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Businesses

The Businesses page is used to manage business profiles available in your account.

Access​

  1. Open Settings.
  2. Go to Businesses.
  3. Use New business to create a new profile.

What you see in the list​

  • business name;
  • whether you are owner or employee in that business;
  • phone;
  • email;
  • currency;
  • active status;
  • selected tag for the currently selected business.

Main actions​

  • Create a business (New business).
  • Edit an existing business (Edit).
  • Select the active business for current work (Select business).
  • Change currency (Change currency) as business owner.

What is configured in the form​

  • Core: Business Name, business type.
  • Contacts: email, phone, country, city, address.
  • Invoicing: invoice business name, VAT/ID, responsible person, invoice address.
  • Additional: preferred system language, time zone, active status.
  • Additional premium rule: mandatory cash register selection during payment.

Important for invoicing data​

  • Invoice fields are required in the business form.
  • These are the exact details used when invoices are issued for the business.
  • If the invoice must be issued to an individual, the name and responsible person fields should contain the personal names, and the VAT/ID field should contain the personal identifier.

Important for currency​

  • Currency is not selected in the main create/edit form.
  • Currency change is handled through a separate Change currency modal.
  • This flow is available only to the business owner.
  • Changing currency recalculates related values such as prices, costs, memberships, payment links, cash register balances, upcoming appointments without sales, fixed discounts, and fixed commissions.
  • The change can proceed only if all cash registers are closed with 0 balance and there are no unpaid commissions.

Important rules​

  • Create/update includes required fields such as business type, country, language, time zone, and invoicing fields.
  • Email is validated as format.
  • If phone is set, phone country must also be selected.
  • Change currency is owner-only.