Changelog

Reference

Recent feature additions and significant changes to Stagemgr, listed from newest to oldest.

October 2026

Merge Customers Page

Available to: Administrator

Merge Selected on the Customers page and Merge on the LGL Review list both open a Merge customers page showing the chosen records side by side. The original record (lowest customer number) is always kept; the page chooses which values it ends up with.

Key behaviors:

• Name, street address, email, phone and LGL constituent each offer a choice only where the records differ, defaulting to the newest record that has a value. The street address moves as one unit.
• A live sentence states what the merge will do; VIP and Not a ticket buyer carry over when set on any record.
• Records with different first names get a warning, since they may be a household rather than a duplicate.

See Merging Duplicate Patrons.

LGL Review Shows What Matched

Available to: Administrator

Each row of the LGL Review list on the Sync Status page names every customer it matched, the email it matched on, the LGL constituent and a short reason. Constituent numbers in the list and in the LGL Review tag link to LGL when the LGL web address is configured.

Key behaviors:

• Reviews naming several constituents list each of them.
• An Also LGL constituent N: merge the two in LGL review clears itself once the two are merged in LGL and LGL kept the constituent this customer is linked to, at the nightly check or on Re-sync with LGL.

See The LGL Review Tag.

Receipt Icons

Available to: Administrator, Box Office

Up to three icons print to the right of the RECEIPT banner on box office receipts, never on tickets: a star for a VIP customer, a heart for a customer with an LGL donor tier this fiscal year or last (excluded tiers set in configuration), and a check mark when the order has notes. Reprints reflect the details at the time of the reprint.

See Receipt Icons.

Little Green Light Sync

Available to: Administrator (Sync Status page); the tags are visible to anyone who can see the customer

Stagemgr and Little Green Light (LGL) keep each other's records linked. A customer who donates is matched to, or created as, an LGL constituent and carries an LGL ID tag; LGL holds the Stagemgr customer number as its External constituent ID. Each system owns what it collects, and Stagemgr never deletes anything in LGL.

Key behaviors:

• A processed donation becomes an LGL gift about ten minutes later, with the amount, date, payment type and a note naming the order; the same donation is never written twice. Only the default theater's donations are sent. A refund adds a note to the gift and flags the order.
• Name, street and phone edits on a linked customer update the constituent's preferred address and phone a couple of minutes after the last edit; edits made in LGL reach Stagemgr on the next three-hourly poll.
• New LGL constituents become Stagemgr customers; merges in either system are mirrored when the records look like the same person.
• When the sync cannot decide, the customer gets an LGL Review tag with a one-line reason. Options > System Config > LGL Sync lists them, with buttons to poll, sweep, backfill or refresh now.
• Every linked customer carries an LGL Lapsed tag (LYBUNT or SYBUNT) refreshed from their LGL gift history early Sunday morning.
• Sync runs in one of three modes set in configuration: enabled, read-only or disabled.

See Little Green Light Sync.

Donor Tiers From LGL

Available to: Administrator, Box Office

Each customer's donor tiers for this fiscal year and last now come from a saved LGL report that Stagemgr downloads and imports itself every night at 5:30 AM. The manual upload on the Imports page remains for one-off runs.

Key behaviors:

• The nightly import runs whenever the report link is configured, whether or not LGL sync is on.
• Rows that match no customer are listed in a result file emailed to the configured recipient, with the reason for each.
• Tiers appear on the customer page and in the House Management report; the donation order page shows the linked LGL gift with a Send to LGL button.

See Donor Levels Import.

Expected Sales on House Counts

Available to: Administrator, Box Office, House Management

The Pace projection on the production page is now the Expected column on Upcoming House Counts and a line on the HUD: the paid count expected at curtain if the performance sells the way this house usually does.

Key behaviors:

• Recalculated nightly at 4:40 AM and whenever a house count is recalculated.
• Already includes tickets sold so far; held tickets and comps are not part of it.
• Shows nothing when there is too little history for that theater and lead time.

See Advance Sales and House Counts.

Theater Users See a Narrower Customer Record

Available to: Theater User (what changes); Administrator and Box Office views are unchanged

Key behaviors:

• In the Notes column an active member shows as Member [Offer Name] instead of the member code.
• The customer page has no Active Memberships box and no donor-tier labels.
• Productions Attended lists only productions at the user's own theaters.

See Managing Patrons.

Advance Sales Analysis

Available to: Administrator, Box Office, Theater User (own theaters)

Admin > Analysis has an Advance Sales tab showing how far ahead of a performance tickets are bought: the share of final sales already in hand at each lead time, sales by window, and a week-by-week breakdown per production with extension weeks flagged.

Key behaviors:

• Compare by season, by theater or by production; seasons still playing are marked in progress and drawn dashed.
• Only Active performances count. Tickets bought with a company or festival pass are drawn separately from single tickets; an exchanged ticket keeps its original purchase date.
• Productions whose sales are recorded externally are left out by default; a tick box on the production page marks them, and a checkbox on the analysis includes them.

See Advance Sales.

Analysis Tabs

Available to: Administrator, Box Office, Theater User

Rate of Sales, Ticket Revenue, Audience, Advance Sales and Pass Sales are tabs across the top of Analysis. Selections sit above the results and can be changed and re-run without leaving the page; each run has its own address for bookmarking. A theater user attached to one theater sees no theater picker.

See Analysis Overview.

Donation Appeals Per Theater

Available to: Administrator

Each theater's Default appeal is the donation wording shown on its own orders; the default theater's Secondary appeal appears alongside a visiting company's on their orders (not on co-productions). Both accept the same formatting as production messages, with {{theater}} and {{company}} placeholders. Left blank, the wording is unchanged.

See Theaters.

Donations on Pass-Paid Orders

Available to: Administrator, Box Office, public order pages

A donation added to an order paid with a membership or flex pass is charged to a card. The card fields stay visible when a pass is chosen and a donation entered, and the order does not go through without one.

See Donation Orders.

Refunds Made in Stripe

Available to: Administrator, Box Office

A refund issued in the Stripe dashboard is now recorded on its order automatically, dated the day it was made, and the order is flagged for review. Only the money changes: tickets, seats and the order's status stay as they are.

Key behaviors:

• Each Stripe refund is recorded once, for its own amount; refunds Stagemgr issued itself are never recorded twice.
• Flagged orders show a Review badge in the orders listing, and the status filter has a Needs review choice.
• The order page shows the reason and the balance, with one-click fixes: keep the tickets and apply the refund as a discount, mark a fully refunded order as refunded, acknowledge with a note, or exchange to remove tickets.
• A refund that matches no order is reported to the system administrator.

See Refunds.

Refunds for Exchanged Orders

Available to: Administrator, Box Office

An order created by an exchange can now be refunded. Refunding the newest order of an exchange chain returns every payment in the chain on its own tender and reverses the exchange credits, offsets and Carryovers between the orders.

Key behaviors:

• The refund page lists each order in the chain under its own heading.
• The newest order becomes Refunded and releases its seats; earlier orders stay Exchanged.
• All or nothing: if a card refund fails, nothing is refunded.

See Refunds.

September 2026

Add to Order

Available to: Administrator, Box Office

An Add to Order button on a Processed ticket order adds tickets or add-ons -- a guest's seat, a captioning tablet, a dinner -- to the patron's existing order. The patron keeps their tickets and seats and pays only for the new items, which join the original order under the same order number.

Key behaviors:

• Any Processed order, whatever the performance date; once an order is Fulfilled the patron needs a new order.
• Same performance only, shown in a banner at the top of the page along with what is already on the order.
• Items sell at face value (no special offer or discount code); per-ticket fees still apply, and the addition may be comped.
• Works for general admission and reserved seating (pick the new seats on the map).
• Notes typed on the addition are added to the original order's notes; one updated confirmation is sent unless you untick it.
• All or nothing: if anything fails, nothing is saved and any card charge is refunded.
• The order's change history records Added from order #... with the items and card charge.

See Add to Order.

Refunds for Orders With Several Payments

Available to: Administrator, Box Office

Orders carrying more than one payment -- common after Add to Order -- can now be refunded. The refund page lists what happens to each payment (card refunded, cash handed back, pass tickets released, nothing-to-refund payments skipped) under a single button.

Key behaviors:

• A card payment already partly refunded returns only what is left on the charge.
• Orders paid with exchange credit were refunded through Exchange and Refund instead (see Refunds for Exchanged Orders, October 2026).

See Refunds.

Exchange Payment Types and Pass-Plus-Money Orders

Available to: Administrator, Box Office

Exchange now offers the payment types the performance allows, with the original order's type preselected when it is allowed. Orders paid with both a pass (membership or flex pass) and a money payment can no longer be exchanged or split, because the system cannot tell which seats the pass paid for.

Key behaviors:

• The order page explains why Exchange is missing; refund the order and place a new one instead.
• Update seating (Change Seating) still works on these orders.

See Exchanges and Split Orders.

Membership Tickets Per Performance Enforced Across Orders

Available to: Administrator, Box Office

A membership's Tickets Per Performance limit now counts the seats the membership has paid for on all of the member's current orders for the performance, not just the order being placed. The limit had never been checked across orders before.

Key behaviors:

• Exchanged, canceled and refunded orders do not count.
• Extra seats paid by card (for example through Add to Order) do not count against the limit.

See Membership Offers.

Card Charged Only After Every Check

Available to: All staff and online patrons

A card is now charged only after every check on the order has passed, so a failed order no longer leaves the card charged. If something still fails after the charge, the charge is refunded automatically. The same applies to exchange price differences and membership purchases.

Key behaviors:

• A declined additional donation no longer affects the ticket order: the tickets go through, the patron is told the donation could not be processed, a note is added to the order and the box office is emailed an alert.

See Payment Processing.

Placed Date in the Orders List

Available to: All staff

Each row's Description on the Orders list now ends with the date the order was placed, for example , placed 09/19, so you can see when an order was made without opening it.

See Order Search.

House Count Ignores Add-Ons That Hold No Seat

Available to: All staff

The house count's Sold figure now counts only tickets whose class holds a seat, so add-ons such as a captioning tablet or a dinner no longer use up seats in the house.

See House Counts.

Refunded Fulfilled Order Alert Restored

Available to: Administrator, Box Office

Refunding an order that was already Fulfilled now emails the Box Office and Supervisor Notifications addresses again, naming the order and the staff member who refunded it, so the printed tickets can be destroyed. The alert had not been sent since 2022. Patrons still receive no refund email. See Refunds.

Formatted Text Editor

Available to: Administrator, Box Office

Every Markdown-enabled admin field now shows its text as patrons will see it, under a Preview (click to edit) header. Clicking the preview opens a formatting toolbar and the text box below it, and the preview updates as you type. Email-only fields are headed Email preview and preview with the formatting their email uses.

Key behaviors:

• Toolbar buttons for bold, italic, heading, link, bulleted and numbered lists; ⌘/Ctrl-B, -I and -K shortcuts.
• Done or Escape closes the editor; a field with a validation error opens already expanded.
• Stored text is never rewritten, so existing hand-written HTML keeps working.
• The Email Attendees message body uses the same editor, opened ready to type.
• Membership offer Email HTML is now Confirmation Email Text and is rendered as Markdown (embedded HTML still works).

See Formatted Text Fields.

Send Sample Email From Every Email Field

Available to: Administrator, Box Office (membership offers: Administrator)

Every email-only text field now has a Send sample email button at the right of its Email preview header. It mails you the real email built from the form's unsaved values, and nothing is saved. The production form's old Send sample confirmation email and Send sample follow-up email buttons under the fields are gone; the header button replaces them.

Field	Email sent
Production Additional Confirmation Message / Follow-up message	Ticket confirmation / post-show follow-up, as before
Ticket class, default and resourced ticket class Purchase Email Annotation	Ticket confirmation carrying the annotation
Performance and special feature Custom Email	Ticket confirmation with the feature text
Membership offer Confirmation Email Text	Membership confirmation; no membership is created
Email Attendees Message Body	The attendee email, to you only; nothing is queued for ticket holders

Key behaviors:

• The header's Email preview (click to edit) is now a button that opens and closes the editor from the keyboard; clicking the preview still opens it.
• Sending a sample doesn't open or close the editor.

See Email Templates.

Propagate Toggle -- Switch Classes Off Down the Run, Reset Dynamic Pricing

Available to: Administrator, Box Office

The allocation grid's ⇉ toggle is now always offered on manually managed classes and fans the row out as-is, on or off, so a class can be switched off for the rest of a run in one save. Propagating onto performances whose dynamic pricing ladder has already advanced no longer leaves the old and new price tiers on sale together.

Detail	Description
Deactivation	An unchecked Available with the toggle armed switches the class off on every subsequent performance, along with any tiers it had shifted to
Reset and replay	On each later performance the existing ladder from the row is switched off, the new row lands, and that performance's triggers re-run against its own sales and date
Immediate evaluation	The edited performance resets the ladder of any row re-armed in the form and re-runs its own shift triggers on save instead of waiting for the 1:00 AM sweep
Sweep hardening	A shift whose target class has no allocation on the performance is logged and skipped instead of aborting the nightly run

Key behaviors:

• Manually enabled tiers downstream of the propagated row are reset like shifted ones; converging ladders share their target, so propagate each head.

See Performances and Dynamic Pricing.

August 2026

Resourced Ticket Classes -- Shared Equipment Pools

Available to: Administrator (management); Box Office (selling and per-performance activation)

A new kind of globally managed ticket class backed by a limited pool of physical equipment shared between venues -- assistive closed-captioning tablets, audio-description receivers, and similar devices. Each ticket sold claims one device, and Stagemgr enforces the pool limit across venues and across overlapping performances, so the hardware can never be double-booked.

Detail	Description
Where	Options > Resourced Ticket Classes
Pool settings	Quantity (devices that exist) and Changeover Minutes (buffer before curtain and after the show ends)
Venue scoping	Each resource is tied to a set of venues; performances of productions in those venues share -- and count against -- the pool
Occupancy window	A device is busy from (curtain − changeover) through (curtain + running time + changeover); productions without a Running Time use the resourced_default_runtime_minutes server default
Enforcement	Exhausted pools hide the class from sale, cap quantity dropdowns, and refuse any order that would exceed the pool -- including box office orders. There is no override
Exchanges	Exchanging a device ticket works even at a full pool -- the released ticket's device carries to the replacement order
Per-production copies	The class appears on every production in scope, labeled "Global (resourced)" and read-only; price and settings are managed once, globally
Activation	Allocations are always created inactive; staff enable them per performance (e.g., once the show is teched). There is deliberately no auto-attach

Key behaviors:

• Editing the resource syncs changes to every production copy in the background; the detail page shows a syncing banner and refreshes when done.
• The detail page warns about class code conflicts (a production's own class with the same code is never overwritten) and productions missing a Running Time.
• Removing a venue or deleting a resource with sales decommissions the class -- hidden from sale, future allocations switched off, sold history preserved.

Use cases: Ten captioning tablets shared by two theaters -- a 2:00 PM show using all ten blocks an overlapping 3:00 PM show next door from selling an eleventh, while a 7:30 PM show the same evening sells freely once the devices have turned around.

See Resourced Ticket Classes.

---

Resource Pull Sheet Report

Available to: Administrator, Box Office, House Manager

A per-date report listing every shared-equipment reservation so staff know how many devices to pull and stage at each venue, and which patrons reserved them.

Detail	Description
Where	Admin > Reports > Resource Pull Sheet
Grouping	One section per resourced ticket class, rows grouped by performance in code order
Sorting	Patrons sorted by last name, first name within each performance
Totals	Per-performance subtotal (devices to stage at that venue) and per-resource daily total
Counted orders	Holds, in-progress checkouts, processed, fulfilled, and mid-exchange orders; refunds are netted out

See Resource Pull Sheet.

---

Allocation Grid -- Propagate a Row to Later Performances

Available to: Administrator, Box Office

A compact ⇉ toggle in the performance edit form's ticket class allocation grid copies a row's configuration to the rest of the run in one save, instead of editing each performance individually.

Detail	Description
Where	Performance edit page > Ticket Class Allocations grid, next to the Available checkbox
What propagates	Availability, Ticket Limit, and the dynamic pricing trigger fields (Trigger?, To Code, At %, Days Before)
Scope	Every subsequent performance of the production, anchored to the edited performance's date and time -- earlier performances are untouched
When	Only on a successful save; arming the toggle alone changes nothing
Which classes	All manually managed classes. Auto-attach classes have no toggle

Key behaviors:

• Propagation overwrites the later allocations' settings so the rest of the run ends up uniform with the edited row.
• Originally it only fanned out an activation; since September 2026 it fans the row out on or off (see above).

Use cases: Enable captioning tablets for the remainder of a run the day the show is teched. Roll a mid-run price-tier change (new limit and shift trigger) forward across the remaining performances in one save.

See Performances.

July 2026

Production Navigation and Selection

Available to: All staff roles (scoped to accessible theaters)

A new Productions section in the top menu lists every production you can access across all theaters, and production selection on the Reports, Imports, and Analysis pages now uses a shared typeahead search with season/theater/tag drill-down.

Detail	Description
Where	Top menu > Productions; Reports, Imports, and Analysis forms
Productions list	Searchable table of all accessible productions with Name, Theater, Season, Status, and Actions
Search picker	Replaces production dropdowns; matches name, season, code, or theater; group shortcuts drill down to a single show
Report scope	Report search now offers all accessible productions, including Inactive and Presale
Import scope	Import search excludes Inactive productions
Report feedback	Submitting a report shows a "Report requested" overlay immediately

See Finding Productions.

April 2026

House Management Report -- Visits Column and Frequent Attendees

Available to: Administrator, Box Office, House Manager

The House Management Report now includes a Visits column and a new inclusion rule for frequent attendees.

Detail	Description
Where	Admin > Reports > House Management Report
Visits column	Count of the patron's Processed and Fulfilled ticket orders on or before the report date
Frequent attendee rule	Patron is listed if their visit count meets the configured threshold, even with no other signals
External ID tag	No longer forces inclusion and is hidden from the Patron Notes column

Configured in server.yml:

• report_frequent_customer_at -- minimum visits to qualify as a frequent attendee (leave unset to disable)
• report_frequent_customer_range_days -- lookback window in days; leave unset to count full history. The same window is applied to the Visits column.

Use cases: Identify loyal patrons during check-in who have no VIP flag or donor tag but have attended many shows. Keep the Patron Notes column focused on front-of-house-relevant tags by suppressing the internal External ID marker from imports.

See House Management Report.

---

Ticket Revenue Analysis

Available to: Administrator, Theater User

A new analysis type on the Analysis screen that shows how ticket sales distributed across price tiers and how your pricing decisions affected gross revenue. Select it from the Analysis Type dropdown alongside the existing Rate of Sales analysis.

Detail	Description
Where	Analysis menu > Analysis Type: Ticket Revenue
Comparison	Optional -- run on a single show or compare side-by-side with one historical production
Revenue figures	Net of ticketing fees

What it shows:

• Price distribution charts -- One bar per price tier showing what percentage of paid sales came from each bucket. Bars are sorted high-to-low by average price. A ⚑ flag marks any tier that sold to its allocation limit.
• Revenue summary -- Performances, paid tickets, comp tickets, capacity utilization, gross revenue (net of fees), and overall average paid price
• Per-bucket detail table -- Ticket counts, % of capacity, % of paid sales, sell-through (when explicit allocation limits are configured), and actual gross per tier
• Dynamic pricing lift -- For productions using dynamic pricing, how much additional revenue was earned above the flat entry-price baseline, broken down by bucket and in aggregate

Key behaviors:

• Toggle between % of Paid Sales (default) and % of Capacity to shift between "what did buyers choose?" and "how did each tier fill the house?"
• When a show is still running, a banner appears below its chart noting how many performances have completed
• Sell-through percentage only appears for tiers with explicit ticket limits configured -- it displays — for general-allocation tiers where no cap was set
• Ticket classes linked by dynamic pricing promotion triggers are grouped into a single bucket automatically

Use cases: Year-over-year pricing strategy comparison (e.g., this year's Who's Holiday vs. last year's). Evaluating whether your dynamic pricing tiers are generating lift or going unused. Understanding what share of your audience is buying at each price point vs. how much of the house each tier fills.

---

March 2026

Refund to Donation

Available to: Administrator, Box Office

A new action on ticket orders that converts a ticket purchase directly into a tax-deductible donation in a single step.

Detail	Description
Where	Ticket order detail page, in the red action group alongside Refund and Cancel
Requirements	Order must be Processed or Fulfilled, paid with a currency payment type (cash, check, or credit card), and the theater must be a 501(c)(3)
Not available for	Orders paid with Flex Pass or Membership

What happens when you click Refund to Donation:

1. All reserved seats are released back to available inventory
2. Ticket line items are removed from the original order
3. A new donation order is created for the full amount paid
4. The original payment is moved to the donation order
5. The original ticket order is marked as Canceled with a note referencing the donation order
6. A donation receipt email is sent to the patron

Irreversible

This action cannot be undone. To reverse it, you would need to refund the donation order separately and re-enter the ticket order.

Use cases: Patron donates tickets they cannot use. Patron unable to exchange who prefers to donate. Partial group donation (use Split Order first, then Refund to Donation on the portion).

---

Sample Email Preview

Available to: Administrator, Box Office

New buttons on the production edit page let you send yourself a sample confirmation email or follow-up email to preview exactly what patrons will see.

Detail	Description
Where	Edit Production page, below the "Additional Confirmation Message" and "Additional follow up message" fields
Buttons	"Send sample confirmation email" and "Send sample follow-up email"
Requirements	Production must be saved (not available on New Production form)

Key behaviors:

• Uses your current form values, including unsaved edits -- you do not need to save first
• The page does not reload, preserving any other form changes
• Sample email includes placeholder data (Sample Customer, 2 tickets at $35, performance one week from today)
• Markdown formatting is rendered in the sample
• No permanent data is created -- temporary records are cleaned up automatically

Use cases: Preview confirmation messages before a show goes on sale. Test Markdown formatting. Iterate on messaging by sending multiple samples without saving.

---

February 2026

Performance Broadcast Email

Available to: Administrator, Box Office

Send custom email messages to all ticket holders for a specific performance directly from the production management screen.

Detail	Description
Where	Theaters > [Theater] > [Production] > Performances list, "Email Attendees" button on each performance
Recipients	All ticket holders with orders in Hold, Processed, Processing, or Fulfilled status who have valid email addresses
From address	Box office email or your personal email (must be a verified sender)

Features:

• Pre-filled subject line (editable): "Important update regarding [Production] on [Date]"
• Markdown formatting support in the message body
• Recipient count displayed before sending
• Clean email layout with theater branding and greeting
• Emails queued and sent within minutes with automatic retry (up to 8 times)

Use cases: Venue changes, weather alerts, special guest announcements, parking updates, pre-show information, any time-sensitive communication for a specific performance's audience.

Best Practice

Use broadcast emails for timely, relevant operational information. For promotional content, use your regular marketing channels (MyEmma, social media).

---

Earlier Changes

For information about features added before February 2026, contact your system administrator or refer to the internal release notes.