Companies Dashboard

Multiple Companies

If you only manage one company – you will automatically be set to manage that company when you sign in. This Help Doc pertains largely to people who manage more than one business, such as marketers, agency partners, people with side-hustles, etc.

Companies Dashboard

When you first sign in (if you manage multiple companies), you’ll be presented with your Company Management Dashboard. From here, click on Manage for the company you’d like to work on. You can always return here by clicking on the arrow in the upper left part of the admin menu and choosing Go to Companies Dashboard (Note: Clicking on a company name in this drop-down works identically to coming here and clicking “Manage”)

Adding A Company

You can click on the Add Another Company or Location to register a new Company, Location, Practitioner, etc. to your account. You will follow the same sign-up process as you did for your first account, with the only difference being that it will be assigned to your current user account.