Billing Groups

Creating and associating people with billing groups allows you to offer a different fee. You can also search on this group, send them specific marketing emails and identify how many are booked in, the amount of fees raised and the amount paid for each different group.

Add New Group

•        From Settings, click on ‘Billing Groups’
•        Click on ‘Add New Group’
•        Type in the name of the Group (you do not need to add a URL, this will be created automatically) and click ‘Confirm’

Edit Billing Groups

•        Click on the name of the group that you wish to edit
•        Click on ‘Edit’
•        Update the name and click ‘Confirm’ when edit is complete

Delete Billing Groups

You can only delete a group if there are no Billing Accounts associated it

•        Click on the name of the group that you wish to delete
•        Click on ‘Delete’
•        Click ‘Delete’ again to confirm