Adding clients to an organization

  • Updated on May 22, 2025
  • 1 minute(s) read
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Clients can be added to an organisation when you have the Organisation in focus, or when you have the Client in focus. This article outlines both those scenarios and also how to set up a client to be an organisation admin which allows them to create new clients, and make purchases and bookings for clients belonging to the selected organisation.

Adding clients to an organisation

Steps

  1. Navigate to the Clients menu

  2. Select Organisations from the side menu

  3. Click the Associated Clients tab


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  1. Click Find and associate an existing client

    1. If the Client does not already exist, click Add a new client (and ensure you send them a login link by clicking the Send Login Email link under their email address if you want them to be able to access their account)

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  1. To find an existing client, enter the client details and click Search

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  1. Select the client. You will be taken to the Client Profile

  2. Under the Organisation section, select the Organisation from the drop down and click Save

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Adding clients to an organisation from the Client Profile

Steps

  1. Navigate to the Clients menu

  2. Enter the client details

  3. Click Search

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  1. Select the Client

  2. Under the Organisation section, select the Organisation from the drop down and click Save

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Setting up an organisation admin

Steps

  1. Go to the relevant client that you want to allow admin access to

  2. Check the Organisation Admin field to allow access

    1. If it says that this client doesn’t have a login account, ensure you send them a login link by clicking the Send Login Email link under their email address as they will need to log in to be able to make purchases and bookings on behalf of their organisation.

  3. Click Save


  1. When the admin user logs in, they are now able to:

    1. Add new clients to the organisation by clicking on the Add New Client image and completing the details

    2. Book in any existing clients belonging to that organisation using the Book buttons

    3. Make any purchases on behalf of the organisation. e.g. purchase a package of vouchers, which they can then transfer to the client that they should be allocated to.