System Basics
Please review some of the system basics first using these links:
Take a tour of the Administrative Dashboard
Adding additional Administrative users to the system
Working with People records (Contacts > People)
Adding relationships between people
Correcting relationships
Setting up Facilities
Step 1: Add Buildings and Rooms
Step 2: Set up revenue budget codes
Step 3: Set up Rate Types
Step 4: Add Room Tags to Attach Rates to Rooms with Matching Tags
Step 5: Create Facility Room Rates
Step 6: Create Facility Equipment Rates
Step 7: Create Facility Personnel Rates
Step 8: Create Saved Adjustments (flat fees or credits)
Step 9: Create Event Blocks
Step 10: Create Organizations for Facility Accounts
Step 11: Add Members/Contacts to Organizations used for Facility Accounts
Step 12: Create Facility Accounts
Step 13: Create Questions Templates (optional)
Facility Requests and Checking Availability
Create a Facility Request
Adding Fees / Credits to Facility Requests
Create an Invoice for a Single Request
Check Availability
Mass Invoicing and Paperless Accounts
Reporting and Advanced Searches
Online Facility Request Default Status