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Creating an Organization Customer Type

Organization types allow the ability to create a customer profile for a company, club or other business entity. These profiles will be primarily used for the booking feature.

Creating a New Organization:

From the top drop down menu, press "Customers" and then Create.

    1. Select the Customer Type "Organization".
    2. Fill out the Organization's Name, Phone, and Email address and press "Next".
    3. Select a primary Location for this Organization.
    4. You can add more information to the account such as address and a primary contact person.
    5. Click "Save" when finished.
    6. Once the Organization has been created you can now upload files such as Contracts or Agreements using the "Files" button on the left hand side.

 

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