Multi-Tenancy

Booked55 is built as a multi-tenant platform. Each organization is a completely separate workspace with its own contacts, pipelines, events, campaigns, settings, and team members. A single user account can belong to multiple organizations, making it easy to manage separate businesses, teams, or client workspaces.

How multi-tenancy works

Every piece of data in Booked55 belongs to a specific organization. When you log in, you see only the data for your currently selected organization. There is no data leakage between organizations — contacts, pipelines, templates, and settings are completely isolated.

• Contacts in Organization A are invisible to Organization B.
• Pipelines and stage automations are configured per organization.
• Users can have different roles in different organizations (e.g., owner in one, salesperson in another).
• Workspace settings (product/service types, API keys, prompts) are organization-specific.

Switching between organizations

If you belong to multiple organizations, use the organization switcher in the sidebar header. Click your current organization name to see a dropdown of all organizations you have access to. Select a different organization to switch immediately.

When you switch, the entire dashboard reloads with the new organization's data. Your sidebar navigation, pipelines dropdown, and all page content reflect the selected workspace.

Joining multiple organizations

You can be part of multiple organizations through these paths:

1. Invitation — An organization owner invites you by email. You receive a link to join their workspace.
2. Creating a new organization — Open the organization switcher and click Create organization at the bottom. You become its owner and it opens straight away, starting with its setup steps. If you own a parent account, Create organization is greyed out in the switcher; you create organizations and teams from the Organizations page instead.
3. Owning a parent account — Account owners of a parent account automatically hold an Owner role in every team organization of the account, without an invitation.
4. Being added to more teams of a parent account — An account owner can add someone who is already in the account to more of its team organizations, where they are a manager. See adding someone to more teams.

The Organizations page

The Organizations page lists every organization you belong to, with an Open button for each. If you own a parent account, the Organizations button (the grid icon just left of the organization switcher) opens it. Everyone else gets there from Invitations in the organization switcher when an invitation is waiting. Opening the page takes you out of the organization you were in, the same way switching does, and the page reloads. Organization pages such as contacts and tasks aren't available there; open an organization to get back to them. A parent account's parent organization and team organizations are listed in their own section.

While you're setting up a new organization, including the card step, the setup screens have no sidebar. If you belong to another organization, All organizations next to Log out in the bottom-left corner takes you to this page, so you can leave setup unfinished and come back to it later. On the mobile app, the setup and suspended screens show Switch organization instead.

Roles are per-organization

Your role is assigned independently in each organization. For example:

• You might be the owner of your own company's workspace.
• And a sales-person in a partner's workspace.

This means your permissions, visible data, and admin access change based on which organization you have selected.

Organization selection on login

If you belong to multiple organizations, you may see an organization selection screen after logging in. Choose the workspace you want to start with. You can switch at any time using the sidebar switcher.

Common use cases

• Multiple businesses — A founder running two companies can manage both from one account.
• Agency model — An agency managing sales for multiple clients can create a separate organization for each client.
• Training / sandbox — Create a separate organization for onboarding new team members without affecting production data.
• Regional teams — Separate organizations for different regions or markets with region-specific pipelines and settings.

Companies running several sales teams can also group their organizations under a parent account, with one scoreboard across every team.