Where to find the page
While the organization is not a master organization, open Account → Settings → Organizations. You need to be allowed to edit the organization. Once it is a master organization, Organizations sits at the top of the sidebar and no longer under Settings.Setup
1
Turn it into a master organization
The empty page says Manage several locations in one place. Click Turn into master organization.
2
Add an organization
Click Add organization. The list shows your organizations. The hint above it reads: “Pick one of your organizations. Its booking page then appears as a location on yours.”Greyed out are This organization, an organization marked Managed by, and a Master organization. Pick an available organization and confirm with Add organization.You can only add organizations you are allowed to edit.
3
Locations on the booking page
The Locations tab appears once at least one added organization is Live. Under Account → Settings → General, in the Booking page group, you control it with Show locations on booking page. The switch starts on. Save with Save.Under Default tab on booking page you can set Locations as the first tab.
The list
Until you add an organization, the page says No organizations yet.
A click on the row opens that organization’s admin in a new tab. You manage that location’s bookings, customers and invoices there.
On the row you find:
- Booking page opens the organization’s booking page.
- Remove from master organization only drops the link. The organization stays, and it disappears from the locations on your booking page.
What customers see
On the master organization’s booking page the tab is called Locations. Above the list it says Choose your location. Each entry leads to that organization’s booking page. Organizations with the status Inactive are missing there. If a location has coordinates, a map also appears on desktop. Public resources of the sub-organizations can also appear on the Resources tab of the master booking page. Plans, booking bundles, discount codes and booking codes of the master organization also apply on the sub-organization’s booking page. The code can exist only once in the group.When your organization is managed
The page then shows Managed by and the master organization’s name. Turn into master organization is not there. If you belong to the master organization, you open its admin. The button starts with Open and names the master organization. Otherwise you see View booking page when its booking page is live. You set up a shared floor plan separately. That is covered in Maps & Interactive Floor Plans.What lives in which organization
No. Today the lists show only the direct records of the organization you are in. That is the same for Bookings, Customers, Invoices and the other lists. A column that names the organization does not exist yet. You open the sub-organization’s records from its row under Organizations. The plan is to extend these lists to the sub-organizations. An organization column will be added, so you can filter and tell the records apart.
Admins belong to the organization you invite them to. You invite them under Account → Admin users. A person with the Super Admin role in the master organization also manages a sub-organization once you invite them there. Someone who is an admin only in the sub-organization has no access to the master organization and does not see it in the organization switcher.
FAQ
Can a master organization sit under another one?
Can a master organization sit under another one?
No. The chain has one level. A master organization cannot be added, and a managed organization cannot itself be turned into a master organization.
Why can an organization not be added?
Why can an organization not be added?
In the list it is greyed out when it is this organization, when it is already managed, or when it is itself a master organization. anny also refuses the add when a voucher or pass code exists in both organizations. The code has to be unique in the group.
Does removing delete the organization?
Does removing delete the organization?
No. It is no longer managed by this master organization, and it disappears from the locations on the booking page.
Does the master organization see every booking, customer and invoice?
Does the master organization see every booking, customer and invoice?
No. Today all of these lists show only the direct records of the organization you are in. For the sub-organization, open its admin via Organizations. The plan is to extend the lists and add an organization column, so you can filter and tell the records apart.
Why is a location missing on the booking page?
Why is a location missing on the booking page?
The Locations tab only shows organizations with the status Live. Also check Show locations on booking page under General → Booking page, and save with Save.