Organisation Settings

About Organisation Roles


Roles allow you to provide a limited set of permissions for members of an Organisation

Setting Details
Main Tab
Name The name of the Organisation
Type Used to define the Type of Organisation
Options: Company, Registered Charity, Community Group, School
Email 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 Tab
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 Tab
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
Organisation Documents Tab
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 Tab
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:

  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"

Page last modified: March 07, 2019