![]()
Clients
Definition:
A Client represents the parent company or head office of a business that you provide services for.
Client contacts are typically based at the head office level and may oversee multiple associated sites.
Example:
If you provide services to a retail chain, the head office that manages all store locations would be set up as the Client.
Sites
Definition:
Sites are the individual service locations where your services are delivered. These are usually physical locations such as buildings, venues, offices, or warehouses, and are always linked to a Client.
Example:
Each individual store, office, or facility belonging to a client is set up as a separate Site.
If you are looking to create a site, refer to How to Add a Site
Contacts
Definition:
Contacts are the people you interact with across both Clients and Sites.
There are two types of contacts in Cerely:
- Client Contacts – Based at the head office or parent company level and may oversee multiple sites
- Site Contacts – Based at a specific location (e.g. Venue Manager or Duty Manager) and responsible for day-to-day operations at that site
Example:
A Head Office Operations Manager would be a Client Contact, while a Venue Manager working at a specific location would be a Site Contact.
If you are looking to add a contact for a specific location, refer to *********[How to Add a Site Contact](INSERT LINK).
Personnel
Definition:
Personnel refers to your operational workforce the individuals who deliver services on the ground.
This can include:
- Employees
- Independent contractors
- External Employees (Sub Contractors)
To learn more, refer to ********[How to Add Personnel](INSERT LINK).
Summary
By understanding these four key components; Clients, Sites, Contacts, and Personnel you will have a clear understanding of how information is organised within Cerely.
This structure allows you to:
- Manage clients and service locations effectively
- Assign the right personnel to the right sites
- Maintain accurate contact and communication records
- Streamline operations across your business