Performance Field #1 is a customizable drop-down field used to describe a performance.

For example, you could call it Performance Type and populate it with genre descriptions like Comedy, Drama, or Musical.

You can use the Performance Field #1 in the Course module, to classifying Course Types.

In the example images in this section, Performance Field #1 has been called Course Type, and has been populated with Acting, Movement, Musical Theatre and Voice as groupings for classes. To change the name Performance Field #1 to Course Types, you perform the following steps:

1. Choose Setup >> Company (or Outlet) Preferences Appearance Tab and scroll down to Performance Field #1 in the list on the left.
2. Select the name on the right from Performance Field #1.

   

   It may be the same, or it may have been previously changed for your organization.

3. Change the name on the right to what is appropriate for your organization.

   

   The change you make is Company (or Outlet) wide. Ensure, if the field has been used in the past, it is not currently in use or can it be altered to be more inclusive. The Code Table name will also change from Perf Type to your entry.

4. Click the Save button.

   To populate the options available in Performance Field #1, please follow the instructions under Course Settings in Code Tables found here.

There are five code tables found in Setup >> System Tables >> Code Tables that need to be addressed when using the Courses Module. For more information, see:

• Instructor Setup, particularly the area of managing courses online if you wish to enable instructors to track attendance and add people via a tablet interface.
• Course Attendance Reason
• Course Level
• Report Card Categories
• Report Card Ratings
• Perf Type

To enter course title information, you perform the following steps:

1. Enter a Play Code for the Course.

   In this the example - 13-ED1

   Enter a code that is easy to remember and follows the naming conventions you may already have set at your venue for Play Codes. Play Codes must be unique and cannot be used again for future plays or courses.
2. Enter a Play Title that corresponds to the title of the Course.
3. Enter the season information that corresponds to the timing of the Course.
4. Enter a Pricing Map.

   If you have not set up a Venue specifically for Courses, you may want to do so. It can be a Festival Seating (or General Admission) map, but one needs to be entered here. Click here for information about setting up a new Pricing Map.

5. Ticket information does not have to be entered if no tickets will be printed for the course.

   If this is the case, choose "Mark tickets as printed (but don't print)" under Ticket Printing Information.

6. Ensure the Active Status box is checked.

   This way, the course will show in the Plays List for purchase.

7. Enter any Web Sales Controls desired on the top right.

   For example:

   If Advance sales shut off at a certain time before the start of the class or

   If a patron is limited to the number of admissions they may purchase for this specific course (otherwise the program default limit on ticket purchases will apply).

8. Make appropriate Ticket Printing selections.

Accounting information is discussed on the next page.

The Accounting Tab information is the same as for any other Play or Event.

For more information about the Accounting Tab, click here.

You may want to set up specific liability and income accounts in your Chart of Accounts to correlate to course revenues. To read about adding accounts to your G/L, click here.

There are approximately 70 genre classifications which are used in the TicketTrove iPhone/iPad app and on the event search window on the web to help customers find entertainment to their liking. For Example: Customers can look for drama, hockey games, musicals, symphonies, ballet, etc.

Specifying a genre for a course or event is required.

Genres are listed in the Play / Event Genre code table. Click here for information on the Genre table.

To specify the Genere for your course, you perform the following steps:

1. Click on the Marketing tab.
2. Click the drop down list to select the appropriate Genre from the list.

   

3. Enter other information as required by your organization.
4. When complete, click the Save button.

You can now go on and add classes (as performances).

To add Performances (or Classes) to your Course, select the Performance tab of the Plays and Dates window.

1. Click the New button.

   The Performance Wizard opens, beginning with Step One (details begin on the next page).

You set course pricing the same way Price Codes are set for any other Play or Event.

To set the price codes for your course, you perform the following steps:

1. In the Play window, click the Pricing tab.

   

2. On the left side of the window, highlight the course.

   This enables the Price Codes on the right for editing.

3. Double click on each Price Code to open the Price Code Detail window.

   

4. Name the Price Code Description and/or set the price.
5. When complete, click the Save button.

   For more information about Price Codes, click here.

Promotions, like Price Codes, are set in Courses the same way they are set for Plays or Events.

To set the price codes for your course, you perform the following steps:

1. In the Play window, click the Promotions tab.
2. On the left side, highlight the Course to populate the promotions for that Course in the list on the right.

   

3. Highlight promotions you do not want to use for that Course and click the Disable button to turn those promotions "off".

   Promotions are set to "Enabled" by default.

   If you change your mind or later decide to allow a promotion for use in the Course, you may have to change the drop-down in the bottom right corner to show All promotions (it may be set to only display enabled promotions)

   

4. Highlight the one or ones you'd like to enable and click the Allow Use button to turn those promotions back "on".

   For more information about Promotions, please click here.

Once you have completed the entire process from entering the course title, accounting information, performances, prices and promotions, you are ready to start selling Courses.

If you want to make further adjustments to the Course, click here for information about accessing the Performance Detail tabs.

Creating a link to courses entails using the &search parameter in the event URL. By picking the right &search parameter you can:

1. Show all courses by using the parameter &search=PB_SALES_METHOD=6 in the link. This is, by far, the easiest as
   • it simply shows all courses -and-
   • is immediately effective when new courses are created.
2. Show selected events which can in the &search parameter. A sample is shown later on this help page.
   • This has the advantage of allowing events sold as courses as well as a final 'parent' performance to be found in one list.
   • It has the disadvantage that the web page link must be changed each time you have a new course
3. A hybrid approach that may have a &search parameter that show all events sold as courses or some specific 'finale' performances.

An example of showing a link specific courses (Option 2 above)

A company has three Courses that are one-time events or workshops. Patrons can pick and choose or select all three if they'd like.

In our example, the company wants a link redirecting patrons to the list of Events/Courses (we'll discuss a need for a list of Performances/Classes further down).

In the Event List in Theatre Manager, the Courses look like this:

The Event # column is the one at the far left.

Those unique Event #'s - 86, 87, and 88 in the example - will belong to only the corresponding Event in the database and no others.>

"x, y and z" are representative of those unique Event #'s in the search string in the link discussed above for creating a link to a list of Events.

A link to these Courses will look like:

https://tickets.myserver.com/TheatreManager/1/login&event=0&search=P_SEQ IN(86,87,88)

Similarly, you can create a link to a list of specific Performances for sale. This can be useful if your organization offers a Course made up of a series of Classes which can be purchased separately.

In this case, the Performance # works as the unique identifier for each Class in the Course.

Under the Course (Event) Setup, in the Performance Tab, the Perf # column is on the far left of the list of performances:

In the example image, the Perf #'s are 373, 374 and 375. A link to a list of those Classes would look like:

https://tickets.myserver.com/TheatreManager/1/login&event=0&search=PB_SEQ IN(373,374,375)

Care should be taken when creating Courses and Classes that you change the Sales Method to "Course" in the Performance Setup stage of the Course Setup.

Online patrons can purchase a Course and then assign another patron as the attendee for the Course (helpful in cases where the parent buys a class for a child who will be attending). For this option to be available, Courses must be setup as Sales Method - Course. For more information about Courses in Theatre Manager, click here.

You can "gift" tickets to other household patrons or to unrelated patrons in Theatre Manager. This is especially useful for courses where parents frequently purchase classes for their child or children to attend.

Financial data remains attached to the purchaser's record, while the ticket is transferred to the receiver's account. The receiver is listed as the attendee to the event.

For more information about gifting tickets, click here.

• The patron could drop out and want a refund
• You could cancel it midsession because the instructor needed an extended leave

Once the course has commenced, completely refunding it means you lose knowledge that the patron started the course. Instead, we want to create a way to retain attendance info, yet refund all or part of the tuition.

Setup of a Fee to Refunding part of the Tuition

The first step is to create a new ticket fee that accepts negative values and make sure the employee permission is set if the refund amount is variable.

Note: when setting up the fee, make sure to talk to your accountant about the proper account for tracking purposes.

Steps to Refund part of the Course Cost

1. Find the ticket for the course you want to refund tuition to
   • highlight it in the ticket list
   • Click the Tickets button at the bottom left of the patron screen
   • Pick Add tickets to order - even though we will not add tickets to the order, this sets us up to merely modify it

     

2. On the order window
   • Click the Fees Button
   • Click the New button to add a new fee
   • Select the fee called Tuition Refund
   • Enter the amount amount you want to refund tuition by
3. Click the Payments Button
   • Enter the refund method
   • The amount to refund should be the same as the negative fee you added
   • Enter card details, if refunding by card
   • Click Refund Payment

Creating the Scholarship Pass

1. On the Redemption Rules tab:
   • Choose "Dollar Value" as the redemption method.
   • Make the pass Redeemable by "Purchaser Only"
   • Set the Purchase Amount as $0.00
   • Set the Redeemable Amount to any value that scholarships are typically offered (this amount can be edited when the scholarship is issued to the student).

     

2. On the Accounting tab:
   • Set the Tax Rate to "None"
   • Use a General Ledger Account number that represents an Expense for Scholarships for Income, Deferred Revenue and Redemption/Expense accounts. Use a standard income account for any Unearned Income/Write Off funds.

     

3. On the Sales Management tab:
   • In the Allow pass/gc to be Purchased section, check the box for "Via pass/gc tab on patron screen" only.

     

4. On the Edits tab:
   • Check the box for "Value can be changed during purchase"
   • Check the box for "Can be sold for a zero value"
   • In the Defaulting the Control Number section, choose "Theatre Manager defined"
   • In the Defaulting the Expiration Date, choose "Expires on Date" and use the last date the pass is valid (very likely the end of the class).

     

5. On the Valid Plays tab:
   • Check the box that says "Allow setting of valid plays on each pass/gc"
   • Do not add any events to the listing at the bottom of the screen.

     

Awarding the scholarship to the student

1. Locate the Patron Record for the student who is to receive the scholarship
2. Select the Pass/GC tab and click the BUY button

   

3. Sell the student a new Scholarship.
   • Leave the Purchase Amount as $0.00
   • Edit the Issued Passes Amount to the value of the Scholarship desired
   • Click Save

     

4. Select the Valid Plays/Events tab

   

5. Click the ADD button
6. Select the Class/Course the scholarship is to be awarded for

Applying the scholarship to the class

1. Sell the student a class
2. When processing the payment for the class, choose PASS as the first payment method

   

3. Locate and apply the Scholarship pass to the Order

   

4. Pay any remaining balance using the Payment Method tendered by the Purchaser.

   

Parts of the Play Tab

Play Information
Play #	Unique play number generated by Theatre Manager.
Play Code	A quick reference for a Course. It is recommended that course codes start with the fiscal year of the course, followed by the course number. This allows for quickly generating reports on courses by year. If there is more than one venue or different types of series, a character code can be included after the year.
Play Colour	You can override the normal course colour displayed on the calendar by selecting a different colour from the colour palette.
Play Title	Official title of the course as it will appear on the ticket or internet.
Season	Year the course takes place. This is based on the financial year.
Theatre Map	Number of the venue map where the course takes place. Courses which are to be sold with reserved seats must take place in venues that have had seats created. Courses sold as general admission, Festival Sales or Traveling Troupe, may be sold to plays with or without seats created.
	Theatre map search button. This button is only available when a new course is entered. To open a list of possible theatre maps to choose from click the button. From the list double click on a map to select it.
Additional Information
Corporate Sponsor	Name of the sponsor for the production. Additional sponsors could be entered in the notes field. This information can be printed on tickets.
Special Note	Additional information such as warnings or special messages that may be required for an play. This information can be printed on tickets.
Director	Director of the play. This information can be printed on tickets.
Playwright	Playwright of the play. This information can be printed on tickets.
Show Status Information
Active	Status of the course for reporting purposes.
Closed	Status of the course for ticket sales and postings.
Date Closed	This field displays the date the course was set to prevent sales and financial changes.
By	This field displays the initials of the employee who closed the course.
Web Sales Controls
Stop Sales in Advance	Number of minutes prior to the course start time the course will be removed from web sales.
Patron Purchase Limit	Sets the maximum number of tickets to be sold in an order for this course via web sales. If the Box Office will allow a patron to have more than the allotted number of tickets, the tickets will need to be sold by a Box Office staff member and not via the internet.
Ticket Printing Information
Print selected ticket face	Choose to print ticket for this play (is the default setting)
Ticket Face	The ticket face selected for the play. The ticket face number can be typed manually or selected.
	Click to open a list of possible ticket faces to choose from. Double click on a ticket face to select it. By leaving this field blank a built in default ticket face design will be used for printing tickets.
Mark ticket as printed (but don't print)	Will not print a ticket for the course, all though when tickets are sold they will appear printed.
Only Print Sales Promotion ticket face	Prints a ticket based upon the promotion selected. For more information regarding printing tickets by promotion refer to Promotion Detail.
	Click to print a test ticket for this course.

The Accounting Tab displays the accounting information for a course. It shows the general ledger accounts set for the event and the applicable taxes applied. As well, when the revenue will be received into the general ledger can be determined.

Parts of the Accounting Tab

Depending on how your accounting system is designed, you may want to set up all account types with the same general ledger account. For example, the same general ledger account can be entered for all revenue accounts -- the general ledger will record all revenue for the event into one account. Separate general ledger accounts can be entered for all revenue accounts -- the general ledger will record each type of revenue for the event in a separate account. Refer to the section, General Ledger Setting Up the Chart of Accounts for more information on determining whether to use a detailed versus a simplified general ledger number setup.

The Performance Tab is used to create the classes that make up a Course. Class information cannot be added (and the tab will not be made available) until Course information and Accounting information have been entered and saved. If a course has already been set up you can access the Performance Tab at any time.

Parts of the Performance Tab

Sale Settings
At the Box Office	Checking this box allows you to sell theCourse at the Box Office.
Via the Internet	Checking this box allows you to sell the Course on the Internet.
At Other Outlets	Checking this box allows you to sell the Course at other outlets.
Season Control Performance	Checking this box allows the performance to be used in a Control House for subscribers.
Prevent Overselling	Checking this box prevents the performance from being oversold.
Sell Security	Allows you to control what security levels have the ability to sell this performance. Click here for more information on Sell Security.
Performance Information
Performance #	Unique performance number generated by Theatre Manager.
Performance Code	A quick reference for the course.
Date	Date of the course.
Time	Time of the performance.
# Sold	Number of seats sold for this course.
# Held	Number of seats currently held for the course.
# Available	Number of seats currently available for purchase for this course.
Box Office?	Whether the course is available for sale at the Box Office.
Web?	Whether the course is available for sale on the Internet.
Outlet?	Whether the course is available for sale at an outlet.
Subscription?	Whether the course is available for sale via a subscription.
Oversell?	Whether overselling is allowed for this course.
Play #	The Play number that this course is part of.
Additional Buttons
	Creates a new class and opens the Course Setup Window. Click here for more information.
	Opens one or more Class Setup Window(s) for the selected course.
	Deletes the selected course. Click here for more information.
	Shows all transactions for the selected course.
	Verifies all seats for the selected course. It is best to do this when no other users are logged in.

In the Pricing tab, you set course pricing the same way Price Codes are set for any other Play or Event.

Parts of the Pricing Tab

Pricing information for the selected performance on the left, displays in the price list on the right side of the Play Setup Window. When you click on different performances the price list will change. From left to right the price list displays:

Pricing Panes
Code	Displays the single character code that is associated with this price. This character was assigned in the Price Code field in the Venue Map window.
Use?	Check box field. If the box is checked then the price code is available for use by the performance that is highlighted in the performance list.
Description	The description you give to easily identify the price code. For example, Adult, Child, Senior, Student. Or alternatively: Front, Mezzanine, Loge, Balcony.
Price	Displays the dollar value of the price code. For example, $10.00, 15.00... etc.
City	Displays the amount of city tax charged on the price code.
State/PST	Displays the amount of provincial / state tax that is charged on the price code.
Federal/GST	Displays the amount of Federal tax charged on the price code.
Price + Tax	Displays the total price of the price code with all taxes included.
	Duplicates the entire pricing structure from another course to this course.
	Copies prices from one play to the selected structures. Click here for more information on Copying Prices.
	Set the default price code for the selected courses. Click here for more information on setting a default.
	Opens the selected price code for editting.

The Promotions tab is where you can add, edit or remove promotions availble when selling courses.

Parts of the Promotions Tab

Promotion Name	The descriptive name of the promotion.
Promotion Type	Similar to the report groups, these classify similar sales promotions together. There are four possible selections to choose from. Regular Admission, Season Ticket, and three user defined fields. These promotion types are used in the same manner as the report groups.
Used	Sales outlet where the promotion can be used
	Sets or disables the default promotion to be used for this class
	Allows the selected promotions to be used when selling this class
	Indicates that the selected promotion will not be used when selling this class
	Allows you to choose which promotions are seen on the tab

Parts of the Attendance Tab

Performance #	Number of performance assigned in order of creation.
Performance Code	Code assigned based on the week and day of the performance.
Performance Date	The date of the performance.
Purchase #	Purchase reference number.
First Name	Patron's first name.
Last Name	Patron's last name.
Company	Company the patron works for.
Quantity	Number of admittance per ticket.
Section	Section the patron is seated in.
Row #	Row the patron is seated in.
Seat #	Seat number the patron is seated in.
	Sets the attendance for the course. This is only available on the day of the course or after it has taken place.
	Clears the attendance of the course. This is only available on the day of the course or after it has taken place.
	Print the selected tickets for this course that are not yet printed.
	Refunds the selected ticket(s).
	Transfers the selected ticket(s) to another course.

This tab displays a detailed summary of the revenue taken in for each course of an event. The Play is broken down into individual course.

Parts of the Revenue Tab

This Volunteer tab displays a list of the volunteers (personnel) assigned to each course, and what their task will be.

Parts of the Volunteer tab

Performance Information	On the left side of the window, the listing of courses including the sequence number of the course, series code, and date.
Volunteer Information	On the right side of the window, the listing of volunteers assigned to a specific course.
	Allows you to look up and add a volunteer to the selected course date.
	Brings up the Volunteer Activity Detail window for the selected patron.
	Allows you to remove a volunteer from the selected course.
Show volunteer working entire event	This feature is currently under development.

More Information to come.

The G/L Entries tab displays a detailed summary of the transactions created and journalized to the general ledger for the general ledger accounts defined for this course.

You can adjust the summary options by choosing the drop down menu in the bottom right hand corner of the window.

In the Marketing tab, you can configure the Marketing notes for the course. You can also add the course to a mail list and include external and internal notes for your Box Office Staff. Information you enter on this page will appear on your page in the Ticket Trove iPhone and iPad app.

Parts of the Marketing Tab

Any tasks associated with a course can also be seen in the Course window. From here you can add tasks and associate them with resources, so you can create all the tasks needed for a particular course. These can then be added to a project and billed.

Tasks are added on the left side. Once a task has been added, you can select the task and add the resource on the right side.

Click on the Calendar button in the window's top toolbar to view all tasks, performances, and/or volunteers associated with the event / play in a new calendar.

For more information on Tasks, click here.

The image above shows a Course Attendance Tab for a Course which has already occurred but for which the Attendance Reasons have not been set. The "Reason" column is blank for all attendees.

To set Attendance Reasons:

• Highlight the Course in the left column to populate the Attendance list on the right.
• Highlight the first attendee in the list.
• Click the Set Attendance button on the bottom of the window.
• Choose the Attendance Reason from the menu that appears:
• A warning message will pop up asking if you want to set All attendees to the same reason at once, or if you'd like to Scan each one individually. Choose accordingly.
• The attendee(s) will be marked with the Reason chosen.
• If you need to clear the Reason for one or more attendees, highlight the first one in question and click the Clear Attendance button. The same menu will appear and you can either select a new reason or choose No Reason Given to clear the Reason column entirely for the selected attendee. You will also see the same warning asking if you want to Clear All or Scan each.

The image below shows the Attendance Tab with attendees' attendance reasons marked:

To assign a report card to a Course, you perform the following steps:

1. Open Play from Setup or use the Plays button in the Theatre Manager toolbar / ribbon bar.

The Play List window opens.



2. Search for the Course in the Plays List and select it to open up the Plays and Dates Window.
3. Select the Performance Tab.

   

4. Select the Course from the performance list and click the Open buttom.

   The Performance Detal window opens.

5. Select the Course Tab in the Detail Window.

   

6. Under the Report Cards to Issue column on the left, click the New button to add a new report card.

   The Report Card Detail window opens.

   

7. Enter a name for the report card (e.g the name of the course).
8. Using the lookup button, choose a Template from the list of report card templates.
9. Enter a due date for the report card.
10. Under the Notes tab, Internal Notes are notes that will only appear within Theatre Manager. External Notes will print on every report card.
11. Click the Save button.

    The Report Card tab populates with the name of each student in the Course and enables the report card to be completed.

    

Once you have clicked Save on the Report Card Insert Window, click the Report Cards tab. The list of students registered is available to issue report cards. This list comes from the Attendance tab for the Course.

In the top portion of the window (just above the Notes and Report Cards tabs) are the Completed and Remaining boxes. These show you the number of report cards that have been filled out and those that are left to be done.

1. Double-click on a student's name to open up the student's report card record.

   

   The Report Card Information is already populated.

Under Status & Future Recommendation, there is a checkbox to mark that Report Card completed, and there are two drop-down menus.

• Overall Rating is for the student's final grade or overall rating for the Course. This drop-down is populated from the Course Report Card Ratings from Code Tables.

  

• Next Level will print on the report card as Next Recommended Course and is populated from the Course Level, also from Code Tables.

  

• The Internal and External Notes fields work in the individual report cards much like the same fields work in the Report Card Template. Internal Notes will only appear inside Theatre Manager, and External Notes will print on the student's report card. The notes in *this* window only apply to the selected student.

2. Click the Evaluation tab to move on to assessing the student based on the Categories and individual items in the report card.

   

3. Highlight a Category on the left to enable the items for each category as set up in the Report Card Template.
4. Assign a Rating for each item under each Category. The comments beside each item will print on the report card in line with that item.
5. Click the Save button.

   Close the report card to move on to the next student in the Report Cards list.

To print from Reports, you perform the following steps:

1. Click the Reports button.

   The List of Reports window opens.

2. Select Course Reports >> Course Report Card.

   

3. Click the Print button.

   The Course Report Card Criteria window opens.

   

4. Click the New button, to open the Edit Report Parameters window.

   

5. Set the Criteria to Course Report Card #> is one of > select the Report Card you'd like to print.
6. Click the Save button.

   You are returned to the Course Report Card Criteria window Sort tab.

   

7. Click the Next button.

   The Titles Tab opens.

   

8. Click the Done to print the report cards.

• The class must have already been set up and in the future
• The instructor must have already taught the student in the past

Steps for adding a student online

1. The instructor must log in to the online portal and ho to the home page. If they are allowed to manage classes, they will see Manage Play/Courses in their Patron Services area.

   It is permissible to bookmark the link to manage performances - and it may involve a login to proceed.

   

2. This will show a list of upcoming courses that they are allowed to manage as an instructor. They can select the course that they want to Manage and add a student to.

   

3. To add a new student, click the Add Attendee button.

   

4. A search window will appear. The instructor will need to:
   • type some portion of the students name to find the patron in the database
   • click the search button, and
   • select the person from the list of those previously taught and click Select Price and Payment
   
5. The instructor will be asked to Select a pass/gift certificate that will pay for the registration. The passes must be valid and belong to the patron. There is an option to place the registration On Account
   • for the Box Office to apply a payment to the order later -or-
   • the patron to deal with by paying for the order online.
   This feature can be disabled by editing the web pages.

   Note that any notes particular to the pass type are shown - which means you can place some rules for the instructor if you wish.

   

6. After picking the pass to pay for the registration, the Instructor will need to confirm via the Pay With Pass ... button

   

7. After confirming payment, the Instructor will then see the student as part of the class roster - and they can take attendance if they wish - using the active attendance reasons in code tables

   

	Taking attendance for a course requires some prior setup/permissions before it can be done via a tablet or computer
	The list of absence reasons are defined in the attendance reasons code table.

Steps for Managing Attendance

1. The instructor must log in to the the ticketing site (tickets.yourvenuename.org) and go to the home page. If they are allowed to manage classes, they will see Manage Play/Courses in their Patron Services area.

   It is permissible to bookmark the link to manage performances - and it may involve a login to proceed.

   

2. This will show a list of upcoming courses that they are allowed to manage as an instructor. They can select the course that they want to Manage and set the attendance for.

   

3. The instructor will see a list of attendees. To change the attendance status of the student, click the Attending button beside their name.

   

4. The Instructor
   • will see a list of absence reasons, and
   • can select one as the reason for missing the class, and
   • click the Set Reason for Absence to mark the student absent

   If a student is marked absent and they should be present, you can use these steps to clear the absence reason.

   

5. After adding the attendance reason, the list of registrants will change to show why the Student is not able to attend.

   

Taking attendance for an event requires some prior setup/permissions before it can be done via a tablet or computer

Steps for Managing Attendance

1. The front of house staff must log in to your ticketing site (tickets.yourvenuename.org) and go to the home page. If they are allowed to manage events, they will see Manage Play/Courses in their Patron Services area.

   It is permissible to bookmark the link to manage performances - and it may involve a login to proceed.

   

2. This will show a list of upcoming events that they are allowed to manage as a front of house staff. They can select the event that they want to Manage and set the attendance for.

   

3. The front of house staff will see a list of attendees. To change the attendance status of a patron, click the Attending button beside their name.

   

4. Front of House Staff
   • will see a list of Attendance Status
   • can select the attending status to mark the patrons arrival for the event
   • click the Set Reason for Absence to set the status

   Patrons can be marked as a 'no show' at performance time. Should they arrive late, you can use these steps to clear the absence reason.

   The list of absence or attendance reasons are defined in the attendance reasons code table.

   

5. After adding the attendance status, the list of patrons will change to show who is checked in for the event.

   

• Via the Upcoming Courses button on the home page, which also allows the patron to indicate if they will be absent at the course
• Using the Pay an Order Balance button that can be accessed from the home page or the shopping cart window