Create and manage accounts

Create the accounts your locations sit under, assign each one a plan, and manage them over time.

An account is a business, a brand, or any grouping of locations that share a plan. Every location has to belong to an account, so this is the first thing you set up for a new customer. Only partners create, edit, or delete accounts; account tokens can't call these endpoints.

How plans work here: you assign a plan to an account, and every location under it gets that plan.

Use your own IDs: when you create an account or location you can attach your own identifier (client_account_id, client_location_id). Most endpoints accept it in place of ours, so you never have to store our IDs in your system.

Setting up one business with one location? Create an account with with_location=1 does it in a single call: account, first location, plan, and the owner's welcome email. Setting up hundreds? Use Import accounts and locations from a spreadsheet.

Prerequisites

• A bearer token in the Authorization header. Any endpoint that needs no token says so on its own page.
• The id of each record the call targets. Every endpoint page lists the ids it needs.

Errors

Individual endpoints may return more; each page lists its own.

Endpoints