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Setting up your organisation

From sign-up to your first room, in about five minutes.

From bookwithdoris.com/guides/setting-up. Doris is the room booking diary for small organisations, and “I” on this sheet is her.

Before anyone can book a room I need to know four things: what you are called, when you are open, how your rooms are booked, and what the rooms are. The setup wizard asks for exactly those, in the order they depend on each other, and every answer lands in Settings, where you can change it later. About five minutes, and the owner can run it again whenever the answers change.

Create your account

Sign up with your name, email, and a password. Your account is secured by Clerk.

Create your account
Create your account

Verify your email

Doris emails you a six-digit code. Enter it and you’re through - no waiting around.

Verify your email
Verify your email

Name your organisation

This is what your members see when they open Doris. Say which country you’re in, which sets the currency, and tick the two boxes: the terms, and that you’re authorised to sign your organisation up. From here on, every step is a Settings screen in the order it makes sense to fill them in.

Name your organisation
Name your organisation

Set your opening hours

Open Weekly hours and set when each day opens and closes. Doris only offers times inside them. Closed dates and seasonal hours live on the same screen for whenever you need them.

Set your opening hours
Set your opening hours

Choose how bookings work

By the hour, in fixed slots, or by the session; how far ahead people can book; whether repeating bookings and approvals are on. Settle the style before you add rooms, because it decides what a room is and how it can be priced.

Booking rules
Booking rules

Add your rooms

Resources are the things people book: halls, rooms, desks, the kitchen. Name each one, set a capacity, add tags so members can filter. Twenty desks that only differ by number? Add several alike does the numbering for you.

Add your rooms
Add your rooms

Do you charge?

Say No and the two money steps step aside; they wait in Settings if that changes. Say Yes and Doris walks you through pricing in five short beats, each one explained as you go.

Do you charge for your rooms?
Do you charge for your rooms?

Your rate card

A rate card is a price list. Every organisation has one, the Default, and it lists every room with what each costs. Everyone starts on it, so for most venues it is the only card you need. The How pricing works guide has the whole picture.

Your rate card
Your rate card

Put a price on a room

A product is one way of paying for a room: by the hour, by the session, or by the day. Add one to each room you charge for and members see the price before they book. Beats three to five, who pays what, groups and plans, are explained on the spot and can be skipped.

Products and prices
Products and prices

You’re in

Your admin dashboard, with your week and your rooms laid out. Everything you entered lives in Settings, where you can change it at any time, and the owner can run the setup again from there. Next: add your members, there’s a guide for that too.

Your admin dashboard
Your admin dashboard
Ready to put Doris to work?

Let me take it from here.

Set up your rooms and add your team. Up to 28 days of everything, no card, and the free diary to keep after.

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