> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Companies

> Keep companies as their own records: manage members, domain, billing address, and VAT ID centrally in one place.

With company profiles, companies are kept in anny as independent records, instead of just as free text on individual customer profiles. You manage members, domain, billing address, and VAT ID centrally in one place, creating a consistent basis for shared company data, analyses, and later billing processes.

## How do company profiles work?

A company is created as its own record and can be linked to several customers. Company data such as domain, billing address, and VAT ID is maintained on the company, not spread across individual customer profiles.

### Roles in the company profile

| Role        | Description                                                                                                                      |
| ----------- | -------------------------------------------------------------------------------------------------------------------------------- |
| Admin/Owner | Exactly one person per company. The central main contact (for example the point of contact). By default the first linked person. |
| Members     | All other assigned people. Any number, assigned manually or automatically.                                                       |

### Assigning members

Members can be assigned to a company in two ways:

* **Manually**: You assign customers to the company via their customer profile.
* **Automatically**: New customers are assigned to the matching company based on company name and business email domain.

### Differing business address at checkout

Optionally, you can have a differing business address requested at checkout in the form settings of subscription plans, services, or booking packages. This setting is independent of the company profile and merely complements it.

<Tip>
  Automatic assignment saves work, but only works reliably when company names are maintained consistently and the email domain clearly matches the right company.
</Tip>

## When do I use this?

* **Several employees of one company use anny together**: Bundle all people under one company profile, instead of maintaining company data multiple times.
* **You want to manage billing address, VAT ID, and domain centrally**: Maintain this data once on the company instead of per person.
* **You need clean analyses by company**: With their own records, business customers are clearly separable in lists and exports.
* **You are preparing collective invoices or company-related billing**: Company profiles create the structural basis for this.
* **Not suitable for**: Purely private customers without a shared company context. The regular customer profile is enough there.

## How it connects with other features

* [**Manage customers**](/en/manage-customers): Customer profiles remain independent. Company profiles add a shared company level on top of the person level.
* [**Customer balances & collective invoices**](/en/customer-balances-and-collective-invoices): Company profiles form the basis for company-related billing processes.
* [**Communities**](/en/communities): Communities control booking access, company profiles bundle company data. Both can be combined (for example one community per business customer).

## Settings & options

| Setting (Admin)            | Description                                                                    |
| -------------------------- | ------------------------------------------------------------------------------ |
| Company name               | Name of the company as a record                                                |
| Domain                     | Business email domain for automatic assignment                                 |
| Billing address            | Central company address for invoices                                           |
| VAT ID                     | The company's VAT identification number                                        |
| Admin/Owner                | Main contact of the company (exactly one)                                      |
| Members                    | Assigned people (manual or automatic)                                          |
| Differing business address | Optionally request at checkout (per subscription plan/service/booking package) |

Owners and admins see the company account's balances directly on the home screen of the company profile.

## Real-world examples

<AccordionGroup>
  <Accordion title="Coworking space with automatic assignment via email domain">
    A coworking space serves Muster GmbH. Twelve employees book desks and meeting rooms. They should all be bundled under one shared company profile.

    <Steps>
      <Step title="Create a company profile">
        Open **Customers** → **Companies** and create a new company profile for "Muster GmbH".
      </Step>

      <Step title="Enter company data">
        Enter the domain **muster.de**, the billing address, and the VAT ID.
      </Step>

      <Step title="Check automatic assignment">
        For newly registered employees, check whether email addresses like [name@muster.de](mailto:name@muster.de) are assigned to the company profile automatically.
      </Step>

      <Step title="Add missing people">
        Manually add people who book with a different email address or were already in the system before the feature was introduced.
      </Step>

      <Step title="Review the result">
        Open the company profile and check that all relevant members are visible and the company data is stored correctly.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Training provider with manual assignment">
    A training provider works with a few business customers. Assignment should be deliberately manual.

    <Steps>
      <Step title="Create a company profile">
        Open **Customers** → **Companies** and create a profile for "Stadtwerke Nord".
      </Step>

      <Step title="Enter company data">
        Enter the billing address and VAT ID.
      </Step>

      <Step title="Assign customers manually">
        Open the existing customer profiles (for example Laura Jensen, Tim Becker) and assign them to the "Stadtwerke Nord" company profile.
      </Step>

      <Step title="Review the result">
        In the company profile, check that both people appear as members. Add more contacts if needed.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Are existing customers assigned to a company automatically?">
    Not necessarily. Assignment can happen manually or automatically via company name and email domain. You should review existing data once after introducing the feature.
  </Accordion>

  <Accordion title="Can customers continue to exist without a company profile?">
    Yes. A customer profile stays independent. Company profiles add to the person level without replacing it.
  </Accordion>

  <Accordion title="Is the differing business address at checkout mandatory?">
    No. You only enable it if you want to request a different business address in forms for subscription plans, services, or booking packages.
  </Accordion>

  <Accordion title="Are company profiles relevant for collective invoices?">
    Yes. They create the structural basis for keeping company data and associated people consistent. This makes later company-related billing processes easier.
  </Accordion>

  <Accordion title="Can I find companies via the global search?">
    Yes. Companies can be found via the global search in the admin area.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Employees are not assigned to the right company automatically">
    Check whether company name and email domain are maintained consistently. Even small differences can prevent automatic assignment.
  </Accordion>

  <Accordion title="Duplicate company profiles appear">
    This is usually a data quality issue. Check whether similar company names were created in parallel and use the domain as the criterion for cleanup.
  </Accordion>

  <Accordion title="No business address appears at checkout">
    This is expected behavior when the option was not enabled in the form of the subscription plan, service, or booking package. The checkout extension is optional.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * UI path: **Customers** → **Companies** (company management)
> * Roles: exactly one Admin/Owner per company (main contact, by default the first linked person), any number of members
> * Assignment: manually via the customer profile or automatically via company name + business email domain
> * Company data centrally on the company: domain, billing address, VAT ID
> * The company profile complements the customer profile, it does not replace it. Customers can exist without a company.
> * Differing business address at checkout: optional form setting per subscription plan/service/booking package
> * Owners/admins see the company account's balances on the home screen of the company profile
> * Companies findable in the global search (since 06.07.2026)
> * Automatic assignment only works reliably with consistent company names and a clear email domain
> * Related articles: /en/manage-customers, /en/communities, /en/customer-balances-and-collective-invoices