Sub Accounts

If you have an Agency account you can create Sub Accounts that allow you to give more control to your clients.

There are 2 main reasons to use sub accounts.

1. Multi location clients.  If a client has multiple locations you can either use Groups or Sub Accounts to give them access to their locations online.  Sub Accounts give your clients more control and are recommended for clients that have more than 10 locations.
2. Other Agencies. If you want to add a different agency under your account they can be setup as a sub account.  You can also white label the sub account to allow them to have their own domain.

Sub Accounts are the same as normal accounts with the following differences:

1. All sub account locations are added to the subscription of your main account.  This allows you to take advantage of multi location discounts for sub accounts.
2. The subscription tab in the account dashboard is hidden.  We charge you for each site with your subscription and you then invoice your sub accounts using your own marked up pricing like you do for other clients.

Adding a Sub Account

To add a sub account:

1. Go to your Account Dashboard.
2. Click on the three dot menu in the top right and choose Create Sub Account.
3. The sub account will be created and you will be switched to the new sub account.
4. The name of the sub account with be SubAccount for <Main Account Name>.
5. You should rename the sub account to reflect who the sub account is for.

Sub accounts can't be nested. Eg. a sub account cannot have a sub account.

See working with sub accounts below.

Switching back to your main account

When working with your sub account there will be a link at the top of the account dashboard allowing you to return to the main account.

1. Go to your Account Dashboard.
2. Click on the Parent Account link at the top of the account dashboard to return to your main account.

Switching to Sub Accounts

Once you have created sub accounts they will be listed below the business list on your Account Dashboard.

To switch to any sub account click on the sub account name.

Working with Sub Accounts

Once you have created a sub account and have it selected there are a number of things you should do.

1. Rename the sub account to reflect the business it is for.

2. Add initial users to the sub account.

This may just be the initial user of the account or all users. Once an initial user is added they can then add their own users.

3. Create roles for the users of the sub account.

The sub account will need its own roles.

4. Add initial business locations to the sub account.

If required add at least one business location to the sub account.  Once users are added to the account they can add their own business locations.

5. Setup white label settings for the sub account.

White label settings for the sub account need to be setup from scratch. You may decide to use exactly the same settings as your main account or different settings for things like domain, email servers or twilio accounts.

You do not need to add your own user account to sub accounts, it will work with any sub accounts under your account so users of the sub account will not see you as a listed user.