Feature Update (as of June 2025):
Notes: We’ve added the ability to create and manage notes within Organization-type customers. You can now add, edit, and delete notes for specific organization accounts, including special, medical, and normal notes. Each note type is color-coded for easy reference.
Tags: You can now assign customer tags directly to an organization profile, just like you would for individual customer records. These tags can be used to organize, filter, and apply logic throughout registration, reporting, and other workflows.
Overview
Organization types allow the ability to create a customer profile for a company, club or other business entity. These profiles will be primarily used for the booking feature.
How It Looks
Notes
Similar to a "Participant" customer account, an organization can also have Notes added to their profile. These include, Normal, Special, or Medical notes.
File Upload
Files, like contracts or agreements, can be uploaded using the "Upload File" feature.
Customer Tags
Tags allow you to categorize and organize your Organization profiles with custom labels, making it easier to manage registrations, communications, reporting, and more. Tags behave the same way for Organizations as they do for individual customers.
