---
title: "Create and manage companies in Venue Manager"
slug: "create-and-manage-companies-and-contacts-from-venue-manager"
tags: ["Setup"]
updated: 2026-06-16T15:51:49Z
published: 2026-06-16T15:51:49Z
canonical: "mysupport.roller.software/create-and-manage-companies-and-contacts-from-venue-manager"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and manage companies in Venue Manager

Companies make it easy to manage group bookings for organizations like schools or businesses by keeping all details in one place. With a company profile, you can store tax identification numbers, add and manage bookings under a single record, allocate multiple contacts and assign primary or billing roles. This saves time, keeps records accurate, supports tax-exempt bookings with linked tax IDs, and ensures that communication reaches the right people.

> [!NOTE]
> The [permission](/v1/docs/permissions-by-feature-and-role) **Can manage companies** is required to create, edit and delete companies. The administrator, manager and booking manager system roles have this permission by default.

[Embedded content](https://fast.wistia.com/embed/iframe/wht2qox17a)

## Find a company

1. From Venue Manager, go to **Guests** > **Companies.**
2. Search by **Name** and **Email.**
3. Select the **options** **menu** (3 dots) to view the company details.

## Create a company

> [!NOTE]
> Companies must be created before they can be added to a booking. You cannot create a company from within the booking flow — only select one that already exists.

1. From Venue Manager, go to **Companies,** then select **Create company.**
2. Fill out the following details. Anything with an asterisk (*) is mandatory (you won't be able to add the contact until completed):
  - **Upload image (optional):** Once uploaded, you can drag crop marks to crop as desired, then select **Save** to set the image
  - **Primary contact details:**
    - First name*
    - Last name*
    - Email*
    - Mobile
  - **Company details:**
    - ABN
    - Tax identification number (important for [managing tax exemptions](/v1/docs/how-do-i-apply-a-tax-exemption-to-a-booking))
    - Contact number*
    - Fax
    - Website
    - Address
    - City
    - State
    - Postal code
    - Country
3. Select **Save.**

## Manage companies

- **Edit the company record:** Update details at any time. Select **Save** to confirm changes.
- **View the activity stream:** A running history of any actions taken, making it easy to track changes and keep a historic record of company interactions.
- **View bookings and contacts:** Quickly see all bookings and people linked to the company.
- **Add contacts:** Create or link multiple contacts under a single company profile, so communication is always tied to the right person.
- **Create a booking:** Select **New booking** to create a booking prefilled with the company and primary contact details.

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/13597151896079.png)

## Add a contact

Each company can have multiple contacts.

1. Select **Add Contact** in the top right of the company page.
2. A pop-up modal will prompt you to add:

If the person already exists in the system as a guest, you can select them from the dropdown to prefill their stored details.
  - Email
  - Phone number
  - Full name (first and last name)

Once added, select the **options menu (3 dots)** for a contact to:

- View their details
- Set as **primary contact**
- Set as **billing contact**
- Remove the contact (only if they are not set as primary or billing)

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/13597037019919.png)

Once added, you can select the **options menu** (3 dots) for a contact to:

- View the contact's details
- Set as the primary contact
- Set as the billing contact
- Remove the contact

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/13597009917071.png)

There can only be one primary and one billing contact. They can be the same contact or two separate contacts. When a contact has either status, it cannot be removed

## Create a new company booking

From the company page, select **New booking,** and it will create a new booking prefilled with the company and primary contact details.

See the guide [Create and manage bookings](/v1/docs/create-and-manage-bookings-from-venue-manager) to finalize the booking.

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/13597009918095.png)

## Delete a company

1. From Venue Manager, go to **Guests** > **Companies**.
2. For the company you want to delete, select the **options** **menu** (3 dots)
3. Select **Delete company.**
4. A confirmation pop-up will appear. To proceed, select **Delete company** again. This action is permanent and cannot be undone.

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/13597037021327.png)

## Related

- [Create your online checkout](/create-your-online-checkout.md)
- [Training checklist](/training-checklist.md)
- [Assign guest flags and receive banned guest alerts](/guest-flags-and-banned-guest-alerts.md)
- [Add the overlay checkout experience to your website](/add-the-overlay-checkout-experience-to-your-website.md)
- [How do I apply a tax exemption to a booking?](/how-do-i-apply-a-tax-exemption-to-a-booking.md)