Managing Multi Tiered Accounts

What are Multi-Tiered Accounts?
Also known as Parent > Child accounts, these are accounts that are linked to one another for special pricing purposes but operate as separate entities when it comes to some aspect of their business. Reasons might include franchises, staff management, or billing process. When making the decision to create the account as multi-tiered, there are a number of considerations to be made.

  • Who is responsible for payment?
  • Who is responsible for staff?
  • Is the organisation franchised?
  • Is there an overarching Training Agreement?
  • How large is the overarching organisation?
  • Are they centrally invoiced?
  • Do they have multiple sites?
  • Does each site manage their own bookings?
  • Is the organisation managed centrally, or does each site have some form of autonomy?

Based on the answers to these questions you may make the determination that the accounts should sit in a tiered structure. If this occurs you will need to either create new accounts(s) (url link) – or update the Parent Account field of the existing Child Account (url link)

It is possible to have multiple tiers of accounts (e.g. CFS State > CFS Region 1 > CFS Clare)

Making one account the Child of another:

  1. Use the Update an Account (URL Link) to update the Parent Account field

 

Viewing all accounts in an associated hierarchy

If you want to see the current account structure please see instructions below.

  • This guide assumes you have completed a search and accessed an existing account. If this is not the case please search for the account (URL Link) first

Click on the Hierarchy button

 

View the full hierarchy