Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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On this page
  • Adding a location
  • Details
  • Space
  • Billing
  • Lease
  • Files

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  1. Getting started

Location set up

Configuring key location details.

Adding a location

Location settings can be found in the Settings>Location section. You can add a location with the 'add' button located in this section.

Browse through the tabs filling out all relevant fields, some fields are related to other parts of the system as explained below.

Details

These are the key details of your location including name, where it's located and main contact details. Complete all relevant details for each location you are setting up.

Some of these details will appear in both Staff and Customer facing areas so ensure they are entered with care.

Space

These are more specific details related to your space.

  • WiFI ID and password will display on the customer portal for quick reference to logged in members.

  • Printer instructions, service list and map are intended to be links to a web page or hosted file that will also display on the customer portal as reference points for members.

Billing

Related to main billing details for the location.

  • Invoice REF is the short 2-3 letter reference to your location that appears in certain tables.

  • Sender email is the email invoices will come from for your customers

  • Sender Name is the name you would like your default/billing emails to be sent as.

Lease

A section to save related to leasing details for the location. (not essential, reference only) Reminders: You can set up reminders here for key dates related to your leasing agreement, so that you get a notification on key dates.

Files

An area to store any location related files you would like to keep as reference.

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Last updated 3 years ago

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