How to Use the Mobile App

How to Switch Businesses in the Mobile App

If you're managing multiple businesses through our mobile app, switching between them is straightforward. Here's how you can easily switch businesses within the app:

  1. Open the mobile app and log in to your account.
  2. Look for your business logo in the top right corner of the screen. This logo represents the currently active business.
  3. Tap on the business logo. This action will open the Settings menu.
  4. In the Settings menu, locate and tap on the three dots icon situated in the top right corner.
  5. A menu will appear with several options. Here, you can select "Switch Business" to change the active business account.
  6. 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.
  7. The app will then switch to the selected business, and you can begin managing it as needed.

Tips:

  • Ensure that you have the latest version of the mobile app installed to access all features smoothly.
  • If your business has a logo, it will be displayed as the icon in the top right corner. This visual cue makes it easier to 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.
 
 
 

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