Organisation Contact - Global view of a companies information (Contacts, bookings & accounts)

By linking a contact to their organisation, you can see all of the bookings and accounts linked to that contacts organisation

Viewing an Organisations' contacts

1. Login as Admin

2. Open contacts and select a contact (student, org rep or organisation)

   linked to an organisation

3. While on the contact file, scroll up

Outcome:

You can see all the members linked to this contact due to all being linked to the same company

Viewing the organisations bookings

1. Login as admin and open contacts

2. Search and select an organisation

3. Navigate to the bookings tab

Outcome:

You can see all of the bookings related to that organisation

This is a useful feature when you have multiple bookers (org reps) in the one organisation.

View organisations overall accounts/transactions

1. Like above, login as admin open an organisation contact

2. Navigate to the accounts tab

Outcome:

• You can view all transactions related to that organisation in 1 place

• IF the booking was made against the organisation (not the booker) you can make payments here also.

A transaction sits against the booker (not the organisation) - they are just visible on the organisation*

*Unless you have added on ‘super booker’ add on - in this case admin have the option to bill to an organisation, not a booker.