'Direct Records' relate to your business or organisation, meaning that you can store information such as addresses and contact details using records

'Indirect Records' relate to third parties, such as schools or other organisations that you work with. you can store their information using records.

You can access this by going to the 'Records' tab located on the left hand side of the app, which is split up into Direct, Schools, and Organisations. When a record is entered in “Schools”, It can be chosen as a participant's school when their profile is being created.

When a record is selected in the booking type of a project, all of the information related to it, such as the contact and delivery address, will be found in the records page.

To create a new record, click on “+ Create new” on the top right, and fill in the required fields.

To edit an existing Record, either click the yellow “Edit” icon, or click on the name of the Record.

The details tab is where basic information, such as the name and email address, is entered.

You can also change the status of the record, meaning that you have the option to move it from being a Direct record, to a School, or Organisation record.

If you make any changes within any of these tabs, make sure to click on “Save”.

In the 'Addresses' tab, you can enter a new address related to this record. Any addresses entered here, will appear as an option in the “Delivery Address” field within the block of a project, which is where you are delivering the sessions.

The delivery address is what will appear to customers on the booking site.

To add a new address, click the “+ Create New” button.

Select the type of address that this is, whether that be Delivery, Billing or Other, then fill in the required fields. Once this is done, click on “Save”.

Any addresses associated with this record will appear on this tab.

Schools are added and edited in the exact same way as Organisations.