Before you start
- You need the admin, operations or finance role to add or change an organization. With any other role the rows are not clickable and there is no Add organization button.
Find the cinema
1
Open Organizations
Click Organizations in the CRM section of the sidebar.
2
Search before you add
Type part of the cinema name, town or postal code in the search box. Use the filters in the toolbar to narrow by type or region. See Find and filter.
Add a cinema
1
Start a new organization
Click Add organization. A panel opens with the title New contact.
2
Fill in the Overview tab
Internal name is required. Set Contact type to Cinema, choose the Region (D-CH, F-CH or I-CH) and enter the Location, which is the town. Add Legal name and Name addition if the invoice needs them. Use Group if the cinema belongs to a cinema chain and Tags for your own labels.
3
Add contacts and address
On the Contacts tab, enter the general, programming and invoice emails, the phone numbers, and the Street, Postal code, City and Canton.
4
Create it
Click Create contact. The panel closes and the cinema appears in the list.
The cinema has no screens yet. The Screens tab shows “Save the cinema first” until the cinema exists. Open the new cinema again to add them.
Fix an existing cinema
1
Open the cinema
Click its row in Organizations. The header shows its Name, Type, Region and Location. To change those four, use the edit button in the header, change the values, then save the header.
2
Correct the details
Use the tabs: Overview for names and notes, Contacts for emails, phones and the address, Invoicing for billing details, Venue & delivery for DCP and shipping locations, People for the people linked to the cinema.
3
Save
Click Save changes. The button briefly shows Saved.
Edit screens
1
Open the Screens tab
Open the cinema and click Screens.
2
Add or edit a screen
Under Add a screen, type the Name (for example Saal 1) and the Seats, then click Add screen. To change an existing screen, use its edit button.
3
Save the screens
Click Save screens. Discard drops your unsaved changes.
Mark a cinema Active or Not active
On the Overview tab of a cinema, use the Active switch. Switch it off when the cinema has closed or no longer exists. The panel then explains that existing Bookings, invoices and history stay, and that the cinema is not offered for new Bookings or matched in new imports. Switch it on again to reverse this.What you’ll see
The cinema appears in Organizations and in the cinema pickers of the Booking forms. Region labels show as D-CH, F-CH and I-CH everywhere. Colleagues who have the same cinema open see your changes within moments. See Live updates.If something looks wrong
Save fails with 'Invoicing details changed after this card was opened. Reload before saving.'
Save fails with 'Invoicing details changed after this card was opened. Reload before saving.'
Someone changed the billing details while your panel was open. Close the panel, reopen the cinema and make your change again.
Save fails with 'Open Invoicing and choose Edit invoicing details before changing protected billing information.'
Save fails with 'Open Invoicing and choose Edit invoicing details before changing protected billing information.'
You changed a billing field without unlocking it. Go to the Invoicing tab, click Edit invoicing details, then save.