Multiple Customer Accounts
- 16 Mar 2023
- 2 Minutes to read
- DarkLight
Multiple Customer Accounts
- Updated on 16 Mar 2023
- 2 Minutes to read
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
Multiple customer profiles let admins create multiple customer accounts using a single email address.
For example, a customer named John Doe can have 2 separate customer accounts with the same email address and use the same login details to access both accounts on the Members Portal.
Multiple customer profiles are useful in a couple of scenarios:
- Customers who want a company and an individual account
For example, John Doe is the manager of an existing team (Meaco Ltd.). He'd like to have a company account designated as the team's paying customer and his own account using the same email address.
You can easily create both accounts using our Company structure wizard.
This customer will be able to switch between his two accounts by clicking on his name in the top right corner of the page.
- Customers who need to be part of multiple teams with merged invoicing
A customer cannot be part of more than one team with merged invoicing. This means that if a customer needs to be part of multiple teams with merged invoicing, they need an individual account for each of them.
For example, Jane Smith works for two companies that rent private offices in your space. If both teams have merged invoicing, you need a second account for Jane to add her to the second company's team.
Once she logs in to the Members Portal, she will be able to switch between her two accounts by clicking on her name in the top right corner of the page.
Add the team name in the Full name field of at least one of the customer accounts to help the customer identify the different accounts at a glance.
FAQ
Can customers create multiple accounts using the same email address on the Members Portal?
No, customers cannot sign up multiple times using the same email address. This feature is only available on the Admin Panel.
Can I connect multiple customer accounts that already exist?
Absolutely! We have a tutorial that takes you through the process.
What happens to accounts that share the same email address when I edit one of them?
Each customer account works independently from the others. Any edits saved in one account won't apply to other accounts that use the same email address.
Will customers be able to see all their bookings from any of their accounts?
No, each account displays the bookings relevant to the customer that's currently selected. However, customers can switch between accounts in just two clicks on the Members Portal.
Was this article helpful?