Quick Reference Guides

This section of the online help contains the quick reference guides and reference materials as it is created. Please feel free to address any comments, errors or omissions to support@artsman.com. All topics and selections are contained on this one page.

You can download the Quick Reference Guides (less than 20 pages), Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icon.

The original Flash screencasts have been converted to MP4 so they are available on iPads and iPhones. The formatting may be a little different on some to fit the iPhone/iPad dimensions.

Topic

Reference Guide (pdf)

Cheatsheet (pdf)

Flash ScreenCast

MP4 ScreenCast

Patron Management

Patron Management

Tickets

Ticket Faces - Calculation Commands

Buy a Ticket

Add Tickets to an Existing Order  

Buy a Season Subscription (from the order window)

Exchange or Refund Tickets

Refund a Ticket to a Donation  

Past Event Ticket Exchange  

Mail Lists

Create a Mail List  

Deleting Mail Lists  

Merging Mail Lists  

Form Letters

Create a Form Letter  

Delete a Form Letter  

Export a Form Letter  

Import a Form Letter  

Find an Existing Form Letter  

Duplicate a Form Letter  

Merge a Form Letter and Delete a Batch

 

Reports

Reports Overview  

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Reports Criteria Overview  

Add Custom Categories  

Reports - Export Data  

Reports - Create Labels  

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Donations

Donations Overview

 

 

Add a Donation thru the Order Window

 

 

Refund a Ticket to a Donation  

Create a Campaign  

 

Pledged Donations  

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How to Toggle Between Individual & Corporate Donations  

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How to Make a Donation Anonymous  

 

Soft Credits  

Matching Gifts Part 1 - Setting up the Gifter  

 

Matching Gifts Part 2 - Adding Gift to a Donation, Running a Report  

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Gift In Kind  

 

Deleting and Refunding Donations  

 

 

Personnel/Volunteer Management

Volunteer Overview

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Add, Change and Delete a Volunteer's Postions

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Add a Volunteer's Activity History

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Add, Change and Delete a Volunteer's Available Time

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Theatre Maps

Adding a Theatre Map to Theatre Manager Quick Reference Guide

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Editing Tools Cheatsheet

Changing Theatre Manager's Appearance for Buttons and Labels

Step 1 - Add a Venue and Create a Graphic Pricing Map

Step 2 - Add Seats to the Graphic Pricing Map

Step 3 - Creating the Logical Seat Numbers

Other Materials:

Common Terms and Definitions

Event
In Theatre Manager Events, Plays, Concerts, Games, etc. are used by different organizations, depending on the venue and what they sell. The word is customizable in Company Peferences >> Appearance tab. Click here for more information on the Appearance tab and changing the title.
Performance
- Performance or Series is a word used to describe everything belonging to an event (or play). This is also customizable by the end user. The word is customizable in Company Peferences >> Appearance tab. Click here for more information on the Appearance tab and changing the title.