Patron Window (Reference)

Patron Window
Patron Window

The Patron Window is the main interface used in Theatre Manager. This window can be accessed two ways:

  • Patron Sales >> Patron
  • Double-clicking a patron in the Contact List or single-clicking a patron in the Contact List and clicking the Open button.
alt="New
New Button

Inserts a new Patron. Click here to learn how to insert a new patron.


alt="Save
Save Button

Saves changed made in the patron window.


alt="Duplicate
Duplicate Button

Unavailable in the Patron List window.


alt="Revert
Revert Button

Reverts the patron window data back to the last save point.


alt="Delete
Delete Button

Deletes the patron. Click here to learn how to delete a patron.


alt="Print
Print Button

Prints the selected record.


alt="Spellcheck
Spellcheck Button

Completes a spell check of the patron record.


alt="New
New Household Member Button

Reverts the patron window data back to the last save point.


alt="Delete
Delete Household Member Button

Deletes a member of the current household. Click here to learn how to delete a household member.


alt="Change
Change View Button

Changes the current view or layout in the household portion of the patron window.


alt="Volunteer
Volunteer Button

Opens the volunteer history for the selected patron. To learn more about personnel/volunteer features, click here.


alt="Employee
Employee Button

Clicking the Employee button makes the current patron an employee. To learn how to add employee and setup their access details, click here.


alt="Personal
Personal Data

The patron personal data area displays key name and contact information about the patron. This information can be in full and edited on the Contact Card.


alt="Detail
Detail Tabs

The patron detail tabs harvest information about the actual patron, their personal details, and other information that relates to them as a person. Review these tabs in detail here.


alt="Account
Account Tabs

The Patron Activity Tabs carry information significant to the patrons account, their tickets, orders, contact history, and transactions. Review these tabs in detail here.


Patron Window View Options   Top

There are 3 distinct views of the Patron Window that the Change View button toggles between:

alt="View
View Option 1

This is the standard and most popular view. It's a full view format that includes patron personal information, patron detail tabs, and Patron Activity Tabs.


alt="View
View Option 2

This view includes only the top half of the patron record, the patron personal information and the patron detail tabs.


alt="View
View Option 3

This view includes only the bottom half of the patron record, the Patron Activity Tabs. It is useful when you are focused on selling items to a patron.