A Center represents a physical location where your organization operates. Some organizations may have two or more locations. In this case, it is recommended that you have separate centers for each location as the operation and working with HostedSuite software is seamless, focused, and easy to manage.
Note: If you need to create a new center, please contact our support team.
Key Components:
A center handles multiple areas of the organization, including:
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Clients: Each center can have multiple clients or organizations.
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Contacts: Each client will have its employees or contacts.
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Facilities: Manage meeting rooms and services.
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Billing and Reports: Manage bills and services for your clients.
You'll have resources provided to you to fully utilize managing a center in HostedSuite.
Updating Center Information:
Centers are managed in HostedSuite in the Centers under the Organization menu. You'll be able to update or modify any information about your center.
Center Details:
A centralized location where you can manage all settings and information for your center.
General:
| Field | Description |
|---|---|
| Name | Specify the name of the center with the location and business name (e.g., New York Financial Center). |
| Time Zone | Set the time zone of the center for scheduling functionality. |
| Support Email Address | Specify the email address for client support. |
| Default Contract | Set the default contract for collections of services with predefined pricing. |
| Member Contract | Pre-configured contract for subscribed members. |
| Non-member Contract | Pre-configured contract for non-subscribed members. |
| External Account ID | Use for billing purposes, specifying the client's email address for billing or reports. |
| Override Console URL | Add a custom URL to override the default console URL. |
| Business Hours | Manage operating hours, default business hours, weekend policy, holiday policy, etc. |
| Email Signatures | Specify the email signature attached to outgoing emails generated for this center. |
Address:
The address where the center is located.
Scheduling:
In the scheduling section, you can configure various settings related to service reservations, booking procedures, and cancellation policies. Here are the available settings:
| Setting | Description |
|---|---|
| Booking Interval | Specifies the interval for reservations, ensuring bookings are made in predefined increments (e.g., 15 minutes). |
| After Hours Policy | Determines the action taken for reservations made outside of regular business hours. Options include pending approval. |
| Cancellation Policy | Defines the policy applied when a client requests to cancel a reservation. |
| Booking Window | Controls the minimum timeframe required between the booking date and the reservation date. Prevents last-minute reservations. |
| Unassigned Meeting Room | Specifies actions and notifications related to unassigned meeting rooms. |
| Room Unavailable Message | Allows customization of the notification message displayed when an unavailable room is selected for booking. |
| Require Client for Reservations | Determines whether client information is mandatory for making reservations. |
| Reservation Custom Fields | Enables the addition of custom fields for collecting specific client information during the reservation process. |
Billing:
Manage billing details and reporting.
| Setting | Description |
|---|---|
| Invoice Logo | Upload a logo to be displayed on invoices. |
| Tax Number | Enter the tax identification number for your center. |
| Starting Invoice Number | Specify the initial number for automatically generated invoices. |
| Default Invoice Message | Set a default message to appear on all invoices. |
| Require Quantity on All Charges | Specify whether quantity information is mandatory for all charges on invoices. |
| Invoice Address | Provide the billing address to be displayed on invoices. |
| Standard Rates | Define standard rates for rooms or services offered by your center. |
| Standard Allowances | Set standard allowances based on regular rates for rooms or services provided by your center. |
Phones:
Set up the phone numbers of your center.
Emails:
Set email addresses used by your center.
| Setting | Description |
|---|---|
| Default Email Subject | Add a default subject to be added to your emails. |
| Reply to Email Address | Set a reply-to email address. |
| Email Notification Subject | Set a standard subject for all email notifications you receive through HostedSuite. |
| Server | Set your incoming and outgoing email servers. |
Feel free to customize and manage your center efficiently using the provided resources in HostedSuite.