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The TheatreHQ Handbook

Step-by-step guides with screenshots for everything in TheatreHQ — from your first login to running a full season.

Results for “members” · 21 guides

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Membership Video Setting up membership types Create membership types with their own fee, renewal period, renewal date and payment options, and see which members belong to each. 2 min readRead Settings & Security Adding committee members and choosing what they can access Give each committee member their own login, the right permission level, and access to just the modules they need. 2 min readRead Membership Adding members and recording membership payments Add someone as a member, record payments taken in cash or by bank transfer, and keep track of renewals. 1 min readRead Membership Consent forms and membership compliance reports Set up the consents you need from members, such as photos and emergency treatment, and use the compliance reports to spot gaps. 2 min readRead Box Office & Tickets Letting members book first with pre-release links Set an on-sale date, then give members, patrons or the cast a link that lets them book before everyone else. 2 min readRead Settings & Security Connecting other tools with webhooks Send ticket sales, bookings, memberships and more to other tools the moment they happen, using webhooks. 2 min readRead Settings & Security Getting your data out: exports and downloads Your society's data is yours. Here's where to download your audience, members, shows, reports and an individual's data. 2 min readRead Getting Started Moving to TheatreHQ from another system A step-by-step plan for moving your society’s website, ticketing, audience list and members to TheatreHQ without losing anything, or anyone, along the way. 3 min readRead Getting Started Video Getting started: your first show on sale From an empty account to tickets on sale in one sitting: add your show, set up performances, the venue and tickets, choose when booking opens and publish. 3 min readRead Audience & Marketing Video Sending an email campaign to your audience Create an email campaign from a ready-made template, edit it, choose who receives it and check it before you send. 2 min readRead Your Website Redirects and broken links: keeping old links working Fix broken links and send old web addresses to the right page, and why redirects matter whenever you change your website. 4 min readRead Payments, Shop & Fundraising Connecting your payment providers (Stripe, PayPal, GoCardless) Connect Stripe, PayPal or GoCardless so you can take card payments, PayPal and Direct Debit online. 2 min readRead Settings & Security Looking after personal data with the GDPR tools Set up your cookie banner and privacy policy, keep a record of consent and breaches, and handle requests about someone's data. 2 min readRead Getting Started Seeing how your society is doing with Site Stats One page with your website visitors, ticket and hire income, top shows and what's coming up, for any period you choose. 2 min readRead Audience & Marketing Tagging your audience Use tags like Volunteer, Press or VIP to group people in your audience list, then filter by them or send them their own emails. 2 min readRead Your Website Showing your Google, Trustpilot or Facebook reviews on your homepage Put your reviews from Google, Trustpilot, TripAdvisor or Facebook on your homepage, and some ideas for getting more of them. 2 min readRead Settings & Security Checking who has done what: audit and security logs See who changed what in your admin, check sign in problems and locked out addresses, and require two factor sign in for each role. 2 min readRead Settings & Security Your society's name, logo and contact details Set your society's name, tagline, logo, favicon, contact details and default venue, which appear across your whole website. 2 min readRead Settings & Security Recording a data breach What counts as a data breach, how to record one in the breach register, and when you need to tell the ICO within 72 hours. 2 min readRead Box Office & Tickets What your audience sees when they book Walk through booking from your audience's side: the show page, choosing a performance, picking seats and confirming, with no account needed. 2 min readRead Shows Video Sharing scripts and files with your cast Upload scripts, scores, rehearsal tracks and notes for a production, choose who can see each file, and upload new versions when things change. 1 min readRead

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Shows All guide to do with shows 12 guides Getting Started These are some quick videos to help you get started 6 guides Box Office & Tickets Selling tickets, seating plans, the door and your sales figures. 12 guides Your Website Pages, design, news, FAQs and getting found on Google. 11 guides Audience & Marketing Your audience list, email campaigns, automated emails and awards. 8 guides Membership Membership types, members, payments and renewals. 3 guides Payments, Shop & Fundraising Payment providers, your online shop and fundraising events. 9 guides Settings & Security Committee logins, modules, two-factor sign-in, email sending and GDPR. 10 guides

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