Sub-accounts help you organize your bookings and other transactions by allowing you to create secondary profiles within a client’s profile. These profiles don’t have contact or payment information and are stored under your client’s profile. Sub-accounts can have their own forms and contracts, assigned bookings, team members, tasks, notes, and custom fields.
Depending on your industry, once you turn on Sub-accounts under Settings > Features, sub-accounts will be referred to differently depending on your industry. See the corresponding articles for each sub-account type below:
Sub-accounts are referred to as Pet Profiles in the following industries:
- Dog training
- Dog walking
- Pet grooming
- Pet sitting
Sub-accounts are referred to as Relative Profiles in the following industries:
- Accountant
- Barber
- Camp Instructor
- Child Care
- Chiropractor
- Dentist
- Esthetician
- Fitness Training
- Hairstylist
- Health & Wellness
- Lash Artist
- Lawyer
- Life Coach
- Makeup Artist
- Massage & Bodywork
- Nail Care
- Notary
- Other
- Pilates Instructor
- Seamstress & Tailor
- Swim Instructor
- Tattoo Artist
- Tennis Instructor
- Therapy
- Tutoring
- Yoga Instructor
Sub-accounts are referred to as Property Profiles in the following industries:
- Carpet Cleaning
- Catering
- Cleaning
- Contractor
- DJ
- Equipment Repair
- Event Planning
- Handyman
- Interior Design
- Junk Removal
- Landscaping
- Locksmith & Keys
- Moving & Packing
- Painting
- Personal Chef
- Pest Control
- Photography
- Plumbing
- Pressure Washing
- Professional Organizer
- Rental Property Owner
- Tech Support
- Taxi & Limousine
- Videography
- Wedding Planner
Sub-accounts are referred to as Vehicle Profiles in the following industries:
- Mobile Detailing
- Mechanic
Sub-accounts are referred to as Horse Profiles in the following industries:
- Equine Professionals
Note: For the setup of Horse Profiles, please refer to the Pet Profiles article.