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Managing Companies

How to create company records, assign members to them, and issue invoices to a company instead of an individual.

Managing Companies

What Are Companies?

Companies let you group members who belong to the same organisation and issue invoices to the company rather than the individual.

Creating a Company

  1. Go to Operations → Companies
  2. Click Create company
  3. Fill in:
    • Name — company name
    • Tax ID — VAT or registration number (if applicable)
    • Address 1
    • Address 2
    • City
    • Zipcode
    • Country
    • Owner — select from the dropdown
  4. Save

Assigning Members to a Company

Members join a company using a Company PIN.

  1. Go to Company in the member portal
  2. Click Assign
  3. Enter the Company PIN
  4. Confirm

The company owner can review and unassign members if needed.

How Company Billing Works

When booking, selecting Book as company issues the invoice to the company instead of the individual.

Company details (name, address, Tax ID) appear on the invoice.

Viewing a Company's Invoices

Open a company from Operations → Companies and go to the Invoices tab to see all related invoices.


Common Questions

Can a company have multiple members?
Yes — multiple members can be assigned to the same company.

Does a member have to book as a company every time?
No — this is selected at checkout.

Can I see all members in a company?
Yes — open the company and check the Members section.

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