Suite Accounts are used to associate a company or organization with a Suite they own or booked for the year. You can add multiple Customers to a Suite Account so that different customers may use the Suite for different events.
Table of Contents
Overview
Create and manage your suite accounts with ease. The Suite Accounts tab displays all of the important information about your suite accounts in one place.
Suite accounts are managed and created by navigating to Premium > Account.
To create a new Suite Account click Create.
Suite Account Details
Fill out the Suite Account Details:
- Suite Account Name - Name of the suite account
- Default Suite - Preferred suite (used as a default when booking)
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Owner - Name of the suite owner
- The owner of the Suite Account will be able to log into the OCPO Portal and view and place orders at ALL Suites associated with their Suite Account
- If there is no owner assigned to the Suite Account and there are multiple customers associated with the account, each customer that logs into the OCPO Portal will only see the Suite they booked
- Primary Contact - Primary contact of the suite
- Billing Address - Billing address
- Account Notes - Notes for the suite account
Order Settings
Scroll down to fill in the Order Settings:
- Surcharge - Default surcharges for this account
- Gratuity - Default gratuity for this account
- Menus - Any default menus available to this account
Order Settings can be changed per event.
Customers
Suite Accounts can have multiple associated Customers. To add a new customer click Add Customer.
Customer Details include:
- Name - Name of the customer
- Email - Contact email for the customer (if using an OCPO website, this is the customer's username to log in and place a preorder)
- Phone - Contact phone number for the customer
When editing an existing customer, you will be able to provide the following details:
- Password - Password that customer will use to log in to the online customer portal
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Card(s) on File - Customer will need to have a card on file to be able to view a menu and place a preorder through the online customer portal.
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