Client organizations

Inviting clients, managing their workspaces, reviewing registrations, and keeping location and service data clean.

Inviting a client

Bring a client organization onto your instance with no payment step at signup.
Managing client organizations

The Organizations list and the per-client Overview, Billing, Entitlements, and Users pages.
Reviewing registrations

Your queue of pending client user sign-up requests waiting on review.
Master Sites

Link client locations in the same building to one canonical record without exposing clients to each other.
Data validation and duplicates

Data-quality checks across client records, and merging duplicate locations and services.