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Organizations are groups that must schedule facilities. Examples include adult confirmation, American Legion, the women's circle, prayer groups, the finance committee, and so on.

After you set up an organization in Facility Scheduler, you can schedule resources to use throughout the year for that organization.

Individuals are people who want to schedule facilities or those you want to make appointments with. Examples of individuals include Father Brown, Maintenance, and so on.

Adding an Organization or Individual

 To add an organization or individual
  1. On the Information tab, click Organizations & Individuals.
  2. At the top, click Add Org.
  3. Enter the organization or individual's name.
  4. Enter an abbreviation of the organization/individual's name.
  5. In the Priority field, enter a number that indicates the organization/individual's priority if a conflict occurs when scheduling.

    Useful Information

    The highest priority is 1, and the lowest priority is 9. If a conflict occurs when scheduling, select the organization that has higher priority.

  6. In the Remarks text box, enter information about the organization/individual, if necessary. 
  7. At the bottom of the window, enter the contact information for this organization/individual.
  8. Click Save.

Useful Information

You can also add new organizations during any scheduling process.

Adding Charges and Payments

 To add charges and payments for an organization
  1. On the Information tab, click Organizations & Individuals.
  2. Locate the organization record you want.
  3. In the navigation pane, click Charges & Payments.
  4. Complete the information fields, and enter the charge and payment details in the grid.
  5. Click Save.


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