With company profiles, businesses in anny are no longer just stored as free text on individual customers, but as standalone records. This way, you manage members, domain, billing address, and VAT ID more consistently and create a reliable foundation for shared company data. The feature is especially helpful for admins and registered customers who want to bundle multiple employees or contacts of a company in anny.
Who is this feature suitable for?
Company profiles are mainly intended for admins, providers, and registered customers who want to manage business customers in a structured way. The feature is particularly useful when several people belong to the same company and central company data should not be maintained multiple times.
Typical use cases:
When several employees of a company use anny together.
When billing address, VAT ID, and domain should be maintained centrally at the company level instead of per person.
When customers or admins want to manage members of a company collectively.
When companies should be cleanly evaluable in the system, instead of only appearing as inconsistent free text in customer profiles.
When you want to prepare for collective invoices or other company-related billing processes in the future.
What changes with this feature?
Customer view
Depending on the setup, registered customers can no longer only represent their company and associated members indirectly through individual profiles, but can manage them in a shared company context.
During checkout, a different business address can optionally be requested if this setting has been activated in the form.
Owners and admins see the balances of the company account directly on the home screen of the respective company profile. This way, you have the financial status of a company at a glance at any time.
Admin view
Companies are created as their own records and are no longer just stored as a text field on individual customers.
Multiple customers can be logically assigned to the same company.
Central company data such as company name, domain, billing address, and VAT ID are maintained per company.
Customer lists, company data, and later evaluations become more consistent because all associated persons reference the same company record.
Roles in the company profile
Each company profile distinguishes between two roles:
Admin/Owner: There is exactly one admin per company. This person is the central main contact of the company (e.g., the central point of contact or the main responsible customer). By default, this is the person who is first linked to the company.
Members: All other associated persons are assigned to the company as members. You can add any number of members – either manually or via automatic assignment based on the company name and business email domain.
This distinction ensures that each company has a clearly defined main contact while still allowing additional employees to be flexibly included.
Important: Company profiles do not replace individual customer profiles. Customers can still exist independently. The company profile adds an extra, shared company layer on top of the person level.
Where to find the feature in anny
You work with company profiles in several places in anny:
in customer management, when you assign customers to a company or review existing assignments
in the company and profile data, when you maintain central company information such as domain, billing address, or VAT ID
optionally in the form settings for subscription plans, services, and booking packages, when you want to allow a different business address during checkout
Requirements and dependencies:
You need a setup in which business customers or multiple employees of a company are actually relevant.
If customers should manage their company data themselves, they must be able to access the corresponding area as registered anny customers.
If you want to use automatic assignment, the company name and business email domain should be maintained consistently.
The checkout extension is only relevant if you also want to capture a different business address for subscription plans, services, or booking packages.
Important: Automatic assignment saves work, but is only reliable if similar company names are maintained cleanly and the business email domain clearly matches the correct company.
How the logic works
A company is created as its own record and can be linked to multiple customers.
Each company has one admin as the main contact and any number of members as additional associated persons.
Company data such as domain, billing address, and VAT ID are maintained at the company level, not spread across multiple individual customer profiles.
Members can be assigned to a company manually or optionally automatically via the company name and business email domain.
If the corresponding form setting is activated, an additional, different business address can be captured during checkout without changing the basic logic of the company profile.
This way, anny cleanly separates personal data from shared company data and makes company-related processes significantly more robust.
Practical examples
Example 1: Coworking space with automatic assignment of multiple employees
Example 1: Coworking space with automatic assignment of multiple employees
A coworking space serves the company Muster GmbH. Twelve employees book workspaces, meeting rooms, and subscriptions via anny. The goal is to bundle all persons under a shared company profile and maintain company data only once.
Create a company profile for Muster GmbH.
At the company profile, store the domain
muster.de, the billing address Musterstraße 12, 50667 Köln, and the VAT ID DE123456789.For newly registered employees, check whether email addresses such as
name@muster.deare automatically assigned to the company profile.Add missing persons manually if they book with a different business address or were already created in the system before the feature was introduced.
Open the company profile and check whether all relevant members are visible.
If a different business address should also be allowed during the booking process, activate this option in the relevant form.
What customers see and what you should keep in mind:
Customers or employees benefit from not having to maintain all company data individually and from appearing in a shared company context. As an admin, you should pay particular attention to consistent domains and duplicate company names so that automatic assignment works cleanly.
Example 2: Training provider with manual company assignment
Example 2: Training provider with manual company assignment
A training provider works with a few business customers whose employees book seminars. The companies should be maintained cleanly, but the assignment is intentionally done manually.
Create a company profile for Stadtwerke Nord.
Store the billing address Hafenweg 4, 24103 Kiel, and the VAT ID DE987654321.
Open the existing customer profiles of Laura Jensen and Tim Becker.
Manually assign both customers to the company profile Stadtwerke Nord.
Check in the company profile whether both persons appear as associated members.
If needed, add more contacts as soon as new employees of the company are created in anny.
What customers see and what you should keep in mind:
Customers continue to exist as individual persons in anny but are additionally assigned to the company. As an admin, you benefit from cleaner company data, even if you intentionally maintain the assignment step by step manually.
When is the feature useful?
Company profiles are especially useful
when multiple customers or employees should be assigned to the same company.
when company data such as billing address, domain, or VAT ID should be maintained centrally instead of multiple times.
when you want to clearly separate customers and companies in lists, evaluations, or later billing processes.
when you want to enable self-service for company data or member management.
If, on the other hand, you only manage individual private customers without a shared company context, you generally do not need a dedicated company profile.
FAQ
Can I only use company profiles for admins?
No. While company profiles are particularly relevant for admins, they can also be used by registered anny customers – depending on the setup – to manage company data and members themselves.
Are existing customers automatically assigned to a company?
Not necessarily. Assignment can be done manually or optionally automatically via the company name and business email domain. You should review existing data once specifically after the feature is introduced.
Can customers continue to exist without a company profile?
Yes. A customer profile remains fundamentally independent. Company profiles complement the existing person logic instead of replacing it.
Is the different business address in checkout a mandatory part of the feature?
No. This part is optional. You only activate it if you want to additionally request a different business address in forms for subscription plans, services, or booking packages.
Are company profiles already relevant for future collective invoices?
Yes. The feature creates the structural foundation for consistently managing company data and multiple associated persons. This makes future company-related billing processes significantly easier.
Troubleshooting
Problem: Employees are not automatically assigned to the correct company.
Check whether the company name and business email domain are maintained consistently. Even small deviations can prevent automatic assignment from working unambiguously.
Problem: Duplicate company profiles are created for the same company.
This is usually not a technical error, but a data quality issue. Check whether similar company names have been created in parallel and use the domain as an important criterion for cleanup.
Problem: A person is not assigned to a company profile, even though they are booking for a company.
Customers can still exist without a company profile. If assignment is desired in your setup, you must add the person manually or prepare the automatic logic cleanly.
Problem: No input for a different business address appears during checkout.
This is expected behavior if the corresponding option has not been activated in the form of the subscription plan, service, or booking package. The checkout extension is only an optional part of the feature.