
You can now manage your business customers more easily with the new Organisations section in the admin dashboard. This first phase introduces a dedicated place to store company details, link contacts, and review all enrollments belonging to the same organisation.
Organisations are admin-only for now, with more improvements coming soon to support smoother workflows for corporate clients.
Manage organisations in one place - Create organisations manually or import them in bulk. Each organisation has its own details page where you can add notes, store system fields, and create custom fields that match your workflow.
View linked contacts and enrollments - Each organisation shows all contacts attached to it, along with every enrollment those contacts belong to. You can search, filter, export, or bulk email directly from the organisation page.
Use organisations across your dashboard - You can now show the organisation column in Contacts and Enrollments, filter by it, and jump quickly between related records.
Custom fields for organisations - Add and reorder custom organisation fields in Settings β Organisations. Use these fields to store any company-specific information you need.
Automatic linking (off by default) - Automatic linking can be enabled to link new or updated contacts to organisations based on email domain. This applies only to future updates and new contacts. Existing data will not change unless you import or update it manually.
Bulk import support - Import organisations through Settings β Imports. Map your fields, upload your spreadsheet, and populate your account quickly. If automatic linking is enabled, new contacts created later will link automatically when their domain matches.
Phase One is the foundation for a series of improvements focused on supporting business customers. Upcoming updates will include enhancements to make the booking and checkout experience smoother for corporate learners.
Visit the Organisations page in your admin dashboard to create your first organisation or import your existing companies in bulk.