Performance Tab in Courses

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.

Parts of the Course Detail Window

The Course Detail window opens when you double click on an existing Course. Through this window you are able to edit course data. Depending on which sales method is being used you may not have access to some data fields. For example if you are using the festival method you will be allowed to modify the quantity of seats you can sell whereas with reserved seating since every patron requires a seat you cannot access this field.

The tabs available within the Course Detail window include:

Course Detail Window - Performance Tab

As indicated in the image, many fields in the Performance Tab are not accessible once the Course has been created and built. For instance, the Quantity to Sell field cannot be changed.

The fields available for editing are:

Performance Code Defaults to Course for Course events
Default Price Code You can change from the highest price default setting
Ticket Tax Code where applicable
Check Box for including the performance in annual patron statistics
Held Seat Count

For holding seats (useful if you have overestimated the quantity to sell and have not yet reached full capacity).

For example, if the venue usually holds 24 people but you *could* add 6 more chairs, you may have set the Quantity to Sell at 30 and you can hold 6 of those seats here for release once the 24 seats sell.

Sales Management Tab

In the Sales Management Tab, you can set future onsale dates and times for sales outlets.

Though not necessarily valid for Courses, you can set a Performance as a Season Control Performance here.

The field for setting a Course or Performance as a Pay What You Can performance in Before Event Sales is found here. Courses can be sold in this way if you choose. For more information about Pay What You Can, click here.

Web Settings Tab

The Web Settings tab allows you to define a number of parameters for how the course is handled in Web Sales.

The Web Settings Tab allows you to set:

Performance Flags These are most often used for Web Sales plug-ins
time limit to stop advance sales For example, You can shut down sales an hour before the class starts to "cap" it./td>
specify a limit of tickets Limit the number of seats a patron can purchase (defult is 10)
Notifications You can assign notifcations from the drop-down
Performance Notes Anything entered here will be visible to ticket purchasers online

Holds Tab

Returning tickets to "hold" only applies to Reserved Seating venues.

If your course is in a General Admission venue, this tab appears as in the image above, with the selection grayed out.

To set a number of holds in a GA venue, use the Holds area on the Performance Tab.

Security Tab

If your organization has Security Settings to determine which employees can sell which events, those can be defined here by checking the appropriate boxes.

Course Tab

Report Cards

On the right side of the Courses Tab, Report Cards issued for a Course are displayed. For more information about Report Cards, click here.

 

Class dates

On the left side of the Courses Tab, Class Dates and information are displayed.

  • If a Course has been set up, but does not have any transactions associated, you can alter settings in the Course Tab to remove sessions of the course using the Remove button.
  • Sessions of a Course can be set as active or not active via the checkbox next to their entry on the Courses Tab.
  • Class dates and times can be changed by:
    • double clicking on a class date
    • changing the appropriate fields window that opens
    • you can change dates even after sales have occurred as it will simply move the class time. This might be useful for 'snow days', 'hurricane moments', 'public holidays' or any other cancellation (see example below)
    • You can also tell Theatre Manager if individual reminders for each class are to be sent to the patron
  • If your organization wants to alter the value of Performance Field #1 for a class within a Course, you can make that change here.
  • If one or more classes for the Course take place in an Alternate Venue, you can change that. For example, a couple of classes could be in the rehearsal hall, some could be offsite at a school. If attendees or instructors have synced their purchase calendar to their devices, they will see the locations.
    • Using an alternate venue will not affect the quantity of seats available for sale.

    It only affects where you tell the instructor or students where to meet for that particular class - and shows in your facility management calendars.

    The performance runs from and through dates are automatically calculated as follows:
    • For the primary class that is being sold, it is the beginning of the class through the end of the LAST CLASS
    • For each of the other classes, the run time is simply the start of the class to the end of the class, based on the duration of each class.
    Optionally, you can change either the entire class range, or each individual class length by double clicking on the class and editing the runs though time. See image below.
Diataxis: 
Reference

Ticket Printing Tab

Ticket printing and e-ticket delivery for print at home are normally enabled and disabled on the play window. You can over-ride the settings if you would like them to be different for every performance.

Parts of the Window

Box Office Settings Options are:
  • Print ticket face and any on sale promotions
  • Mark tickets as printed (but don't print)
  • Print only the sales promotion ticket face
  • Print ticket face only
E-Ticket Delivery Options are:
  • Tickets cannot be printed at home (patron must select mail or will-call)
  • Tickets must be printed at home (patron has no option)
  • Tickets will be printed at home (unless patron selects mail or will call)