With PocketSuite’s Account Switcher, you can create and toggle between multiple accounts in the app, with just a few clicks. You only need one login number and one password to access all of your accounts.
In this article:
- Learn how to add another business account
- Learn how to add a client account
- Learn how to add a roll-up account
- Get answers to FAQs
Add another Business Account
If you want to start running another business on PocketSuite, you can use account switcher to add another Business Account.
To get started, go to your Homepage and click the down arrow next to your profile picture. Tap Add account.
Now, you can select the kind of account you want to create. Select Business.
Then you will go through the process of setting up your new business, just like you did the first one. You even get a another 30-Day FREE Trial for that new account!
And you're all set! You can switch between all your accounts in a few taps!
Pro Tip: Adding another business account doesn’t mean you have to start from scratch! You have the option to copy settings from an existing account to the new one during our streamlined setup flow. Once you create the new account, go to Home>Let's go! to get started. This option will copy most of your settings, client list, and team members to the new account. Booking and payment information will not be copied to your new account, and settings will only copy over if the same features are toggled on for that new account.
Add a Client Account
If you want to experience the PocketSuite app through your client’s eyes or book and pay another business on PocketSuite, you can use the account switcher to add a Client Account.
To get started, add yourself as a client of your own business. Use the same phone number you use to log in to PocketSuite. If you have already added yourself as a client before this, you will need to add yourself again.
Next, go to your Homepage and click the down arrow next to your profile picture.
And voila! You have a client account! Use it to go through your own booking process as a client would, or book and pay another PocketSuite pro.
Add a Roll-up Account
If you manage multiple businesses OR one business with multiple storefronts OR a franchise system, and want to see data for all locations “rolled up” in one place, you can use multi-account switcher to create a Roll Up Account.
To get started, go to your Homepage and click the down arrow next to your profile picture. Tap Add account.
Now, you can select the kind of account you want to create. Select Roll-up.
Then, you will set up your multi-location account, including choosing which businesses to add to your rollup account. Read this article to learn more about PocketSuite’s Multilocation Edition.
And you're all set! You can switch between all your accounts in a few taps!
FAQs
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How many accounts can I add?
You can add as many Business Accounts as you want. You are limited to two (2) Roll-up accounts.
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Does my new account come with a free trial?
Yes! You still get a free trial when creating a new Business Account. The free trial gives you access to all of PocketSuite’s premium features for 30 Days!
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Will adding another account impact my calendar availability on an existing account?
No, your booking and availability for each account are completely separate.
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Do my app integrations carry over to the new account?
No. You will need to set up any third-party app integrations again for each new account. Some apps, like Zoom, will allow you to connect to multiple PocketSuite accounts. Please note that some third-party apps, like Google Business, will only allow you to connect with one PocketSuite account.
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Will I get notifications for all my accounts?
Yes! You will receive in-app and push notifications, like new messages from clients, for all your accounts, no matter which account you were using the last time you were active in the app. Clicking on a notification will take you directly to the related account.