Starting Patron Management

To print or view a pdf guide on patron management, You can download the following:

• Patron Management Guide (pdf)

Theatre Manager, allows you to store and organize phone numbers, addresses, dates, notes, lists, and more for your patrons. Similar to a personal information manager, Theatre Manager is designed to store information about your customers, volunteers and donor prospects, set up schedules, payments and phones calls, and organize email and text documents. With the massive amounts of data a person encounters each day, a single location for storing that data is attractive. Features of a contact manager might also include the ability to store passwords, important dates and appointments, and the capability of sharing data with another computer

Every transaction in Theatre Manager is tied to a Patron Record. A Patron records holds information about the patron such as contact information, donation history, membership details and ticketing history.

To access Patrons:

1. Click the Patrons button in the Ribbon bar or select Patron Sales>Patrons from the windows menu. The Contact List for Company window opens.

From here, you can Search for an existing Patron or Add a new Patron.

For more information:

• Adding a New Patron

• Finding a Patron From the Contact List Window