Cheat Sheet (1 page pdf)
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Patrons are added to the database as an individual or as a member of a household.

A household, groups together common buying units or patrons that share some of the same contact information. A household might be workers in a company, members of a service group or a family in a home.

The word household can be customized under Appearance tab in Company Preferences. For more information.

When you add a patron, Theatre Manager creates a unique Patron number for each new Patron record entered. Patron numbers cannot be reused if a patron is deleted or merged. The amount of mandatory fields (meaning they must contain a value) required to be entered is defined by your organization.

• Company Preferences

To add a patron, you perform the following steps:

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.

2. Click the New button.

   The New Household window opens.

   

3. Enter the appropriate information into the patron fields.

   If you have NOT entered all the mandatory information, Theatre Manager displays a message in the status bar at the bottom of the window or an error message describing what needs to be completed.

   

4. When you have finished entering the new patron’s information, click the Save button.

   The patron’s record is saved in the database and a patron window opens.

   

   This Patron now appears on the Contacts List window.

   Click for more information on:

   • Parts of the Patron Window