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.
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You may also want review our youtube channel as we make some topics available there. |
| Topic |
Reference Guide (pdf) |
Cheatsheet (pdf) |
MP4 ScreenCast |
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Patron Management |
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| Patron Management | ||||
Tickets |
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| 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 |
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| Create a Mail List | ||||
| Deleting Mail Lists | ||||
| Merging Mail Lists | ||||
Form Letters |
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| Create a Form Letter | ||||
| Delete a Form Letter | ||||
| Export a Form Letter |
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| Import a Form Letter | ||||
| Find an Existing Form Letter | ||||
| Duplicate a Form Letter | ||||
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Merge a Form Letter and Delete a Batch |
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Reports |
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| Reports Overview | ||||
| Reports Criteria Overview | ||||
| Add Custom Categories | ||||
| Reports - Export Data | ||||
| Reports - Create Labels | ||||
Donations |
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| Donations Overview | ||||
| Add a Donation thru the Order Window | ||||
| Refund a Ticket to a Donation | ||||
| Create a Campaign | ||||
| Pledged Donations | ||||
| 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 | ||||
| Gift In Kind | ||||
| Deleting and Refunding Donations | ||||
Personnel/Volunteer Management |
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| Volunteer Overview | ||||
| Add, Change and Delete a Volunteer's Postions | ||||
| Add a Volunteer's Activity History |
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| Add, Change and Delete a Volunteer's Available Time | ||||
Theatre Maps |
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| Adding a Theatre Map to Theatre Manager Quick Reference Guide | ||||
| 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 |
Facility Management Slideshow Handout
WORD Version Because of the pictures, this is a big file. right click and Save Target As