Companies is a guest relationship management feature that allows venues to handle company bookings. This includes:
- Creating company profiles including company details such as legal business numbers
- Adding/creating company bookings to the one profile
- Allocating multiple email contacts to the company
- Assigning one primary contact
- Assigning one billing contact
Find companies in Venue Manager
From Venue Manage, go to Guests > Companies
On the Companies page, search by Name and Email or select from the list of companies with the following columns of information (these are customisable in Column Settings):
- Image
- Company name
- Company code
- Contact number
- Total spend
Click the more button to 'View' or 'Delete Company'
Create a company
From main navigation, select 'Companies' and click on 'Create Company'
If you are already on the 'Companies' page, you can click on the '+Create company' button
On the Create company page, you will need to fill out the following details, anything with an asterisk (*) is mandatory:
- Upload image - this is optional, once uploaded, you can drag crop marks to crop as desired and click Save to set the image
- Primary Contact details:
First name*
Last name*
Email*
Mobile - Company details:
ABN
Tax identification number
Contact number*
Fax
Website
Address
City
State
Postal code
Country
Click 'Save' to create the company and it will take you back to the Companies page
View/edit company
Selecting View will allow the ability to:
- Edit the Company record (click Save to make changes live)
- View the Activity Stream - record any actions made against the record
- View Bookings and Contacts attached to the Company
- Add Contact or New Booking
Add contact
Under one company, you can have multiple contacts
Click +Add Contact, a pop-up modal will appear prompting to add Email, Phone number and the guest name (First and last name). If the record already exists as a guest, you can select it from the dropdown and it'll prefill with the stored details
Click the more button to either:
- View the contact
- Set as Primary
- Set as Billing
- Remove
Please note that there can only be one primary and one billing contact, they can be the same contact or two separate contacts. Whilst a contact has either status, it cannot be removed
New booking
From the company, click +New Booking and it'll create a new booking prefilled with the company and primary contact's details. Follow the steps from this article to finalise the booking
Delete company
If you select to Delete company, a popup modal will appear asking for confirmation. Click 'Delete Company' to proceed or 'Cancel' if a mistake was made. Please note this action is not reversible
