Setting Up Multiple Businesses

Klubbil allows you to manage multiple business entities from a single account, streamlining your administration and financial processes.

Adding a New Business

1. Navigate to Dashboard → Settings → Businesses
2. Click the + Add Business button in the top right corner
3. Fill in the required information:
   • Business name
   • Business registration number
   • Business address
   • Contact information
   • Tax identification number
   • Default currency
   • Default tax rate
4. Upload your business logo (recommended dimensions: 300×200px)
5. Click Save Business

Switching Between Businesses

Once you have multiple businesses set up:

1. Use the business selector in the top navigation bar
2. Click on the business name to open a dropdown with all your businesses
3. Select the business you want to switch to
4. The dashboard will refresh with data specific to the selected business

Business-Specific Settings

Each business entity can have its own unique settings:

• Invoice Templates: Create branded templates specific to each business
• Payment Methods: Configure different payment options for each business
• Tax Settings: Set up tax rates specific to the jurisdiction of each business
• Team Members: Invite team members with business-specific access levels

Sharing Resources Between Businesses

Klubbil allows you to share certain resources between your businesses for efficiency:

• Clients: Assign the same client to multiple businesses
• Products/Services: Share your catalog across businesses while maintaining business-specific pricing
• Team Members: Grant access to team members across multiple businesses with customized permissions

Reporting Across Businesses

Get a holistic view of your financial performance:

1. Navigate to Reports → Multi-Business Overview
2. View consolidated financial metrics across all businesses
3. Compare performance between businesses
4. Filter data by date range, business type, or other parameters

Best Practices

• Give each business a distinctive name and logo for easy identification
• Schedule regular reviews of all business settings to ensure compliance with local regulations
• Consider setting up dedicated notification preferences for each business
• Use labels and tags consistently across businesses for easier reporting