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Manage multiple locations

Learn how to link and manage all your locations under one login.

Updated over a week ago

Running your business across different locations just got easier. Link all your accounts under one brand and access them with a single login. No more switching between credentials or juggling separate accounts.

Please note: This Pro feature is currently in early release. To access this feature, contact our support team at help@setmore.com or through the live chat in your app.

How to access Multiple Locations (Web)

  1. Click your profile icon in the left navigation

  2. Select ‘Switch Account’

  3. Select the location you want to manage — all your linked accounts will appear.


How to access Multiple Locations (mobile)

  1. Go to Settings

  2. Tap ‘Switch location’ under your profile


  3. Select the location you want to manage — all your linked accounts will appear


FAQs

1. Do I need to own every account to use it?

Not necessarily. Admins can also request access, but we’ll need email confirmation from each account’s owner before linking.

2. Will my accounts keep their own data and settings?

Yes. Each account keeps its appointments, staff, customers, billing, and settings. The accounts don’t merge—only the login does.

3. What happens when I log in?

On desktop: You’ll see a locations screen with all your linked accounts. Select the one you want to open.

On mobile: You’ll log in with your primary account, then switch accounts anytime through Settings.

4. Is this feature available for HIPAA-compliant accounts?

Not yet. HIPAA accounts aren’t supported to ensure full data protection and compliance.

5. Can team members (non-admins) use this feature?

No. It’s only available to owners and admins. Team members will continue logging in to their individual accounts.

6. Can I unlink accounts later?

Yes. Just contact our support team via live chat or help@setmore.com and we’ll verify the request before unlinking.

7. Does linking affect billing or subscriptions?

No. Each account keeps its own billing and subscription plan.

8. Can I make changes across all accounts at once?

Not yet. Edits like adding services, staff, or customers must be made in each account individually.

9. Will I be logged out of one account when I switch to another?

No. You can switch freely between accounts without logging out, but you can only work in one account per session or browser tab.

10. Do accounts share appointment history or customer lists once linked?

No. Each account’s data stays separate and secure.

11. What email confirmation is required to link accounts?

A quick “Yes” reply from each account owner’s email is enough. If the owner can’t reply directly, we’ll send a unique identifier for verification.

12. How many accounts can I link?

There’s no strict limit, but we recommend linking only the accounts you actively manage for best performance.

13. Can I use this feature on mobile?

Yes. It works on both desktop and mobile. The desktop experience offers the clearest account-switching view.

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