How To

1. Open the Patron Window.

   Click here to learn how to access this window.

2. Click on the Pass/G.C. tab.

   Click here for more information on this tab.

   

3. Select a Pass/G.C.

   Single click to select it.

Once a card has been added to a patron, the card can be assigned to one or more memberships, Passes or G.C.s.

1. Open the Patron Window.

   Click here to learn how to access this window.

2. Click on the Membership tab.

   Click here for more information on this tab.

   

Pass holder cards allow access to different memberships which have been purchased by one patron. For example - the Smith family may have purchased adult memberships for Mr. & Mrs. Smith and student memberships for their children Billy and Sally. Each member of the family can have their own card printed for their individual memberships. This will allow Mr. & Mrs. Smith access to their adult memberships but not the student memberships of Billy and Sally and visa versa.

This method is useful for removing multiple patrons from a mail list when they do not have common information. If the patrons all have common information (e.g. they all are non-donors) use the Mail List Database Query method of removal.

To remove a patron through the mail list window, you perform the following steps:

If you wish to remove a large number of patrons from a list and they all have a common feature, using a query is the best technique. It is the same procedure as adding a new group except for selecting the Remove function. To ensure that you are removing the correct patrons, place the remove criteria group as the last group to be performed. Click here to learn how to rearrange groups.

Removing the patron through the Mail List Window or Mail List Query methods are useful if you need to remove more than one patron from a mail list. Removing patrons throughout the Patron Window is useful if specific information is known about the patron you can use to locate their record (e.g. patron #).

To remove a patron from the mail list, you perform the following steps:

If you wish to add a large number of patrons from a list and they all have a common feature, using a query is the best technique. It is the same procedure as adding a new group.

To add a patron to a mail list throgh a database query, you perform the following steps:

1. Open the Mail List Window.

   Click here to learn how to open the window.

This method of adding patrons to mail lists, can capture all of the patrons who purchased a ticket(s) for a play. When you set up a play in the Plays and Dates window, there is an option to apply a default mail list. For every ticket bought for that play, Theatre Manager will add the patron to the default mailing list, if the patron is not currently already associated with it.

To add patrons to a mail list through the batch functions, you perform the following steps:

From the Mail List Window, you can quickly add patrons manually, if you have their patron number. Occasionally, the patrons you want to add to a mail list may belong to a report you have just printed, and you wish to add them to a list. Using the batch function you can quickly add the patrons manually by their patron number.