Documentation & Tutorials

How to use Theatre4uβ„’

Step-by-step guides for inventory, Backstage Exchange, Community Board, Funding Tracker, QR labels, storage locations, and more.

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Getting Started

From zero to a working inventory in under 10 minutes.

🎭
Leading Player? If you received a personal invite from Bob, you have a beta access code. Enter it on the signup screen to unlock your Leading Player status β€” no upgrade required during beta.

Creating Your Account

1

Go to theatre4u.org

Click Get Started Free or Create Account. No credit card required.

2

Enter your organization name

Use your program's full name β€” e.g. "Lincoln High Drama Dept." This appears on your listings and community posts.

3

Enter your access code (if you have one)

If you were invited as a Leading Player beta member, enter your access code β€” e.g. LEADINGPLAYER. Leave blank if you don't have one.

βœ“ When a valid code is entered, you'll see a gold confirmation: "Leading Player access"
4

Confirm your email

Click the confirmation link sent to your email address. If it doesn't arrive within a few minutes, check your spam folder and ask your IT department to whitelist [email protected].

5

Complete the onboarding flow

A short welcome overlay guides you through three options to get started: add items manually, import from a CSV spreadsheet, or load sample data to explore the platform.

Setting Up Your Profile

Your profile helps other programs find you and makes your Exchange listings more trustworthy. Go to Profile in the sidebar to set it up anytime.

🏫

Program Name

Your school or organization's full name as it appears to other programs.

πŸ“

City & State

Used for proximity sorting in Community Board and Backstage Exchange.

πŸ“

About

A sentence or two about your program β€” what you produce, your department's focus.

🎭

Program Type

School, Community Theatre, College, Professional, or District.

Inventory Management

Catalog everything β€” costumes, props, lighting, sound, sets, scripts, and more.

Adding an Item

1

Click "Add Item" in the Inventory toolbar

The gold button in the upper right of the Inventory page. Or click the FAB (floating gold button) on mobile.

2

Fill in the item details

Name, category, condition, size, quantity, and availability are the core fields. Notes are great for production history or care instructions.

πŸ’‘ Item ID is assigned automatically β€” e.g. COST-001 for your first costume. You don't need to enter it.
3

Add a photo

Tap the photo area to upload from your device. One clear photo is worth a thousand words when you're searching for a specific piece at midnight before opening night.

4

Assign a storage location (optional)

If you've set up storage locations, select one from the dropdown β€” e.g. "Costume Closet A" or "Storage Container 1". This lets you browse all items in a container later.

5

Set Backstage Exchange status (optional)

Choose Not Listed, For Rent, For Sale, For Loan, or Rent or Sale. If you haven't joined Backstage Exchange yet, a yellow notice will appear β€” the item won't be visible to other programs until you join.

6

Save

Click "Add Item." The item appears immediately in your inventory with its auto-assigned ID.

Item IDs β€” COST-001 Format

Every item in Theatre4u gets a human-readable ID automatically assigned when it's added. The prefix tells you the category at a glance.

PrefixCategoryExample
COSTCostumesCOST-001, COST-047
PROPPropsPROP-003
SETSets & ScenerySET-012
LITELightingLITE-008
SONDSound EquipmentSOND-002
SCRPScripts & MusicSCRP-005
MKUPMakeup & WigsMKUP-001
FURNStage FurnitureFURN-004
FABRFabrics & DrapesFABR-002
TOOLTools & HardwareTOOL-006
EFCTSpecial EffectsEFCT-001
πŸ”
You can search by ID prefix β€” typing COST in the search bar finds all costumes. Typing PROP-0 narrows it to early prop entries.

Inventory Views: Grid, Table, and Locations

⊞

Grid View

Photo-forward cards showing item name, ID, condition, quantity, and market status. Best for browsing.

☰

Table View

Compact row format for scanning large inventories quickly. Sortable, with inline edit and delete.

πŸ“¦

Locations View

Browse by storage location β€” see everything in Container 1, Costume Closet A, etc. Full details below.

Searching & Filtering

The search bar matches against item name, notes, location text, tags, and item ID. Filters let you narrow by category, condition, availability, and market status.

πŸ’‘
Use tags to group items by production β€” add a tag like hamilton to everything used in Hamilton, then filter by that tag before your next strike.

Storage Locations

Create named locations β€” rooms, closets, rolling racks, storage containers β€” and know exactly where everything lives.

Setting Up Locations

1

Go to Inventory β†’ πŸ“¦ Locations tab

Click the Locations button in the view toggle at the top of the Inventory page (alongside Grid and Table).

2

Click "Add Location"

Give the location a name β€” e.g. "Storage Container 1", "Costume Closet A", "Prop Room Shelf 3", "Upstage Right Rack".

3

Add a short code (optional)

A 1–8 character code like SC1 or CCA. This appears large on the printed QR label for quick visual identification β€” helpful when you have many bins.

4

Print a QR label for the container

Click the πŸ–¨ QR Label button on any location. Print it and stick it on the bin or door. Scanning it will eventually link to a public view of that container's contents.

Assigning Items to Locations

When adding or editing any item, a Assign to Location dropdown appears if you have locations defined. Selecting a location links the item structurally β€” not just as a text label.

ℹ️
Items assigned via the dropdown and items whose free-text Location field matches the location name both appear in the location browse view. So existing items with "Costume Closet A" in the location field will automatically appear under a location named "Costume Closet A."

Browsing a Location's Contents

In the Locations tab, each location shows a live item count. Click the count link (e.g. "20 items β†’") to open a modal listing every item in that location β€” with its ID, category, condition, and quantity. You can click Edit directly from that view to update any item.

QR Code Labels

Every item and storage location gets a scannable QR code. Stick them on bins, racks, and shelves.

Printing an Item QR Label

1

Open an item's detail view

Click any item in Grid or Table view to open its detail panel.

2

Find the QR Code Label section

Scroll to the QR section. The code is already generated β€” you'll see the item name and its ID (e.g. COST-047) alongside the scannable code.

3

Click Print or Save

Print opens a print-ready page with the item name, ID, and QR code. Save downloads the QR image as a PNG you can use in a label maker or Word document.

πŸ“± The iPhone Camera app and standard Android camera apps both read Theatre4u QR codes instantly β€” no special app required.

What's on the Printed Label

πŸ“

Item Name

Full item name at the top of the label.

πŸ”–

Item ID

The COST-001 style ID in large amber text β€” readable at a glance without scanning.

πŸ”²

QR Code

Scans to the item's public detail page β€” category, condition, location, and photos.

πŸ“

Location

If a location is set, it appears on the label below the category.

Location Container Labels

In the Locations tab, each location has its own πŸ–¨ QR Label button. The container label shows the location name, short code in large type, current item count, and a QR code. Print one for every bin, closet, and rack.

πŸ’‘
Use a Brother label printer or any label maker that accepts 4Γ—6" prints. Many teachers print full-sheet labels and laminate them to the outside of plastic totes.

Print All QR Codes at Once

In Reports, click Print All QR to generate a printable sheet with QR labels for your entire inventory β€” useful at the start of a season or after a major acquisition.

Pro feature to post

Backstage Exchange

Browse items from other programs. List your own for rent, sale, or free loan. Keep the community's resources in circulation.

ℹ️
Free plan users can browse the Exchange but cannot post items or send requests. A Pro or District plan is required to list items and initiate contact with other programs.

Joining Backstage Exchange

1

Click Backstage Exchange in the sidebar

Pro and District users see a join screen on their first visit explaining exactly what gets shared and what stays private.

2

Review the privacy disclosure

Only items you explicitly mark as For Rent, For Sale, For Loan, or Rent or Sale appear in the Exchange. Your other inventory, messages, and financial data are never visible to other programs.

3

Click "Join Backstage Exchange"

You're in immediately. Your listed items become visible to other Theatre4u programs right away.

⚠️
Important: Marking an item "For Rent" in inventory does not automatically make it visible to other programs. You must also join Backstage Exchange. If you see this reminder in the item form, visit the Exchange in the sidebar to join.

Listing Your Items

Open any item in Inventory and edit it. Under Backstage Exchange, change the listing status:

StatusWhat it means
Not ListedPrivate β€” only visible to your organization
For RentAvailable weekly at your set price
For SaleAvailable to purchase outright
Rent or SaleEither arrangement welcome
For LoanFree loan with optional deposit; set the loan period in weeks

Requesting an Item from Another Program

1

Browse the Exchange and find an item

Use search and category filters to find what you need.

2

Click "Request"

Opens a form showing the item details, rental price or sale price, and a message field.

3

Choose dates and add a message

Specify the dates you need the item and any relevant details about your production.

4

Submit the request

The item owner receives an email notification and can approve or decline from their Requests page.

5

Arrange payment directly with the owner

Theatre4uβ„’ records the agreed price β€” but cash payment happens directly between your organizations outside of Theatre4uβ„’. Use a school check, Venmo, invoice, or whatever you both agree on.

⚠️ Theatre4uβ„’ does not process, collect, or guarantee payments between organizations. Both parties are responsible for completing payment as agreed.

Leaving Backstage Exchange

You can leave Backstage Exchange at any time from the Exchange page or from Profile β†’ Settings. Your items will immediately stop appearing to other programs. Your inventory and data are unaffected.

Managing Requests

Handle incoming requests for your items and track outgoing requests you've made.

Handling an Incoming Request (Owner)

1

You receive an email notification

When someone requests one of your items, you get an email from [email protected] with the details.

2

Open Requests in the sidebar

The red badge shows how many pending requests are waiting.

3

Review and Approve or Decline

Click the request to see full details. Approve to accept β€” the requester is notified immediately. Decline with an optional reason if you're unavailable.

4

Mark as Returned when done

When the item comes back, click Mark Returned. This completes the transaction and updates the item's availability calendar.

Messages

Real-time chat with other programs about items and transactions.

Every approved request opens a conversation thread automatically between your program and the requester. You can also start a conversation directly from any item in Backstage Exchange by clicking Message.

⚑

Real-time

Messages appear instantly β€” no need to refresh.

πŸ””

Email Notifications

You'll receive an email when you get a new message while offline.

πŸ”’

Unread Badge

The sidebar shows a badge with your unread message count.

Community Board

A shared space for theatre programs to connect β€” post shows, auditions, resource shares, and more.

ℹ️
The Community Board is opt-in. Visit the Community section and click Join to participate. Your program name and city will appear on posts you make. Your inventory remains completely private.

Post Types

TypeUse for
🎬 Upcoming ShowShare production dates, venue, ticket links
🎀 Audition NoticeSeeking cast or crew members
πŸ“Έ Production PhotosShare photos from recent shows (up to 6 images)
πŸ” Item WantedLooking for a specific prop, costume, or piece of equipment
🀝 Resource ShareOffering resources, tips, templates, or useful materials to other programs
πŸ“’ AnnouncementNews, updates, or anything else your community should know

Making a Post

1

Click Community in the sidebar

If you haven't joined yet, you'll see the join screen first.

2

Click "+ Share Something"

The gold button at the top of the Community Board.

3

Choose a post type and fill in the details

Add a title, body, and any photos. Your program name and city appear automatically on the post.

πŸ“
Make sure your city is set in Profile for proximity sorting to work. Programs near you appear first in the board.

Filtering by Region

Use the state/region dropdown at the top of the Community Board to filter posts by geography. "Nearby" shows programs within your proximity. You can also filter by post type to see only Audition Notices, Item Wanted posts, or Resource Shares.

Productions

Track which items are assigned to which show. Build a production library over time.

🎭

Create a Production

Go to Productions and click New Production. Add the show name, dates, and notes.

πŸ“¦

Assign Items

Link inventory items to a production β€” build a prop list, costume list, or full equipment manifest for each show.

πŸ“

Production History

Past productions stay in the system. Useful when remounting a show or tracking what you've produced.

Reports

Analyze your inventory and export data in a format you can actually use.

πŸ“ˆ

Category Breakdown

Item counts and estimated value by category β€” good for grant applications and end-of-year reports.

πŸ“‹

Condition Report

See how much of your inventory is New, Good, Fair, or Poor β€” helps prioritize purchasing decisions.

πŸͺ

Market Status

How many items are listed, what's for rent vs. sale vs. loan.

⬇️

Export CSV

Download your full inventory as a spreadsheet. Opens in Excel or Google Sheets. Includes all fields: name, category, condition, location, ID, and more.

πŸ–¨οΈ

Print All QR

Generates a printable sheet of QR labels for your entire inventory.

Pro feature

Funding Tracker

Track grants, district allocations, booster income, and expenditures β€” for any funding source, any state.

πŸ“‹
Note: Theatre4u's Funding Tracker helps you organize and report data for your own records. Consult your district's business office for compliance determinations specific to your funding sources.

Setting Up a Funding Source

1

Go to Funding in the sidebar

Available on Pro and District plans.

2

Click "Add Funding Source"

Choose the type: Grant, District Allocation, Booster/Fundraising, Earned Income, Donation, or Other.

3

Enter the funding details

Amount awarded, fiscal year, and any notes. The tracker builds a running total of available vs. spent funds as you log purchases.

Logging Expenditures

For each purchase, click Add Expenditure on a funding source. Enter the vendor, amount, date, category (Instruction, Equipment, Supplies, etc.), and a description. The tracker updates your remaining balance automatically.

πŸ’‘
Log purchases the same day you make them β€” it takes about 30 seconds and eliminates the year-end scramble to reconstruct spending from receipts.

Migrating from Prop 28 Tracking

If you previously used Theatre4u's Prop 28 tracking tool, a migration option is available in the Prop 28 section of the sidebar. It moves your existing purchase records into the Funding Tracker as a Grant funding source. Your original data is preserved.

Mobile App

Add items by photo, scan QR codes, and check your inventory from anywhere β€” no App Store required.

Installing on iPhone

1

Open Safari on your iPhone

The mobile app requires Safari on iOS β€” Chrome and other browsers don't support installation on iPhone.

2

Go to theatre4u.org/app

Make sure you're logged in to your account.

3

Tap the Share button

The box-with-arrow icon at the bottom of Safari's toolbar.

4

Tap "Add to Home Screen"

Scroll down in the share sheet if you don't see it immediately. Tap Add to confirm.

5

Open from your home screen

The Theatre4uβ„’ icon appears on your home screen. Tap it to open the app in full-screen mode β€” no browser chrome, no address bar.

Installing on Android

1

Open Chrome on your Android device

Go to theatre4u.org/app.

2

Tap the three-dot menu

Upper right corner of Chrome.

3

Tap "Add to Home Screen" or "Install App"

Android may show a banner automatically if you visit the page a few times. Either tap the banner or use the menu option.

What's in the Mobile App

🏠

Home

Recent items, quick stats, and fast access to your most-used actions.

πŸ“¦

Items

Full inventory list with search. Tap any item to view or edit details.

βž•

Add Item

Gold FAB button β€” tap to add a new item. Snap a photo directly from your phone's camera.

πŸ’°

Funding

Log expenditures and check balances on the go β€” available on Pro plan.

πŸ“·
The iPhone Camera app and standard Android camera read Theatre4u QR codes without any extra app. Scanning an item's label opens its detail page directly in your browser.
District plan

District Administration

Manage multiple school theatre programs from one account.

Inviting Schools to Your District

1

Go to District in the sidebar

Available on the District plan. Shows all linked school accounts.

2

Click "Invite School"

Enter the teacher's email address. They receive an invite link.

3

School accepts the invite

When they click the link, their Theatre4u account is linked to your district. Their inventory and data remain theirs β€” you gain view access.

Switching Between Schools

In the District dashboard, click any school name to switch into that school's context. The inventory, reports, and funding views all switch to show that school's data. Click "Back to District" to return to the district overview.

CSV Import

Already have an inventory spreadsheet? Upload it directly.

Importing from a Spreadsheet

1

Prepare your spreadsheet

Export as CSV from Excel or Google Sheets. Column headers don't need to match exactly β€” the importer will map them for you.

2

Go to Inventory and click the import button

The CSV import option is in the Inventory toolbar.

3

Map your columns

The importer detects columns and suggests mappings. Review and confirm before importing. Common columns: Name, Category, Condition, Quantity, Location, Notes.

4

Review and import

A preview shows the first few rows. Click Import to load everything. Item IDs are assigned automatically to all imported items.

πŸ’‘ Items imported via CSV also receive COST-001 style IDs automatically β€” no manual entry needed.

Team Sharing β€” Students & Staff

Invite students and staff to help manage inventory. Three role levels give you precise control over what they can do.

🎭
You stay in control. Team members log in with their own accounts but see your program's inventory. You can change their role or remove them at any time from Profile β†’ Team.

The Three Roles

RoleWho it's forWhat they can do
πŸ“‹ Stage Manager Senior students, tech directors, co-directors Add, edit, and delete items Β· Upload photos Β· Access Funding Tracker Β· View Backstage Exchange and Community Board Β· View Messages and Requests
πŸ”§ Crew Students helping catalog or move inventory Add and edit items Β· Upload photos Β· QR lookup β€” cannot delete items or access financial features
🎟 House Students who need read-only access, parents, volunteers View and search inventory Β· Look up items by QR scan β€” cannot add, edit, or delete anything
ℹ️
Team members never see financial data (funding tracker, payment details), Reports, District admin, or Settings. Only the director/owner sees those.

Inviting Someone to Your Team

1

Go to Profile β†’ Team

In the sidebar, click Profile then scroll to the Team section.

2

Choose how to invite

Two options: Email Invite β€” enter their email and choose a role, they get a direct link. Join Code β€” generates a short code like ABC-123 you can share via text or post in your drama room.

πŸ’‘ The Join Code is great for inviting a whole group at once β€” post it on your classroom board or in a group chat. It stays active until you revoke it.
3

They visit theatre4u.org/join

They enter the code or click the email link, create a free account, and are immediately added to your team with the role you assigned.

4

They log in to Theatre4u

They sign in at theatre4u.org normally. The app automatically shows your program's inventory with their role applied. A banner at the top shows them which program they're managing and what role they have.

Managing Your Team

πŸ”„

Change Roles

Promote a Crew member to Stage Manager (or vice versa) at any time from the Team list. Takes effect on their next page load.

❌

Remove Members

Remove anyone from the team instantly. They lose access immediately β€” their account still exists but no longer sees your inventory.

πŸ”

Reset Join Code

If a join code is shared too broadly, generate a new one. Old code stops working immediately.

πŸ‘

See Who's Active

The Team list shows all current members, their roles, and when they joined.

Suggested Uses by Role

TaskBest role
Photographing and cataloging new items after a showπŸ“‹ Stage Manager or πŸ”§ Crew
Strike inventory β€” checking items back inπŸ“‹ Stage Manager or πŸ”§ Crew
Printing QR labels and tagging storage binsπŸ”§ Crew
Looking up whether a costume is in stock🎟 House
Parent or volunteer checking availability🎟 House
Managing rentals and Exchange listingsπŸ“‹ Stage Manager
Co-director or tech director β€” full inventory managementπŸ“‹ Stage Manager

Plans & Pricing

Start free. Upgrade when you're ready.

FeatureFreeProDistrict
Inventory itemsUp to 50UnlimitedUnlimited
QR labels & photosβœ“βœ“βœ“
Storage Locationsβœ“βœ“βœ“
Item IDs (COST-001)βœ“βœ“βœ“
Productions trackingβœ“βœ“βœ“
CSV import & exportβœ“βœ“βœ“
Browse Backstage Exchangeβœ“βœ“βœ“
Post to Backstage Exchangeβ€”βœ“βœ“
Funding Trackerβ€”βœ“βœ“
Community Boardβ€”βœ“βœ“
Mobile Appβ€”βœ“βœ“
Multi-school managementβ€”β€”βœ“
District dashboardβ€”β€”βœ“

Pro is $12/month or $120/year. District is $49/month or $500/year. Leading Players in the beta program have free access for the duration of the beta period.

Frequently Asked Questions

Can I use Theatre4u without upgrading to Pro?β€Ί
Yes. The free plan lets you catalog up to 50 items, use storage locations, print QR labels, run reports, and browse Backstage Exchange. To post items to the Exchange, access the Funding Tracker, or use the Community Board, you'll need a Pro plan.
What is the COST-001 number on my items?β€Ί
That's the item's display ID β€” a human-readable identifier assigned automatically when an item is added. The prefix tells you the category (COST = Costume, PROP = Prop, LITE = Lighting, etc.) and the number is sequential within that category for your organization. It appears on item cards, the detail view, QR labels, and table view, and is searchable. You don't need to manage these β€” they're assigned automatically.
My item is marked For Rent but it's not showing in Backstage Exchange. Why?β€Ί
Marking an item For Rent in your inventory doesn't automatically post it to Backstage Exchange. You need to join Backstage Exchange separately β€” click Backstage Exchange in the sidebar and click Join. Once you've joined, all your For Rent, For Sale, For Loan, and Rent or Sale items become visible to other programs. If you see a yellow warning when editing an item, that's the reminder.
How does payment work between programs?β€Ί
Theatre4uβ„’ records and communicates the agreed price β€” but does not process cash payments between organizations.

When your request is approved, the agreed amount is logged and visible to both parties. Payment happens directly between your organizations outside of Theatre4u β€” by school check, Venmo, PayPal, invoice, or any method you both agree on. Coordinate in the Messages thread attached to each request.

Both parties are responsible for completing payment as agreed. Theatre4u is not liable for non-payment between organizations.
Is the mobile app available in the App Store?β€Ί
Not currently. The mobile experience is a Progressive Web App (PWA) β€” install it directly from your browser by going to theatre4u.org/app and using "Add to Home Screen" (Safari on iPhone, Chrome on Android). It works like a native app β€” full screen, home screen icon, no browser chrome. An App Store version is planned for after the beta period.
Can I use the Funding Tracker for any type of funding?β€Ί
Yes β€” it works for any funding source: grants, district allocations, booster clubs, earned income (ticket sales), donations, or anything else. It's not specific to any state or program type. All data is private to your account. If you have existing Prop 28 data in Theatre4u, a migration tool moves it into the Funding Tracker automatically.
Can multiple people at my school use the same account?β€Ί
Yes β€” you can share login credentials with co-directors or tech directors. Theatre4u also supports team member roles: Stage Manager (add/edit items, access Funding Tracker and Exchange), Crew (add/edit items only), and House (view-only). Invite team members from Profile β†’ Team.
How do I set up storage locations for my bins and closets?β€Ί
Go to Inventory and click the πŸ“¦ Locations tab in the view toggle. Click "Add Location" and give it a name and optional short code (e.g. SC1 for Storage Container 1). Print a QR label for each container and stick it on the bin. When adding items, select a location from the dropdown to link them structurally.
What image formats can I upload for item photos?β€Ί
JPG, PNG, GIF, and WebP are all supported. Photos are automatically compressed and resized for fast loading.
How do I get my school's IT department to whitelist Theatre4u emails?β€Ί
Ask your IT administrator to whitelist the domain theatre4u.org and the sending address [email protected]. Emails are sent via Resend using the domain theatre4u.org. If invite emails aren't arriving, this is almost always the cause.
Can students use Theatre4u to help with inventory?β€Ί
Yes β€” this is one of the most practical uses of Theatre4u. Invite students as Crew to help photograph and catalog items during strike or season prep. Give Stage Managers broader access to add, edit, and delete items. House role works for students or parents who just need view-only access to look things up. All managed from Profile β†’ Team.
What's the difference between a Join Code and an Email Invite?β€Ί
An Email Invite sends a direct link to one person at a specific role β€” best for tech directors or co-directors. A Join Code is a short code like ABC-123 that multiple people can use β€” best for inviting a whole stage crew. Post it in your group chat or on your classroom board. You can revoke it anytime.
Can team members see my funding data or billing?β€Ί
No. Team members (Stage Manager, Crew, House) never see the Funding Tracker, Reports, Settings, billing information, or District admin. Only the account owner β€” the director β€” has access to those sections.
🎭

Still have questions?

Email us at [email protected] and we'll get back to you within one business day.

Contact Support