> ## Documentation Index
> Fetch the complete documentation index at: https://help.lunacal.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Use lunacal if You Have Multiple Companies
> Manage scheduling for multiple companies or clients from one lunacal account using Workspaces.
## 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**.
### 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**.
### 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).
> 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](https://help.lunacal.ai/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
| Area | What to do |
| :--------------- | :------------------------------------------------------------------ |
| **Event Types** | Create team events: Managed (1:1), Round Robin, or Collective |
| **Team Members** | Invite people, set roles, assign events, set availability |
| **Booking Page** | Customize the team booking page and member pages |
| **Integrations** | Connect calendars, video, and other apps for the workspace |
| **Settings** | Branding, SEO, privacy, team availability, workflows, custom domain |
### Setup patterns
**Solo professional in a company workspace (e.g. one doctor)**
1. Invite them as a member.
2. Create a [**Managed Event**](https://help.lunacal.ai/workspace/managed-event) and assigned to them).
**Multi-person company (e.g. a salon with several barbers)**
1. Invite all staff as members.
2. Create [**Managed Events**](https://help.lunacal.ai/workspace/managed-event) so you control settings centrally and assign them to staff.
3. Optionally create a [**Team Booking Page**](https://help.lunacal.ai/workspace/edit-team-booking-page) so clients pick a person (or a service).
4. Use [**Round Robin**](https://help.lunacal.ai/workspace/manage-event-types) if you want Lunacal to auto-assign the next available person.
5. Use [**Collective**](https://help.lunacal.ai/workspace/manage-event-types) 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.
***
## Related Docs
* [How Workspaces Work](https://help.lunacal.ai/workspace/how-workspaces-work)
* [Teams & Workspaces](https://help.lunacal.ai/workspace/teams-service-business)
* [Manage Team Members](https://help.lunacal.ai/workspace/manage-team-members)
* [Team Members Onboarding](https://help.lunacal.ai/team-members-onboarding)
* [Configure Team Events](https://help.lunacal.ai/workspace/manage-event-types)
* [Managed Event](https://help.lunacal.ai/workspace/managed-event)
* [Team Booking Page](https://help.lunacal.ai/workspace/manage-booking-pages)
* [Round Robin](https://help.lunacal.ai/round-robin-scheduling)
* [Collective Scheduling](https://help.lunacal.ai/collective-schedule)
* [Team Settings](https://help.lunacal.ai/workspace/team-settings)
* [Event Setup](https://help.lunacal.ai/event-types/event-setup)
* [Manage Bookings](https://help.lunacal.ai/manage-bookings)
### 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**.
### 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).
> 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](https://help.lunacal.ai/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
| Area | What to do |
| :--------------- | :------------------------------------------------------------------ |
| **Event Types** | Create team events: Managed (1:1), Round Robin, or Collective |
| **Team Members** | Invite people, set roles, assign events, set availability |
| **Booking Page** | Customize the team booking page and member pages |
| **Integrations** | Connect calendars, video, and other apps for the workspace |
| **Settings** | Branding, SEO, privacy, team availability, workflows, custom domain |
### Setup patterns
**Solo professional in a company workspace (e.g. one doctor)**
1. Invite them as a member.
2. Create a [**Managed Event**](https://help.lunacal.ai/workspace/managed-event) and assigned to them).
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**Multi-person company (e.g. a salon with several barbers)**
1. Invite all staff as members.
2. Create [**Managed Events**](https://help.lunacal.ai/workspace/managed-event) so you control settings centrally and assign them to staff.
3. Optionally create a [**Team Booking Page**](https://help.lunacal.ai/workspace/edit-team-booking-page) so clients pick a person (or a service).
4. Use [**Round Robin**](https://help.lunacal.ai/workspace/manage-event-types) if you want Lunacal to auto-assign the next available person.
5. Use [**Collective**](https://help.lunacal.ai/workspace/manage-event-types) 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.
***
## Related Docs
* [How Workspaces Work](https://help.lunacal.ai/workspace/how-workspaces-work)
* [Teams & Workspaces](https://help.lunacal.ai/workspace/teams-service-business)
* [Manage Team Members](https://help.lunacal.ai/workspace/manage-team-members)
* [Team Members Onboarding](https://help.lunacal.ai/team-members-onboarding)
* [Configure Team Events](https://help.lunacal.ai/workspace/manage-event-types)
* [Managed Event](https://help.lunacal.ai/workspace/managed-event)
* [Team Booking Page](https://help.lunacal.ai/workspace/manage-booking-pages)
* [Round Robin](https://help.lunacal.ai/round-robin-scheduling)
* [Collective Scheduling](https://help.lunacal.ai/collective-schedule)
* [Team Settings](https://help.lunacal.ai/workspace/team-settings)
* [Event Setup](https://help.lunacal.ai/event-types/event-setup)
* [Manage Bookings](https://help.lunacal.ai/manage-bookings)