number to raise or lower the number of holds.
  • For reserved seating, you will need to change the actual holds on the map to adjust this number.

Additional seats that are being withheld from sale on the internet

Current count of the seats held with the social distance hold letter

• Date field sets the date and time the performance first becomes available for sale at the box office
• To purchase, the checkbox must be selected AND the date and time must be in the past

• Date field sets the date and time the performance first becomes available for sale in the online store
• To purchase, the checkbox must be selected AND the date and time must be in the past

• When checked, the performance date appears online even if tickets aren't available yet (e.g. for a public announcement)
  • Instead of a Buy button, patrons will be directed to contact the box office

When checked, allows tickets to be sold as Pay-What-You-Can (when sold via the Before-Event-Sales feature)

• There are three options
  • On Schedule
    • Default and most common option
  • Postponed
    • Revenue will NOT rollover to earned accounts, even if the listed performance date passes
    • When you reschedule or choose to change this status, all revenue deferral settings resume as before
    • If Patron can View Performance on Internet is checked, the online store event list will display a postponement message for this performance
    • If Patron Can View Performance on Internet is not checked, Theatre Manager will adjust the online store display for the event run to reflect only the performances marked On Schedule or Can Be Viewed Online
    • While enabled, clears the reminder email settings so no emails are sent
  • Cancelled
    • Revenue will NOT rollover to earned accounts, even if the listed performance date passes
    • When you reschedule or choose to change this status, all revenue deferral settings resume as before
    • Adjusts the first and last performance date accordingly as listed in the Event List Window
    • If Patron can View Performance on Internet is checked, the online store event list will display a postponement message for this performance
    • If Patron Can View Performance on Internet is not checked, Theatre Manager will adjust the online store display for the event run to reflect only the performances marked On Schedule or Can Be Viewed Online
    • While enabled, clears the reminder email settings so no emails are sent
    • If all performances are cancelled, no last or first performance date will appear online

• Special flag used to denote specific performances
• Typically only used for a custom plugin

• Number of tickets the online sale will suggest as a purchase quantity (patron can choose another number if they wish)
• For in-person events, this is often 2
• For virtual streamed events, this is often 1

• Number of tickets that a patron can buy online for the performance
• Applied across all carts (i.e. the patron cannot buy more than X tickets to this performance, period, whether in one cart or many carts)
• If empty, will default to the event's maximum or the system maximum, whichever is provided
• Regardless of settings on event or performance, at no time can there be more tickets in a cart than the maximum value in System Preferences >> Web and Reports Tab

• Number of minutes before/after the performance start time in which to remove the performance from the online store
• If empty, uses the event's stop time or the system's stop time, whichever is provided
• Also affects emailing of PDF tickets as you cannot email tickets from the box office if the performance is no longer on-sale online

• Indicates whether the stop time above is:
  • Before the Performance Time
    • Default
    • Most common
  • After the Performance Time
    • All Day Events
      • Online sales are available after the gates open
    • Courses
      • Late registration allowed up through the second class
    • On-Demand Streaming
      • Video can be purchased after original start date/time

• Default time, in minutes, after the start of a performance in which a live streaming video will be available for existing ticket holders to view
• If empty, uses the event's live availability or the system's list availability, whichever is provided

• Date the performance starts
• Always determined by the performance date and time
• Cannot be changed.
• Reference for what is displayed in the online store's event list

• Date the performance ends
• Defaults as follows:
  • For a reserved or general admission event
    • Performance date and time plus the duration of the event as set in the Event Detail Window >> Marketing Tab
    • Rarely changed manually
  • For a course of many classes
    • End date of the last class in the course plus the event's duration
    • To manually override, click the manual button and extend/shorten
  • For a class within a course
    • Start date and time of the class for the duration of the particular class
    • Normally all classes run the same length, so rarely need to change manually (by editing the Classes Tab

• When checked, allows user to manually enter a run time end date and time
• Manually override date must be after the start of the performance
• If you change the start time of the performance to be ahead of this date, the Run Through date will automatically change, regardless if it is flagged as overriden

• Additional performance notes to be placed in the online store next to the performance in the event listing
• Accepts html (like most notes field in Theatre Manager) for links and formatting

• Allow Best Seat Search
  • Lets patrons online select a section or area of the venue to select available seats from
• Allow Price Code Search
  • Lets patrons online select a price code in the venue to select available seats from
  • When checked, use can choose to show or hide the base price in this online selection (generally displayed as starting at $x.xx next to the price code description)
    • Note that the base price excludes any calculation of price with taxes, discounts, effect of plugin, etc

• When Enable Pick-Your-Own Seats enabled (and the reserved seating pricing map is setup to allow pick-your-own), patron can pick specific seats in the online sales process
  • Single Seats Not Allowed
    • A patron selecting tickets online will not be able to make a seat selection anywhere in the map that would leave a single ticket
    • Maximizes revenue
    • Recommended and default option
  • Single Seat Checking Disabled/Relaxed
    • A patron can pick any seat they want and leave single seats on the map (e.g. pick the middle seat out of three, or pick a single from a spot where there are only two seats left)
      • Patrons cannot, however, leave a single ticket between two others (e.g. they can't pick every other seat)
    • Maximizes patron choice
• Typically set at the event level to be the same across all performances

• If entered, represents the date after which all credit cards will be accepted for this performance
  • Before this date, only the credit card types in the Accepted Credit Card List will be shown on the online payment window (if the cart contains tickets for the specific performance)
• If blank, all card types will be accepted at all times

• Limits the credit card payment types available online to a patron with this performance in the cart
• Only available if Final Date is completed
  • After the Final Date, all credit card types will be accepted
• If the patron has multiple performances in the cart, each with their own designated credit cards, then online sales will restrict the visible card types to only those that are available for all performances in the cart (i.e. it takes the most restrictive list)

• When checked, patrons online can choose to pay for this performance using post-dated payments

• If post-dated payments are accepted online, indicates the date by which all payments must be made
• Theatre Manager will generate an option online of equal monthly payments (based on the purchase date and this final date)

• If a ticket is refunded, any seat with a default hold will return to hold status
• All other seats remain available for purchase

• Specify your own custom return-to-hold map to be used when the ticket is refunded (e.g. if you want different holds on an opening night performance than other performances)

• Uses the default holds on the pricing map when the ticket is refunded
• If you change the pricing map's default return to hold settings, it only affects tickets being returned from that point on

The available options are:

• Print ticket face and any on sales promotion
  • Default selection
  • Prints both the standard ticket and any additional ticket face as set on the selected sales promotion
• Mark tickets as printed (but don't print)
• Print only the sale promotion ticket face
  • Only prints a ticket as per the promotion selection
  • Ignores ticket without an additional promotion ticket face
• Print ticket face only
  • Only prints a ticket as per the event settings
  • Ignores any additional promotion tickets
• Use the same as the event setting, what ever that is currently set at

The available options are:

• Tickets cannot be printed at home (patron must select mail or will-call)
• Tickets must be printed at home (patron has no option)
• Tickets can be printed at home (unless patron selects mail or will-call)

Opens a blank Class Detail Window to add a class to the course

Opens the Class Detail Window for the selected class date

Removes the selected class date (only available if the course does not have any financial transactions associated)

Opens a popup to manually adjust the start time of the selected class date

• Opens the Pricing Map Lookup List to search and select a map different than the one on the primary performance and/or event (e.g. if a couple of classes are in the rehearsal hall, while others are in the black box theatre, or even offsite at a school)
• If attendees or instructors have synced their purchase calendar to their devices, they will see these alternate locations
• Unlike the alternative venue option in the Performance Setup Tab, a class date alternate venue will not affect the quantity of seats available for sale, just your calendar and where you tell participants to meet for that particular class

When checked, class is active and available for attendance records, report card assignment, etc

• Start date and time of the class
• Manually editable on this window
• If you change dates after sales have occurred, it will simply move the class time (e.g. for a snow day, public holiday, or any rescheduling need)

• Lookup button to right of the field opens the Pricing Map Lookup List to search and select a map different than the one on the primary performance and/or event (e.g. if a couple of classes are in the rehearsal hall, while others are in the black box theatre, or even offsite at a school)
• If attendees or instructors have synced their purchase calendar to their devices, they will see these alternate locations
• Unlike the alternative venue option in the Performance Setup Tab, a class date alternate venue will not affect the quantity of seats available for sale, just your calendar and where you tell participants to meet for that particular class

Performance type dropdown from Code Tables flagging the class session for internal reporting and searching

Allows user to set an automated reminder for the specific class session (separate from the primary class/performance):

• No Email Reminder
  • No reminder emails will trigger
• Send Reminder Email
  • If checked with a time indicator, a reminder email will be sent to every ticket holder
    • Read more about customizing the reminder email if you don't want to use the default one
  • The time value is the amount of time in advance of the performance date that the email should be sent (entered in minutes, hours, days, or weeks format ALA 6h for 6 hours, 1d for 1 day, or 1w2d for 1 week and 2 days)

• Calculated automatically
• For the primary class, the end of the LAST class
• For non-primary classes, the end of THAT class
  • By default, based on the start time plus the run time duration
• Checking Override opens the runs Through datetime field to be manually edited

Reference notes about the specific class session (e.g. Snow date rescheduled, Cue-to-cue rehearsal day, etc)

Opens a blank Task Detail Window to add a new task

Opens the Task Detail Window to edit the selected task

Open a Resource Selection List Window to begin selling a new resource to the selected task

Opens the Task Resource Detail Window for viewing or editing the selected sold resource

Deletes the selected sold resource from the list and from its associated task

Opens the Resource Detail Window for the resource type associated with the selected sold resource

• Unique BoxCast content ID to be inserted into the Theatre Manager online store page

Checkboxes to customize which elements should be included in the online store:

• Description
  • When checked, displays the video description
• Highlights
  • When checked, user provides the exact pixel space to place below the video to show BoxCast highlights
• Chat
  • When checked, displays any associated BoxCast chat
• Documents
  • When checked, displays any associated BoxCast documents

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available

API key credentials for your account at CineSend

Unique CineSend content ID

When checked, uses the landing page at CineSend with additional links available

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available

Unique DaCast video ID to be inserted into the DaCast API on the online store pages

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available

Unique Vimeo video ID (the number ALA 148751763 that comes AFTER https://vimeo.com/)

Unique Vimeo Chat ID (the number and letter combination ALA 1244df87rbj2 that comes at the end of the URL ALA https://vimeo.com/148751763/1244df87rbj2)

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available

Unique Vimeo video ID (the number ALA 148751763 that comes AFTER https://vimeo.com/)

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available

Unique YouTube video ID (the mix of case-sensitive characters and numbers ALA M7lc1UVf-VE that comes AFTER https://www.youtube.com/watch?v=)

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available

• If using a pre-recorded video, the .mp4, .webm, and .ogg URLs specify customized formats that are optimized for certain devices
• Most devices support H.264 .mp4, but additional formats can be added

If using live streaming video then HLS .m3u8 is the only URL needed

• Aspect ratio of the video (ratio of height to width)
• Most modern content is Widescreen 16x9
• Original broadcasting option of TV 4x3 available