Reference

There is a convenient quick-add feature that creates a patron by swiping their credit card. This might be best used during the admittance process for Auctions. The process works as follows:

• Can buy online and add items (tickets, gift certificates/passes, donations) to their cart
• Begin the checkout process
• The web sales process will ask them if they want to:
  • Log in to a previously created account using their email/password. This attaches the cart to an existing full profile patron.

Using the seats you have defined, the patrons find the best seats in their preferred section. This is particularly practical when there is tiered pricing. Patrons do not have to keep looking for seats to find ones in the pricing section they desire.

Calendar Types are set in new Tasks as they are inserted into the Calendar in Facility Managment. There are "permanent" system Calendar Types built into Theatre Manager.

Facility Calendar Types are built-in codes you do not have to set up. While you cannot change the meaning of each of these, you can change the description to something more meaningful to your organization.

The types of activities your organization's volunteers engage in can be set up, assigned and tracked by Theatre Manager. This page shows you how to set up those activity types.

Refer to the video help on volunteer management for more information.

The Match tab allows you to indicate that a particular patron record is that of a Matching Gift Company.

The Merge button on the patron list window gives you the option of combining the highlighted patrons:

This tab provides a place to save some more personal information about the patron

This tab gives a brief overview of the patrons financial history with the company.

Parts of the Patron Tab