Company settings (Tenant Admin)

This page holds the details that apply to your whole company rather than a single location. Open Company settings in the menu. The page has four tabs: General, Company rules, Accounting and Legal. Company rules only appears once your company has a second location; with one location there is nothing to share.

General

The Brand page comes first: your company's public page with every location. Open brand page shows it, Copy link puts the address on the clipboard. Without a brand page this block is missing.

Two sections follow that only open after Edit:

• Basic information: “Company name” (required), “Display name” (the public name), “Legal name”, “Legal structure” and “Industry”.
• Contact information: “Email”, “Phone” and “Website”. An invalid address or number is marked red when you leave the field.

You save through the bar at the bottom with Save and Cancel. If a field is wrong, it doesn't save and marks the field.

At the very bottom the Business portfolio shows the first five locations with their status. You add locations under Locations, see “Add, transfer and close locations”.

Company rules

Four switches decide what your locations share:

• Gift cards redeemable at every location: a gift card from one location also pays at the others. Each location can switch this off for itself in its POS settings.
• Show visits at other locations: a customer's profile also shows their appointments at the other locations. Switched off, a location finds the person but sees only its own visits.
• Location managers grant permissions: invited location managers build their own team, only with permissions they hold themselves. Switched off, only you decide. Every change shows up in your activity feed.
• Small business under § 19 UStG: applies to the whole company. Receipts and invoices of every location then show no VAT.

A switch only takes effect once you save in the bar at the bottom. Then “The rules now apply to every location.” appears.

Accounting

Bank details, payment terms, fiscal year, retention periods and the details of your tax advisor and data protection officer live here. For the export, “DATEV consultant number” and “DATEV client number” matter. Your tax advisor provides both. Without them the DATEV export cannot be imported automatically into DATEV.

Legal

“Tax number”, “VAT ID” and the bank account as a legal record. Anyone who isn't the owner sees the note “Only the owner can change the legal details.”

Frequently asked questions

Why can't I flip the switches? Company rules, accounting and legal details can only be changed by the company's owner account.

Can the small business rule apply to one location only? No. It always applies the same way to every location of a company.

Where do I change a single location's name and address? Under Locations, on the location's card.