Skip to main content

​
Use Cases

Use this guide if you want to manage scheduling for more than one business or client under a single Lunacal account.
With Workspaces, each company (or client) gets its own Team Workspace — with separate members, event types, bookings, booking pages, integrations, and settings. Common use cases:
  • You own multiple independent companies that need separate scheduling.
  • You run an agency and manage scheduling for multiple clients.
  • You’re a consultant or freelancer working across several companies.
Every Lunacal account starts with a Personal Workspace. Each additional company is a Team Workspace. Switch between them anytime from the workspace dropdown in the top-left of your dashboard.

​
This help doc is divided into 4 sections

  1. Section 1: Create a Team Workspace for Company 1 and invite members
  2. Section 2: Members accept the invite and join the workspace
  3. Section 3: Repeat for Company 2 (and any more companies)
  4. Section 4: Set up events and booking pages for each company

​
Section 1: Create a Team Workspace and Invite Members

​
Step 1

Open the workspace dropdown in the top-left of your dashboard, then click Create Team.
Ifyhmt1

​
Step 2

Enter:
  • Team name [e.g. Company 1]
  • Team URL (slug) — this becomes part of the public team booking link
  • Timezone
Then click Continue.
Ifyhmt2

​
Step 3

You can invite members now, or finish setup and invite them later from Team Members.
Switch into that Team Workspace (workspace dropdown).
To invite:
  1. Enter email(s), choose a role (Admin or Member), and send the invite.
Note: Each invited member uses 1 seat on your plan (extra seats are billed on your subscription). Make sure your plan has enough seats before inviting multiple people. After creation:
  • You become the Owner of that workspace.
  • That company’s events, bookings, members, and settings stay isolated from your other workspaces.

​
Section 2: Members Accept the Invite and Join

​
Step 4

Invited members get an email from Lunacal to join the team.

​
Step 5

If they don’t have a Lunacal account yet, they click Create your account (or Accept Invitation) and complete sign-up. If they already have an account, they sign in with that email.

​
Step 6

After signing up or logging in, they accepted the pending invite in the app, if not:
  1. Open the workspace dropdown (top-left).
  2. Under Your Teams, find the pending invite (it shows as Pending Invite).
  3. Click the green Accept checkmark (or decline with the X).
Screenshot
Important: Creating an account alone does not join the team. They must Accept the invite from the workspace dropdown.
Once accepted:
  • They get access to that Team Workspace under your plan (no separate purchase needed).
  • They also keep their own Personal Workspace for independent scheduling.
For a full new-member checklist (profile, calendar, availability), see Team Members Onboarding.

​
Step 7

You’ll now have:
  • Your Personal Workspace
  • One Team Workspace
Switch between companies anytime from the workspace dropdown. When you switch, the whole dashboard (Event Types, Bookings, Team Members, Booking Page, Integrations, Settings) shows that company’s data only.

​
Section 4: Create Events and Booking Pages for Each Company

Switch into the correct Team Workspace first, then configure scheduling for that company only.

​
What you can set up per company

​
Setup patterns

Solo professional in a company workspace (e.g. one doctor)
  1. Invite them as a member.
  2. Create a Managed Event and assigned to them).
Screenshot (2)
Screenshot (1)
Screenshot (3)
Multi-person company (e.g. a salon with several barbers)
  1. Invite all staff as members.
  2. Create Managed Events so you control settings centrally and assign them to staff.
  3. Optionally create a Team Booking Page so clients pick a person (or a service).
  4. Use Round Robin if you want Lunacal to auto-assign the next available person.
  5. Use Collective only when everyone must attend the same meeting.
You do not need each member to recreate events manually. As Owner/Admin, you can manage events and assignments from the Team Workspace. Important: Every member you add consumes a seat. Seats cover their access under your plan; they don’t need a separate Lunacal subscription for that team.

​
Example

You run an agency with 2 clients:
  • New Age Salon — 4 barbers (Jeff, Linda, Tara, Amy)
  • Dr. Dave Matthews — solo doctor

​
Setup

  1. Create Team Workspace: New Age Salon → invite Jeff, Linda, Tara, Amy → 4 seats.
  2. Create Team Workspace: Dr. Dave → invite Dr. Dave → 1 seat.
Total = 5 seats (plus your own account as Owner, depending on how seats are counted on your plan).

​
How it works

  • Salon members cannot see Dr. Dave’s workspace data, and vice versa.
  • Switching the workspace dropdown changes which company’s dashboard you see.
  • When members accept, they get paid access under your plan.
For Dr. Dave
  • Create a Managed Event (or simple team event) assigned to him.
  • Share his booking link or the team booking page. Round Robin usually isn’t needed for one person.
For New Age Salon
  • Create Managed Events for services and assign the right barbers.
  • Publish a Team Booking Page so clients can choose a barber.
  • Or create a Round Robin event so Lunacal assigns a barber automatically.