How To

How-To guides are aimed towards users, Tutorials are aimed towards learners
How-To guides in your documentation helps frame the picture of what your product can actually do
How-To guides can be thought of as recipes, directions that guide the reader through the steps to achieve a specific end

Editing Membership, Pass, G/C

The following describes how you can insert or edit a pass, membership or gift certificate.

Open the Patron Window.
Click here to learn how to access this window.
Click on the Membership tab.
Click here for more information on this tab.

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Refunding a Pass or Membership

A Pass or Membership is defined by it's setup. The setup determines how the Pass should behave and how it can be refunded. If there are financial transactions associated with a Pass the process for refunded required honouring the financial transactions created at the time of redemption.

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Who is on the Mail List

Once a mail list has been created or found you may wish to view the patrons belonging to the list. By viewing the Who's In tab of the Mail List,

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Re-Arranging Grouping of Criteria

Complex groups/criteria adds and removes patrons from a list. Criteria within the query may need to be repositioned. This is easily done by dragging and dropping the grouping.

Click the line of criteria to be moved to select it.
Click and hold the mouse button to "pick up" the group.
Drag the criteria up or down the list and release the mouse button where it should be placed.

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Mail Lists - Rebuilding a Mail List

After creating mail list criteria and building the mail list, over time some of the patrons on the mail list may no longer meet the criteria to belong to the mail list. The most effective way to remove the patron that no longer meet the criteria is to rebuild the list.

Open the Mail List Window.
Click Here to learn how to access this window.

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Merging Mail Lists

You can download quick reference information for Merging Mail Lists by clicking on the icon.

Flash Screencast

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Deleting Mail Lists

You can download quick reference information for Deleting Mail Lists by clicking on the icon.

Flash ScreenCast

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Mail Lists - List Window

To access the list of mail lists, you perform the following steps:

Click Setup >> Mail Lists from the main Theatre Manager menu.

Alternatively, you can select the Mail List button from the Main Theatre Manager toolbar / ribbon bar.

The Mail List search window opens.