Manage several client accounts
One sign-in can belong to several client accounts and switch between them. Each client account keeps its own people, forms, phone numbers, schedules and reports, so nothing mixes. Starter includes 1 client account; Professional has no limit.
Add a client account
During setup the Clients stage adds them; later, add them from Client accounts. Adding one waits for your yes.
Switch between them
Open the account card at the top of the menu and choose the account to work in. Accounts that need you are listed first. Every page, report and request list then shows only that account.
What stays separate
People, locations, forms, phone numbers, schedules, requests, contacts and reports all belong to one client account. A person on two accounts sees each one separately.