Account Types and Hierarchy

Account types help you classify and organise your accounts so you can easily filter and find the organisations you need. You can also link accounts in a parent/child hierarchy to represent organisational structures.

Getting There

To manage account types and related classification settings:

Settings > Accounts > Types

Note: You need the Edit settings permission to manage account types and other classification settings.

Key Concepts

Account Types

Account types are customisable labels you assign to accounts to classify them. An account can have multiple types at the same time — for example, an organisation might be both a "Client" and a "Venue".

Types appear as a multi-select dropdown when creating or editing an account, and are displayed in the Type column on the accounts list.

Built-in Category Flags

In addition to your custom types, accounts have built-in category flags that power the main navigation tabs:

Client — Appears in the Clients tab on the accounts list
Supplier — Appears in the Suppliers tab on the accounts list
Venue — Marks the account as a venue (enables the Venue Events tab on the account dashboard)

These flags work alongside your custom types. For example, you might flag an account as a "Supplier" and also assign it a custom type of "AV Equipment" for more specific classification.

Managing Account Types

Viewing Types

Go to Settings > Accounts > Types to see all your configured account types.

Creating a Type

Go to Settings > Accounts > Types
Click Create
Enter the type name
Click Save

The new type will immediately be available in the type dropdown on all account forms.

Editing a Type

Go to Settings > Accounts > Types
Click the type you want to rename
Update the name
Click Save

Note: Renaming a type updates it everywhere — all accounts that had the old type name will now show the new name.

Deleting a Type

Go to Settings > Accounts > Types
Click the type you want to remove
Click Delete

Warning: Deleting a type removes it from all accounts that currently have it assigned. This does not delete the accounts themselves.

Other Classification Settings

Beyond types, there are several other ways to classify accounts:

Industry Types

Industry types let you categorise accounts by their business sector (e.g. "Technology", "Healthcare", "Education"). Industry types support a hierarchical structure, so you can create parent and child industry types for more granular classification.

Manage industry types at Settings > Accounts > Industry Types.

Sources

Sources track how you acquired an account — for example, "Website", "Referral", "Trade Show", or "Cold Call". Sources also support a hierarchical structure.

Manage sources at Settings > Accounts > Sources.

Mediums

Mediums record the marketing channel through which an account was acquired — for example, "Email", "Social Media", or "Direct".

Manage mediums at Settings > Accounts > Mediums.

Supplier Types

Supplier types classify what kind of supplier an account is — for example, "AV", "Catering", "Lighting", or "Staging". These are shared with the cost types used in event budgeting, so the same categories appear in both places.

Note: Depending on your settings, selecting a supplier type may be required when creating a supplier account.

Account Hierarchy

Accounts can be organised into parent/child relationships to represent organisational structures.

How It Works

Any account can be set as a parent of another account
An account with a parent is called a sub-account
There is no limit to the number of sub-accounts a parent can have
Sub-accounts cannot themselves be selected as parent accounts (this prevents circular references)

Setting Up a Hierarchy

When creating or editing an account:

Find the Parent account field
Use the search to find and select the parent account
Click Save

The relationship will be visible on both accounts' dashboards:

The child account shows a Parent account card with a link to the parent

The parent account shows a Sub-accounts card listing all its children

Use Cases

Account hierarchy is useful for representing:

A head office with regional branches
A parent company with subsidiary brands
A venue group with individual venue locations
A corporate client with multiple departments

Removing a Parent Link

To remove an account from a hierarchy:

Edit the sub-account
Clear the Parent account field
Click Save

The account will become a standalone account again.

Using Types for Filtering

Once your accounts are classified, you can take advantage of types throughout the application:

Accounts list — Filter by type using the type dropdown in the filters panel
Type tabs — Switch between All, Clients, and Suppliers views
Reports — Filter reports by account type
Exports — Exported account data includes the type column

Tips & Best Practices

Tip: Keep your type list manageable. A small number of clear, distinct types is easier to work with than a long list of overlapping categories.

Tip: Use industry types for sector-level classification and account types for relationship-level classification. For example, "Client" is a type (your relationship with them) while "Healthcare" is an industry type (what they do).

Tip: Sources and mediums are valuable for tracking where your business comes from. Consistently filling these in when creating accounts helps with reporting.