Managing multiple business accounts can be time-consuming, especially when you have to switch between them manually. Luckily, there’s now a way to link and manage multiple accounts all in one place, so you can focus more on running your business and less on navigating between different setups.

📌 Why This Matters

Handling several accounts can get complicated and slow down your daily tasks. Being able to link and load settings or templates across multiple accounts at once saves you time, keeps things consistent, and reduces the chance of errors. This also means you can onboard new accounts quickly and keep everything running smoothly, even if you have a lot of them.

✨ What’s New

• Universal Account Selection: View and choose from all your accounts directly in one place, without needing to jump between them.
• Smart Account Tabs: Easily filter your accounts to see all, only linked accounts, or those still available to link:

1. All – See every account at once.
2. Linked – Accounts already connected to the settings or templates.
3. Available – Accounts you haven’t linked yet.

• Load-to-Link in One Click: When you load settings to an unlinked account, it automatically links it — no extra steps needed.

🛠️ How to Use It

1. Step 1: Access your account settings and locate the feature to enable multi-account linking.
2. Step 2: Go to your saved templates or snapshots section.
3. Step 3: Choose the snapshot or template you want to apply and hit “Load.”
4. Step 4: Select which accounts you want to apply it to using the All, Linked, or Available tabs.
5. Step 5: Click “Load” to apply the template and link accounts instantly.

💡 Pro Tip

Use this to maintain a consistent brand and customer experience across all your business accounts, saving time and avoiding costly mistakes.