How to Switch Businesses in the Mobile App

If you're managing multiple businesses through our mobile app, switching between them is straightforward.

Here is how to easily do it within the app:

  1. Open the mobile app and log in to your account.

  2. Look for your settings icon in the top right corner of the screen.

  3. Tap on the settings icon. This action will open the Settings menu.

  4. At the bottom of the page, look for the Switch Business button and tap on it

  5. If you have multiple businesses associated with your account, you'll see a list of all your businesses. Select the business you wish to switch to.

  6. The app will then switch to the selected business, and you can begin managing it as needed.

Settings screen displaying account details, including business name, user email, phone number, and security options like TouchID toggle.

Tips:

  • Ensure that you have the latest version of the mobile app installed to access all features smoothly.

  • If your business has a logo, its name will be displayed below the Home title on the Home screen, below the title on the Settings screen, and under Account Settings. These visual cues make it easy to quickly identify the currently active business.

  • If you do not see the option to switch businesses, ensure that you are logged in with an account that has access to multiple businesses. If the issue persists, contact customer support for assistance.

  • Remember to log out of the business account if you're using a shared or public device to prevent unauthorized access.