Create company profiles

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 Manager, 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
• Email
• Contact number
• Total spend

Select the options menu (3 dots) to View or Delete Company.

 

Create a company

From Venue Manager, go to Companies and select Create Company.

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

Select Save to create the company and it will take you back to the Companies page

 

Manage companies

From the companies page you can:

• 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

Select Add Contact in the top right of the page. 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 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