For a downloadable checklist of all of Day 3
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Install Updated Database
- Install updated/data imported database
- Review any imported data for verification of accuracy
Review of Prior Training Topics
- Review of Venue Map setup and default price codes
- Review of Ticket Event Setup process for the event(s) that have been setup
- Review of Pricing Strategy to verify that the "what about this situation of pricing" as been covered. This review is import to reflect back on all possible pricing conditions to make sure that they have been entered into Theatre Manager.
Continue Venue Setup
- Continue creating and additional Venue Maps
Finalize Ticket Event Setup
- Continue creating Ticketing Events
- Continue creating sales promotions, enabling/disabling event sales promotions as required
Continue Setup of System Tables
- Continued setup of General Ledger Accounts
- Final setup of code table values for Default Posting Accounts, Payment Methods, Tax Tables, Fee Tables, Merchant Accounts
- Continued setup of code table values for Reason Why Patron Bought, Salutations, Suffixes, Patron Types, Locations, etc.
Preparation for Training on Ticket Sales
This setup may be done quickly by the Trainer just to get some information ready for the ticket sales training session. Time has been allocated later in the installation process to cover it in more detail.
- Setup of a donation campaign(s) that would be used by the box office if they received a donation during a ticket sale.
- If applicable, setup of a donation campaign(s) that would be used by the box office if a ticket was returned and converted into a donation rather then refunding the money back to the patron
- Setup of Donation code table for Why Patron Gave (as it relates to the donation)
- Setup of the Gift Certificate.
- If applicable, setup of a Ticket Voucher that would be used by the box office if a ticket was returned and converted into a voucher rather than refunding the money back to the patron
Data Preparation for Importing
- Clarification & preparation of Tickets, Volunteer Data, and any other final data
