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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.

New business or new location​

If you are expanding, first decide whether you need a separate business profile or only a new location inside the current business.

  • Create a new business when the data and main settings must stay separate.
  • Create a new location when you want to keep shared clients, services, and employees but split the address and daily operations.

The detailed explanation, examples, and practical scenarios are in the business vs location guide.

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.
  • For the exact rate formula and examples of what to enter, see Business currency.

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.
💡No business profile yet?

To use these features in Business, you need a business profile. Create one and continue with setup.