Anna Lewis
Mon
1
Sign-in and Security
Personal account or company account
In My Profile you can choose the account type: Personal (your name and username) or Company (the company name and logo). The change is confirmed with a link we email you.
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In this article
In My Profile you can choose the account type: Personal (your name and username) or Company (the company name and logo). The change is confirmed with a link we email you.
The owner chooses the account type. A salon staff account’s type can’t be changed.
How to change the type
- On a computer, open Settings → My Profile (on a company account the tab is called My Company).
- Click the current type next to the heading and choose the other one: “Personal” — “Your own name and username”, or “Company” — “Company name and logo”.
- In the “Switch to a … account?” window, read what will change: your name and username will be replaced by the company name and logo everywhere in the product — or the other way round.
- Click “Send the link”.
- Open the “Confirm your account type change” email and click “Confirm the change”. You’ll see “Your account is now a company account.” or “Your account is personal again.”
If you see “Could not request the change.”, wait a little and try again.
Why the change is confirmed by email
“For security, the change is confirmed by email — we will send you a link.” The link goes to your account email, and the type doesn’t change until you open it: “The type changes once you open it”.
Company name and logo
Fill them in on the My Company tab — “Company details shown on your pages and invoices”.
The choice when you sign up
You make the same choice when you start with Bookly: “Personal account” or “Business account”. Changed your mind? Switch the type in your profile as described above.
If something goes wrong
The email with the link doesn’t arrive
The link goes to your account email. Check your spam folder and make sure it’s the email set on your account. Can’t find it? Send the link again.
“This is already your account type.”
Your account already has this type — there’s nothing to change.
“Changing the account type needs confirmation by email.”
The type changes only after you open the link in the “Confirm your account type change” email. Open the email and click “Confirm the change”.
“The account type of a staff account cannot be changed.”
A staff account always stays a staff account, so its type can’t be switched.
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