An Organization is a client account: a school, a district, a sports league, a church, a company. It holds the people you deal with there, the addresses where you work, the terms you have agreed, and every Subject Group, job, session, invoice, and file connected to that client. Organizations are also your prospect list; a lead is simply an organization in an early stage.

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Think of Organizations as your CRM. If a school calls, its organization page should answer who your contact is, what is scheduled, what has been invoiced, and what documents have been signed.

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Creating an organization

  1. Open Organizations in the left navigation and click New Organization.
  2. Enter the Name.
  3. Choose a Category: School for accounts whose subjects sign in with last name and Student ID, Commercial for accounts that sign in with email and password.
  4. Select a Stage to place the account in your pipeline, and an Account Manager.
  5. Add at least one Contact and one Location. Both can also be added afterward from their tabs.
  6. Click Save.

Every other setting has a working default. For a description of each one, see Settings Reference.

Have many organizations to add? Load them from a spreadsheet instead: Importing Organizations.

After saving

  1. Add contacts and give portal access to the person who fields parent questions. Contacts
  2. Set billing details if you will invoice the organization: Stripe Customer Email and Tax Exempt. Billing
  3. Set policies if the contract has its own no-show or reschedule terms; otherwise leave them on Default. Scheduling Policies
  4. Create Subject Groups for each program you will photograph. Subject Groups
  5. Upload the logo so families see the school's branding. Logos

The organization page

Once saved, the organization has Edit and Delete buttons and tabs for Schedule, Subject Groups, Subjects, Sessions, Contacts, Locations, Custom Fields, Billing, Tasks, Expenses, Teams, Notifications, Files, Forms, Notes, and History. See Managing & Deleting Organizations for the list page, bulk actions, and deletion.

Organizations and Subject Groups