Linking two or more portals lets you share staff accounts and run multi-location reports—all without mixing day-to-day data. It’s most common for franchises, yet any group of cooperating businesses can request it.

What you gain

  • Quick portal switch
    Staff accounts flagged for more than one location see User Menu › Switch Portals. Pick a destination and the interface reloads in that portal—no extra login needed.
    (In the mobile app—standard or branded—you can use only one portal at a time; switch portals in a browser if you need several open.)

  • Multi-location reports
    Reports remain portal-specific, yet a manager who has access to several locations can tick multiple portals in the reports and view totals side-by-side or combined.

  • Shared staff accounts—nothing else
    Visits, clients, and money never merge across portals. The link only lets a single staff record belong to more than one portal (it still counts toward staff limits in every portal it touches).

  • Client copy tool
    Administrators who belong to two or more linked portals can copy a client (profile + pets + login) into another portal with one click.

  • Single branded mobile app
    If you purchase a branded app, one app serves all linked portals—ideal for franchises that want consistent branding.

What is not shared

  • Schedules, invoices, pricing, service settings, and other operational data remain separate.

  • Reports combine only when an authorized user selects multiple portals; portals themselves do not exchange data behind the scenes.

Setup workflow

  • Step 1 – Start each portal. Use Try for Free on our website to spin up every location; they will be billed individually.

  • Step 2 – Submit a ticket. Tell Support which portals to link and which administrator emails need multi-portal access. Support performs the initial connection.

  • Step 3 – Grant additional access in-house. Once an administrator sees several portals, they can edit any staff account and tick extra portals in the Permissions section.

  • Step 4 – Switch portals. Staff now use Account menu ▸ Switch Portals to move between locations (one at a time on the native app, multiple tabs in a browser).