Address Tab
Organisation Documents Tab
Organisation Roles Tab
Members Tab
Main Tab
SettingDetails
NameThe name of the Organisation
TypeUsed to define the Type of Organisation
Options: Company, Registered Charity, Community Group, School
EmailThe contact email address for this Organisation
TelephoneThe contact telephone number for this Organisation
FaxThe contact fax number for this Organisation
Mobile TelephoneThe contact mobile number for this Organisation
Telephone OtherAn alternate contact number for this Organisation
Allow InvoicingUsed in conjunction with Sage200
MembersDisplays all Members currently assigned to this Organisation
Link ExistingUsed to find existing Users on the system and add them to this Organisation
Organisation RolesDisplays all Roles currently linked to this Organisation
Link ExistingUsed to find existing Roles on the system and link them to this Organisation
Add Organisation DocumentsUpload and assign a new Document to this Organisation
Organisation DocumentsDisplays all Roles currently linked to this Organisation
Link ExistingUsed to find existing Roles on the system and link them to this Organisation
Address DetailsUSed to provide details of the address of the Organisation

Adding a new Organisation Member

To add a new Member to an Organisation:

  1. The Member must first be set up on the booking system with a user account (see Creating Users for more details).
  2. Go to the Members Tab for the relevant Organisation.
  3. Use the "Find Members by..." search box in the top right of the Members table to find the Member.
  4. Click "Link Existing"

Adding a new Organisation Document

To add a new Member to an Organisation:

  1. Go to the Documents Tab for the relevant Organisation.
  2. Click " Add Organisation Document"
  3. Provide a Name for this document to be listed as within the system.
  4. If you wish this document to be visible to all Organisation Members, tick the checkbox.
  5. Attatch the Document using the File box on the screen.
  6. Click "Save and Close"