| Address Tab | |
|---|---|
| Organisation Documents Tab | |
| Organisation Roles Tab | |
| Members Tab | |
| Main Tab | |
| Setting | Details |
| Name | The name of the Organisation |
| Type | Used to define the Type of Organisation |
| Options: Company, Registered Charity, Community Group, School | |
| The contact email address for this Organisation | |
| Telephone | The contact telephone number for this Organisation |
| Fax | The contact fax number for this Organisation |
| Mobile Telephone | The contact mobile number for this Organisation |
| Telephone Other | An alternate contact number for this Organisation |
| Allow Invoicing | Used in conjunction with Sage200 |
| Members | Displays all Members currently assigned to this Organisation |
| Link Existing | Used to find existing Users on the system and add them to this Organisation |
| Organisation Roles | Displays all Roles currently linked to this Organisation |
| Link Existing | Used to find existing Roles on the system and link them to this Organisation |
| Add Organisation Documents | Upload and assign a new Document to this Organisation |
| Organisation Documents | Displays all Roles currently linked to this Organisation |
| Link Existing | Used to find existing Roles on the system and link them to this Organisation |
| Address Details | USed to provide details of the address of the Organisation |
Adding a new Organisation Member
To add a new Member to an Organisation:
- The Member must first be set up on the booking system with a user account (see Creating Users for more details).
- Go to the Members Tab for the relevant Organisation.
- Use the "Find Members by..." search box in the top right of the Members table to find the Member.
- Click "Link Existing"
Adding a new Organisation Document
To add a new Member to an Organisation:
- Go to the Documents Tab for the relevant Organisation.
- Click " Add Organisation Document"
- Provide a Name for this document to be listed as within the system.
- If you wish this document to be visible to all Organisation Members, tick the checkbox.
- Attatch the Document using the File box on the screen.
- Click "Save and Close"