Create Locations
Any organization-owned facilities should be added first. This will allow events to be scheduled and facilities to be made available for rent (if desired).
Path: Operate -> Manage Locations
1. Navigate to Location Management
- Start from the main Dashboard.
- Click the central icon labeled Operate Menu.
- Select Location Management from the bottom-left of the menu options.
- Click on Location List to view your current organization hierarchy.
2. Create a Top-Level Location
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Click the green Add Top Level Location button in the top right corner.
Enter Details:
- Name: Type the main facility name.
- Abbr: The system may auto-generate an abbreviation, or you can type one.
- Address: Fill in Address Line, City, State, and Zip Code.
- Click Save Location. The new facility will appear in your main list.
3. Create a Sub-Location
- Find the parent location in the list.
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Click the Plus (+) icon to the right of that location's name.
Enter Details:
- Name: Type the specific room or area name.
- Address: This will usually default to the parent location's address.
- Click Save Location. These areas will now appear nested under the main facility.
4. Create Nested Sub-Locations
- Find a sub-location you just created in the list.
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Click the Plus (+) icon specifically next to that sub-location.
Enter Details:
- Name: Type the specific subdivision.
- Click Save Location. This allows you to organize specific amenities within a larger room.