Connected Accounts help you manage multiple properties under one Parent Account. Perfect for hotel chains or any business with multiple locations. The parent account centralizes service logs, billing, and reporting across all connected properties through "The Pool Junction" App or the "Payment Portal".
Let's take a look and see how this can streamline your bookkeeping tasks!
1) From your Company Dashboard, select CUSTOMERS.
2) Make your customer selection, either from the SEARCH BAR at the top, or scrolling through the CUSTOMER LIST. From the CUSTOMER DASHBOARD, select CONNECTED ACCOUNTS.
3) The CROWN ICON indicates that this will be the PARENT ACCOUNT. There are two options for adding multiple CONNECTED ACCOUNTS as indicated in the screenshot.
4) When you click on either BLUE BAR to ADD CONNECTION, a pop-up window will open. Just search up the account you want to link by searching for the customer name in the search bar.
5) After you've made your selection, the account will be linked as a SUB-ACCOUNT. You can take further actions as indicated in the screenshot below: Go to directly the customer's profile; switch profiles to change Parent Account status; and/or Remove the Connection.
6) The POOL JUNCTION ACCESS toggle will make all data viewable by each of the connected accounts within The Pool Junction App.
Here's a great video so you can see it all in action! https://www.youtube.com/watch?v=qnwyRS4HLFI
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!