Documentation & Tutorials

How to use Theatre4u™

Step-by-step guides for every feature — inventory, Backstage Exchange, community board, Theatre Credits, Funding Tracker, and more.

Jump to a topic
Start here

Getting Started

Set up your account, create your profile, and add your first item — in under 10 minutes.

1

Create Your Account

1

Go to theatre4u.org

Click Get Started Free on the landing page. Enter your email address and create a password.

2

Enter your organization name

This is the name other programs will see in Backstage Exchange — use your school or theatre program's full name (e.g. "Lincoln High Drama Dept.").

3

Confirm your email

Check your inbox for a confirmation email from [email protected]. Click the link to activate your account.

💡 Check your spam folder if you don't see it within 2 minutes.
4

You're in!

You'll land on the Dashboard. Your account starts on the free plan — you can explore inventory and basic features immediately.

2

Set Up Your Profile

Your profile is visible to other programs in Backstage Exchange. A complete profile builds trust and makes collaboration easier.

1

Click Profile in the sidebar

Find the Profile link at the bottom of the left sidebar navigation.

2

Fill in your details

Add your organization type (School, Community Theatre, College, etc.), city, phone, and a short bio about your program. More information = more trust from other programs.

3

Save your changes

Click Save Profile. Your profile is now live and visible to other Theatre4u™ members.

🪙
Once you're on a Pro plan, you'll automatically receive 25 welcome credits — enough to cover half the cost of your first rental from another program.
Core feature

Managing Your Inventory

Catalog everything your program owns — costumes, props, lighting, sound, sets, and more.

Adding an Item

1

Click the + Add Item button

Find this in the top-right of the Inventory page, or use the gold button on the Dashboard.

2

Enter the item name

Be specific — instead of "Dress" use "Victorian Ball Gown — Blue, Size M". This makes it searchable by other programs in Backstage Exchange.

3

Choose a category

Pick from Costumes, Props, Sets & Scenery, Lighting, Sound Equipment, Scripts & Music, Makeup & Wigs, Stage Furniture, Fabrics & Drapes, Tools & Hardware, Special Effects, or Other.

4

Set condition, size, and quantity

Condition options: New, Excellent, Good, Fair, Poor, For Parts. Be honest — inaccurate condition leads to disputes when items are exchanged.

5

Add photos (highly recommended)

Upload up to 5 photos per item. Items with photos receive significantly more Exchange requests. Drag photos from your computer or tap to browse.

📸 After 10 items with photos, you earn 50 Stage Points automatically.
6

Set availability and location

Location is where the item physically lives (e.g. "Costume Closet B", "Scene Shop"). Availability status helps you track what's in use.

7

Set Backstage Exchange status (optional)

Choose Not Listed, For Rent, For Sale, Rent or Sale, or For Loan. If listing, enter the price. See the Backstage Exchange section for more detail.

Searching & Filtering

🔍

Search Bar

Search by item name, location, notes, or tags. Results update instantly as you type.

🏷️

Category Filter

Filter by any of the 12 categories using the dropdown in the filter bar.

📊

Availability Filter

View only In Stock, Checked Out, In Use, or other availability states.

🏪

Market Filter

Filter to see only items listed for rent, sale, or loan.

📋

Grid or Table

Switch between card grid (visual) and table view (data-dense) using the toggle.

🏷️

Tags

Add custom tags to items (e.g. "period", "combat", "outdoor") and search by them.

Editing & Deleting Items

1

Open an item

Click any item card to open its detail view.

2

Click Edit

The edit form opens with all current values pre-filled. Make your changes and click Save.

3

To delete

Click the Delete button in the item detail view. You'll be asked to confirm. Deletion is permanent.

⚠️ Deleting an item also removes it from any Productions it's assigned to.
Pro feature

Backstage Exchange

Share your items with other theatre programs — for rent, sale, or free loan.

ℹ️
Browsing Backstage Exchange is available to all plans. Posting items and sending requests requires a Pro plan or higher.
💳
Payment Policy: Theatre4u™ records agreed prices and facilitates communication between programs — but does not process, collect, or hold cash payments. All cash payments are made directly between organizations outside of Theatre4u™. Both parties agree to arrange payment independently.

Listing an Item

Any item in your inventory can be posted to Backstage Exchange. Edit the item and change its Exchange Status — you control exactly which items are shared.

StatusWhat it meansFields required
Not ListedOnly visible to youNone
For RentOther programs can request to borrow it for a weekly feeRental price per week
For SaleYou're selling the item outrightSale price
Rent or SaleRequester can choose which they wantBoth prices
For LoanFree to borrow — no chargeOptional deposit & loan period
🪙
Listing items For Loan is one of the best ways to earn Theatre Credits, even if you never charge cash for your items.

Browsing & Requesting Items

1

Open Backstage Exchange

Click Backstage Exchange in the sidebar. You'll see all items posted by other programs that are In Stock and available.

2

Filter by category, type, or proximity

Use the filter bar to narrow by category or listing type (Rent / Loan / Sale). If you've set your location in Profile, you can filter by distance.

3

Click an item to request it

Click the item card, then click Request Item. Select your dates, quantity, and write a message to the owner explaining your production and needs.

4

Apply Stage Points (optional)

If you have Stage Points, a gold toggle appears in the request form — apply up to 50% of the rental cost. The remainder is paid directly to the owner.

5

Wait for approval

The owner receives an email notification and approves or declines your request. You'll be notified when they respond.

6

Arrange payment directly with the owner

Theatre4u™ records the agreed price and facilitates the agreement — but cash payment is made directly between your organizations outside of Theatre4u™. Use a school check, Venmo, invoice, or whatever you both agree on. Coordinate payment details in the Messages thread.

⚠️ Theatre4u™ does not process, collect, or guarantee payments between organizations. Both parties are responsible for completing payment as agreed.

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. Click Requests to see all incoming and outgoing requests.

3

Review the request

Check the dates, quantity, message from the requester, and agreed price. Click the request to see full details.

4

Approve or Decline

Click Approve to accept. The requester is notified and the dates are blocked on the item's calendar. Click Decline (and optionally provide a reason) to reject it.

5

Mark as Returned when done

When the item comes back, click Mark Returned. This completes the transaction, updates the item's availability, and triggers Theatre Credit earning for you.

🪙 Credits are only awarded after you mark an item as Returned.

Messages

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

Every time a request is approved, a conversation thread opens 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 — no need to refresh the page.

🔔

Email Notifications

If you're not online, you'll receive an email when you get a new message.

🔢

Unread Badge

The sidebar shows a red badge with the count of unread messages.

Pro & District feature

Stage Points

Stage Points are Theatre4u's built-in reward system. Earn points by building your inventory, sharing items with other programs, and completing Exchange transactions. Spend them to reduce the cost of rentals — or save up for a free month of Pro.

🪙
Every Pro and District account starts with 25 Stage Points automatically. 1 point = $0.01 · 1,500 points = one free Pro month · Points expire after 12 months · Maximum 5,000 points per account.

How to Earn Stage Points

Onboarding Milestones — one-time, awarded automatically

ActionPointsNotes
🎉 Create Pro or District account+25Welcome bonus, automatic
✅ Complete your profile+25Add name, location, bio, and email
📦 Add 10 inventory items+25One-time catalog milestone
📸 Add 25 items with photos+50Quality catalog milestone
🏪 List your first Exchange item+15Any item listed For Rent, Sale, or Loan
📨 Send your first Exchange request+10Your first request to another program
👥 Invite a team member+15Per team member who signs in
👋 Refer another program+50Per program that creates an account

Exchange Activity — earned per transaction

Item CategoryLoan Points EarnedRental Points
💡 Lighting / 🔊 Sound+50 pts+1 pt per $1
of rental price
🏛️ Sets & Scenery+40 pts
👗 Costumes+25 pts
🎭 Props / 🪑 Furniture / ✨ Effects+20 pts
🧵 Fabrics / 💄 Makeup & Wigs+15 pts
📜 Scripts / 🔧 Tools+10 pts
📦 Other+15 pts
🤝 Both the loaning program AND the requesting program earn points when a loan is completed. Lending is always rewarded.

How to Spend Stage Points

🛒

Exchange Discount

Apply up to 50% of the rental or purchase price using your points. 1 point = $0.01 off. Toggle appears automatically in the request form when you have points available.

🎟️

Free Pro Month

Redeem 1,500 points for one free month of Pro ($15 value). Navigate to Stage Points in the sidebar to redeem. Points are deducted immediately.

1

Open a rental or purchase request

Go to Backstage Exchange and click on any item listed For Rent or For Sale.

2

Toggle "Apply Stage Points"

A gold toggle appears if you have points. Enable it to see the discount applied — up to 50% of the price.

3

Submit your request

The remaining cash balance (after points) is paid directly to the item owner. Theatre4u does not handle the cash transaction.

💡 Points are deducted when the request is submitted, not when it's accepted.
💳
Payment note: Stage Points reduce the agreed price on your request. The remaining cash balance is paid directly to the item owner outside of Theatre4u.

The Loan Economy — Give & Receive

Loaning items is completely free for the requesting program — and both programs earn points when the loan is completed. List your items For Loan and build a stockpile of points to spend when you need costumes, lighting, or sound gear for your own productions.

🤝
Example: You loan a set of LED par cans (Lighting = 50 pts) to a nearby school. When they mark it returned, both your program and theirs earn 50 Stage Points. One loan = up to $1.00 in future discounts for each of you.

Points awarded for loans are based on the item's category, not its value. High-value categories like Lighting and Sound earn the most because they're the hardest to access and most valuable to share.

Frequently Asked Questions

Do points expire?
Yes — points expire 12 months after they are earned. Each batch of points tracks its own expiry date. Your maximum balance is 5,000 points at any time.
Can I transfer points to another program?
No. Stage Points are tied to your organization account and cannot be transferred, gifted, or cashed out.
What happens to my points if I cancel Pro?
Your points are frozen — not lost — while your subscription is inactive. They are restored when you resubscribe, as long as they haven't expired.
When exactly are loan points awarded?
Points are awarded when the item owner marks the request as Returned. Both the loaning program and the borrowing program receive points at that moment.
Can free-tier accounts earn points?
Stage Points are a Pro and District feature. Upgrade to Pro to start earning and spending points.

QR Labels

Every item gets a unique QR code. Print it, stick it on the item or bin, and scan it instantly from any phone.

1

Open any item's detail view

Click an item in Inventory. Scroll down to the QR Code section.

2

Print or download the QR label

Click Print to open a print-ready page, or Save to download the PNG image.

3

Attach it to the item or storage bin

Print on label paper and stick directly on costume bags, prop boxes, or equipment cases.

4

Scan to look up any item instantly

Use the Scan tab in the mobile app, or go to Inventory → QR Lookup (the scan icon). Point your camera at the label and the item opens immediately.

In Reports, click Print All QR Labels to generate a single printable page with labels for every item in your inventory — perfect for labeling day.

Backstage Team

You can invite other people to help manage your program's inventory — costume directors, student stage managers, parent volunteers, and more. Each person gets their own login with a role that controls what they can do.

Backstage Roles

Role What They Can Do
🎬 DirectorFull access — the account owner
📋 Stage ManagerAdd, edit, delete items · Funding Tracker · Backstage Exchange · Community
🔧 CrewAdd and edit items · Upload photos
🎟 HouseView and look up items only — read-only

Inviting Someone by Email

  1. Go to Settings → Your Backstage Team.
  2. Enter their email, choose a role, and click Send Invite.
  3. Copy the invite link and send it to them.
  4. They click the link, create a free account, and are added to your team automatically.

Join Code — For Groups & Students

For larger groups, a join code is faster than individual email invites.

  1. Go to Settings → Your Backstage Team.
  2. Click Generate Join Code. A code like WHS-4K2 appears.
  3. Share it via group text, write it on the whiteboard, or post the QR code in your space.
  4. Students go to theatre4u.org/join, enter the code, and are placed in your inventory as Crew.

Join codes expire after 30 days. Generate a new one each semester.

Managing Your Team

In Settings → Your Backstage Team you can change a member's role with the dropdown, or remove them with the × button. Only the Director can manage team members.

Productions

Create a show, assign items from your inventory, and track what's needed for each production.

1

Click Productions in the sidebar

Then click New Production.

2

Enter show details

Name your production, enter the show title, opening and closing dates, and choose a color for the calendar.

3

Add items to the production

Open the production, then click Add Item. Search your inventory and select items, setting how many are needed and their status (Planning, Confirmed, Acquired).

4

Track status through the run

Update item statuses as you acquire them. See at a glance what's confirmed and what you still need.

5

Request missing items from Backstage Exchange

If you need an item you don't own, browse Backstage Exchange — other programs may have exactly what you need.

Pro feature

Reports

Analyze your inventory data and export it in formats ready for board reports, insurance, and CDE submissions.

📋

Category Breakdown

See how many items and their estimated value across all 12 categories.

🔧

Condition Report

See the distribution of New, Excellent, Good, Fair, Poor items — useful for grant applications.

📦

Availability Report

How many items are In Stock vs. Checked Out, In Use, or Being Repaired.

🏪

Backstage Exchange Summary

How many items are posted for rent, sale, or loan vs. kept private.

📥

Export CSV

Download your entire inventory as a CSV — compatible with Excel, Google Sheets, and CDE templates.

🔲

Print All QR Labels

One click generates a printable page with QR labels for every single item.

Pro

Funding Tracker

Track every funding source your program receives — grants, district allocations, booster funds, earned income, and donations. Log expenditures against each source and export for your records.

ℹ️
The Funding Tracker is private to your account — nothing is ever shared externally. All data is for your own tracking and reporting purposes.

Adding a Funding Source

1

Open Funding Tracker in the sidebar

Click 💰 Funding Tracker. You'll land on the Funding Sources tab.

2

Click + Add Funding Source

Give the source a name (e.g. "Spring Grant 2025"), choose a type — Grant, District Allocation, Earned Income, Donation, Booster/PTA, or Other.

3

Enter the total amount

Add the total amount allocated, the funder name, and fiscal year. Start and end dates are optional but helpful for multi-year grants.

4

Save — the source appears in your tracker

A progress bar shows spending vs. allocation as you log expenditures against it.

Logging Expenditures

1

Go to the Expenditures tab

Click + Add Expenditure. You must have at least one active funding source before logging spending.

2

Select the funding source

Choose which source this purchase is charged against.

3

Fill in the details

Description (required), amount (required), date, category, and vendor. Save — it appears in your log and updates the source's progress bar.

Reports & Export

The By Source tab gives a breakdown of spending per funding source — total spent, remaining balance, and a category breakdown. Click Export CSV to download a full expenditure report for your records.

💡
The progress bar on each source turns red when you've spent over 90% of the allocation — an early warning before you go over budget.
Pro feature

Mobile App

Full inventory management from your phone — designed for backstage use.

Installing the App on iPhone

1

Open Safari on your iPhone

The app must be opened in Safari (not Chrome) to install as a home screen app on iPhone. Everything works in Chrome — only the home screen installation requires Safari.

2

Go to theatre4u.org/app

Log in with your same Theatre4u credentials.

3

Tap the Share button

The Share button is the box with an arrow at the bottom of Safari (⎙).

4

Tap "Add to Home Screen"

Scroll down in the share sheet. Name it "Theatre4u" and tap Add. The app icon appears on your home screen and opens full-screen with no browser bar.

Installing on Android

1

Open Chrome on your Android phone

2

Go to theatre4u.org/app and log in

3

Tap ⋮ → Add to Home Screen

Chrome may also show an automatic install banner at the bottom of the screen.

Mobile App Features

📷

Photo Capture

Take photos with your phone camera and add them to items instantly.

🔲

QR Labels

Every item gets a printable QR label. Use your iPhone Camera app to scan it — tap the notification to open the item instantly.

Quick Add

Add new items in 3 taps — photo first, then name, category, and condition.

💰

Funding Tracker

Log expenditures from anywhere — syncs instantly to your web dashboard.

District plan

District Management

Manage multiple schools from one account, share inventory across your district, and view all programs from a central dashboard.

1

Upgrade to District plan

Go to Profile → Upgrade. The District plan covers up to 6 school sites.

2

Click District in the sidebar

Your District dashboard shows all schools, their item counts, and status.

3

Invite schools

Click Invite School, enter the drama director's email and their school name. They receive an invitation email with a link that auto-connects their account to your district.

4

Browse any school's inventory

Click any school in the district list to view their full inventory. Use the "← Back to District" button to return.

5

Shared Backstage Exchange

All schools in the district can see and request items from each other — no extra setup required.

CSV Import

Bulk-upload your existing inventory spreadsheet to Theatre4u in minutes.

Preparing Your CSV

The easiest approach is to click Download Template in the CSV import screen — it creates a pre-formatted CSV with all the right column headers.

Required column: Name

Optional columns:

ColumnAccepted values
Categorycostumes, props, sets, lighting, sound, scripts, makeup, furniture, fabrics, tools, effects, other
ConditionNew, Excellent, Good, Fair, Poor, For Parts
SizeXS, S, M, L, XL, XXL, One Size, N/A
QtyAny whole number
LocationAny text (e.g. "Costume Closet A")
AvailabilityIn Stock, In Use, Checked Out, Being Repaired, Lost, Retired
MarketNot Listed, For Rent, For Sale, Rent or Sale, For Loan
RentDollar amount (e.g. 25.00)
SaleDollar amount
TagsComma or semicolon-separated (e.g. "period;formal;blue")
Image URLPublic Google Drive or Dropbox share link, or direct image URL
NotesAny text

Adding Photos via Google Drive

1

Upload photos to Google Drive

Create a folder called "Theatre4u Photos" and upload your item photos there.

2

Set sharing to "Anyone with the link"

Right-click the photo → Share → Change to "Anyone with the link" → Copy link.

⚠️ Photos that are not set to "Anyone with the link" will not display in Theatre4u.
3

Paste the link in the Image URL column

Theatre4u™ automatically converts Google Drive share links to the correct embeddable format. Dropbox share links also work.

Plans & Pricing

Inventory · Backstage Exchange · Community — choose the plan that fits your program.

FeatureFreePro — $15/moDistrict — $49/mo
Inventory itemsUp to 25UnlimitedUnlimited
Photos per itemUp to 5Up to 5Up to 5
QR labels
Backstage Exchange✓ Full access✓ Full access
Messaging
Productions tracking
Reports & CSV export
Theatre Credits
Funding Tracker
Mobile app
CSV import
School sites11Up to 6
District dashboard

Frequently Asked Questions

Can I use Theatre4u without upgrading to Pro?
Yes. The free plan lets you catalog up to 50 items, create productions, print QR labels, and browse Backstage Exchange. To post items to Backstage Exchange or send requests to other programs, you'll need a Pro plan.
How does payment work between programs?
Theatre4u™ records and communicates the agreed price — but does not process cash payments between organizations.

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

If credits were applied: The credit portion reduces the agreed price on the request. The remaining cash balance is still paid directly to the item owner. For example: a $100 rental with 50 credits applied = $50 cash owed to the owner, paid outside Theatre4u.

Both parties are responsible for completing payment as agreed. Theatre4u is not liable for non-payment between organizations.
What happens to my credits if I cancel my Pro subscription?
Your credits are frozen — they don't disappear, but you can't earn or spend them while on the free plan. They're restored the moment you re-subscribe. If you close your account entirely, credits are permanently forfeited.
Is the mobile app available in the App Store?
Not currently. The mobile app is a Progressive Web App (PWA) — you install it directly from your browser by going to theatre4u.org/app and using "Add to Home Screen". It functions exactly like a native app with no App Store required.
Can I use the Funding Tracker for any type of funding?
Yes — the Funding Tracker works for any funding source: grants, district allocations, booster clubs, earned income, donations, or anything else. It's not specific to any state or program type. All data is private to your account.
Can multiple people at my school use the same account?
Yes — you can share your login credentials with co-directors, tech directors, or costume managers. One account represents one organization. If you need separate logins for each person, that's on our roadmap for a future update.
What image formats can I upload for item photos?
JPG, PNG, GIF, and WebP are all supported. Photos are automatically compressed and resized to ensure fast loading. Maximum 5 photos per item. You can also link to publicly-shared Google Drive or Dropbox images via the Image URL field in CSV import.
How do I get my school's IT department to whitelist Theatre4u emails?
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.
🎭

Still have questions?

We're here to help. Send us a message and we'll get back to you within one business day.

Contact Us →