Settings

Your organisation

Every row on Settings, Organisation: what it changes, its default, and who it is for.

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

The organisation is the thing that owns everything else: its name on every email, its address on every statement, its timezone under every booking. Most of it was answered at sign-up. The rest is housekeeping for the years that follow, when members drift away and the person in charge changes.

Your organisation

Name

What it does
What members see when they open Doris, and what goes on every email and statement. It is read-only here. The owner changes it by running the setup again from this page.
Default
What you entered at sign-up.
For
Every venue.
For example
  • A therapy practice. Riverside Counselling Centre.
  • A village hall. St Mary's Village Hall.

Address & contact

What it does
Your registered and venue addresses, phone, website and country. The address goes on statements. The country sets the currency prices are shown in.
Default
The country from sign-up; the rest blank.
For
Every venue that sends statements.
Part of
Owner only
For example
  • A village hall. The hall's address for the venue, the clerk's for the registered office.

Timezone

What it does
Where your venue is, so today and every reminder land at the right hour. Bookings keep their local times: a ten o'clock booking stays at ten. The daily digest, statements and calendar feeds follow the new zone.
Default
Taken from your browser when the organisation was created.
For
Every venue, once.
Part of
Owner only
Leave it alone if
It was right when you signed up.
For example
  • A co-working hub. A hub in Sydney keeps its diary in Sydney time.

Active membership

What it does
Pause members who have not booked for a while, and tidy them away later. A member with no bookings for the months you set shows an Inactive badge and cannot book until an admin wakes them up on their page. After a further 30 days they are removed from your organisation; mark anyone Keep always active to exempt them.
Default
Off. When on, 6 months without a booking.
For
Venues whose member list grows stale over the years.
Part of
Owner only
Leave it alone if
You would rather manage the list by hand.
For example
  • A village hall. Twelve months, so a summer-only hirer is still active when they return.

A call from the team

What it does
Whether one of the team may ring you to help you get set up. On, we may call the contact number in Address and contact to see how you are getting on; off, we will not ring. Your members are never called.
Default
Off, unless you ticked the box when you signed up.
For
Anyone who would like a hand getting set up.
Part of
Owner only
Leave it alone if
You would rather write to us. A reply to any of our emails reaches a person.
For example
  • A village hall. A new booking secretary asks for a call to move the paper diary across.

Who runs it

Ownership

What it does
Hand the organisation to another member. The new owner gets everything only an owner can do. You become an admin, or a member if the admin seats are full.
Default
The person who signed up.
For
Any venue where the person in charge changes.
Part of
Owner only
Leave it alone if
The owner is in place and active.
For example
  • A village hall. The outgoing chair hands over to the new booking secretary after the AGM.

Request ownership transfer

What it does
Ask Doris to transfer ownership when the owner has gone. I tell the current owner and review the request. You can withdraw it at any time.
Default
No request.
For
An admin whose owner has gone.
Leave it alone if
The owner is reachable; ask them instead.
For example
  • A village hall. The treasurer who left the parish without handing over.

Run setup again

What it does
Walk through every setting in order, with tips. Nothing is reset; each step shows what you have now. Only the owner can run it.
Default
Owner only, from this page.
For
A new administrator learning the settings.
Part of
Owner only
Leave it alone if
You know your way around Settings.
For example
  • A therapy practice. The new practice manager walks the setup once, reading each tip.
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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