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Transferring an Order to Another Patron

If an order has been made through the wrong patron you can transfer the order and all payments to the correct patron through the Orders Window.

To transfer an order to another patron, you perform the following steps:

  1. Find the Patron with the order to be transferred.

    Click Here to learn how to find Patrons.

  2. Click on the Orders Tab on the Patron Window.

Adding a Ticket to an Order

To add tickets to an order, you perform the following steps:

  1. Find the Patron wishing to add tickets to an already existing order.

    Click Here to learn how to find Patrons.

  2. Click the Ticket tab.

    Locate a ticket already in the order. Click on the ticket to highlight it.

Adding a Payment to an Order

  1. Find the Patron with an outstanding balance.

    Click Here to learn how to find Patrons.

  2. Click the Orders Tab in the Patron Window.

    Select the order with the outstanding balance by single clicking on it.

Purchasing a Membership, Pass, G/C in the Patron Window

"Membership" is a broad term meaning "Gift Certificates," "Flex Passes," "Vouchers," "Other Income" or a variety of other forms. Since the name of the field is customizable, some organizations may retain the term "Membership," while others change it to reflect their own terminology such as "GC/Pass," "Gift Certs." or even "Other Income." The nomenclature in your database may be different than "memberships."

Renewing Memberships, Passes and G/Cs

This feature is used when a member type has been set as renewable. Once the membership has expired the patron can renew it and Theatre Manager will maintain the same control number. Once a membership has been renewed, the History Tab in the Membership Detail Window will be accessible. The tab contains the history of membership.

In most cases of Flex Passes and Gift Certificates, Memberships should not be renewed. A new Flex Pass or Gift Certificate is simply sold to the patron.

Refunding Membership

Occasionally, you may need to refund membership. If a membership was purchased incorrectly, or for the incorrect amount, it may be refunded. Memberships can only be refunded if they have not been used to purchase tickets.

  1. Open the Patron window.

    Click here to learn how to access this window.

Redeeming Memberships, Passes, G/Cs

"Membership" is a broad term meaning "Gift Certificates," "Flex Passes," "Vouchers," "Other Income" or a variety of other forms.

Since the name of the field is customizable, some organizations may retain the term "Membership," while others change it to reflect their own terminology such as "GC/Pass," "Gift Certs." or even "Other Income." The nomenclature in your database may be different than "memberships."

Printing Memberships, Passes, G/Cs

Once a Membership has been purchased it can be printed through the Membership tab. Only memberships with a ticket face association will print, and the ticket face must be based on the Member Data file.

Finding a Membership, Pass,G/C using the Control Number

A Membership, Pass,G/C can be located using the Control Number in the Contact List window. A Control Number is a number associated with a Membership, Pass,G/C that Theatre Manager uses to identify and track the specific membership within the system. A control number must be assigned with each membership, and is defined in the EDITS tab of the Membership Setup. For more information on Control Number setup click here.

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