Documentation ยท Booking
How To Manage Accounts In Booking
What this does
This guide explains the Accounts page in Booking.
That page is used when booking work needs to stay tied to the right customer account structure rather than only an individual contact.
What you can do from this page
- review existing account records
- search for the right account before creating or editing booking work
- confirm that bookings and jobs are being tied to the correct customer-side structure
Why this page matters
Account-level context matters when several bookings, jobs, contacts, or addresses belong under the same customer organization.
That same context can also matter later in Invoice, where billing may need to follow the same account structure.
Cross-app note
If the shared account record itself needs cleanup, some of that work may belong in CRM.
Use CRM: How to manage accounts in CRM when the wider customer record needs to stay consistent across the suite.
Main paths from this page
- To start booking work under the account, use Booking: How to add a booking.
- To review the customer side of the same record, use Booking: How to manage customers in Booking.
- To follow the account into billing, use Invoice: Invoice setup overview.