Overview
Team-style setups work best when one provider account is organized around service groups. Groups let sharing and reporting follow the way the team sells across staff, locations, programs, audiences, or service lines.Common Setup
- Create the main services customers buy.
- Create groups before sharing those services.
- Name groups after the reporting view you need later, such as staff member, location, program, audience, or service line.
- Add the relevant services to each group.
- Share group links, group QR codes, Store links, or individual service links as needed.
- Use reports and payout exports to review activity by group, service, customer, and payment.
