The Facility Management functionality on Crossbar allows any facility owners to easily book, invoice and manage their facility reservations and events. This article covers the basic setup and function of the Facility Manager.

First, the Facility Manager is a feature enabled on individual sites. For any new facilities onboarded, our team will ensure this is set up for your site; for existing customers who are interested in the Facility Manager function, please reach out to help@crossbar.org, and our team is happy to talk through whether or not this might be a good fit for your organization.

Once enabled, setup begins on the Facility tab of the website, where the Facility is added and the Facility Manager is activated for that Facility:

*Note: You can add any number of Facilities to your list under the Dashboard > Facilities, but we recommend only activating Facility Manager for those Facilities you own and operate.

While adding the Facility, you'll also want to create Spaces and Subspaces of the Fields, Courts, Rinks, etc. that you manage for your Facility. Important to note that Spaces are required for the Facility Manager:

You can set the default rate, length, and event gap options for that space when it is created, or by going to that Space's settings at any time to change.

Once both the Facility and Space(s) are set up, then you'll want to set up the first Customer you'd like to book on your Facility under your Dashboard > Customers:

If your site will run Programs/Registration with Teams, then it is recommended to add your Organization name as the Customer. Crossbar support (or your onboarding contact) will help you create a connection for that Customer to any Teams built under the Registrations Dashboard of your site. If you rent to other organizations that use Crossbar, a direct connection to those sites can also be set up. Just reach out to help@crossbar.org for more information on completing that!

Ensuring you have an Account associated with your Customer is helpful for any customers you'd like to send direct invoices to and manage their payments through the site.

Once at least one Customer is established, you can head back to Dashboard > Facilities and choose the Scheduler tab which will open the Scheduling function of the Facility Manager. Here, you'll point and click on the time you'd like to reserve, as well as choose some additional options for how this page is viewed:

Once you have built your schedule of bookings, your Facility Schedule will show like this:

If you need to modify any bookings, you can click directly on that booking to adjust. You can also drag & drop that to a new time, then save.

To view a customer's bookings, you'll navigate to the Dashboard > Customers and choose here:

This brings you to a report, where you can pull a list of all Bookings for this Customer within a specific date range:

You can export the Bookings to CSV or select those Bookings you'd like to invoice for:

You can then Save & send that Invoice directly to your Customer:

To pay on an existing invoice, a Customer will log into their account on your site and navigate to Account > Billing:

They can also view or export a list of all of their bookings under Account > Bookings:

You can set up a Customer to be enabled to Self-Book your Facility; for more on that, please see the help page here!

For more support or to get started with Facility Management, please chat with us or reach out to help@crossbar.org, and we're happy to help!