Browse the documentation

How User IDs, businesses and channels fit together

Every page you open belongs to one of three layers. Knowing which one saves a lot of searching.

Where:Get startedHow it fits together

Steps

Your User ID
Your personal account. It holds your security settings, invitations and activity, and it stays yours even if you leave a business.
A business
The legal entity. It is verified once, then trusted across every channel. It holds the team, the legal documents, billing and payout accounts, and the audit log.
A channel
A website, app and customer base where the daily work happens. Use one channel per brand, not per product line.
Apps on a channel
A channel starts empty. The apps you install from the app store add its tabs: a shop, a CRM, bookings, payroll and so on. Each app is priced per channel per month.
Switch between them
Open Business to see every business you own or belong to, then open a business to reach its Channels. Open a channel to work in it.

Paid apps are billed to the business monthly after use, only for the days they are installed.

Two channels using the same app pay for it twice, because each gets its own data and settings.

Still stuck?

Search the Help Center for answers, or ask our support team. Tell them which guide you were following and which step.

Browse the documentation

Every page you open belongs to one of three layers. Knowing which one saves a lot of searching.

Where:Get startedHow it fits together

Your User ID
Your personal account. It holds your security settings, invitations and activity, and it stays yours even if you leave a business.
A business
The legal entity. It is verified once, then trusted across every channel. It holds the team, the legal documents, billing and payout accounts, and the audit log.
A channel
A website, app and customer base where the daily work happens. Use one channel per brand, not per product line.
Apps on a channel
A channel starts empty. The apps you install from the app store add its tabs: a shop, a CRM, bookings, payroll and so on. Each app is priced per channel per month.
Switch between them
Open Business to see every business you own or belong to, then open a business to reach its Channels. Open a channel to work in it.

Paid apps are billed to the business monthly after use, only for the days they are installed.

Two channels using the same app pay for it twice, because each gets its own data and settings.

Still stuck?

Search the Help Center for answers, or ask our support team. Tell them which guide you were following and which step.