Creating Your First Business

In CallScaler, a "Business" is a workspace that contains all your tracking numbers, call flows, call logs, and settings. If you're a single business owner, you'll typically have one business. Agencies and multi-location companies can create multiple businesses to keep everything organized.

When you first sign up, you'll be prompted to create your first business. Give it a descriptive name like "ABC Plumbing" or "Miami Office." You can always rename it later from Settings.

If you manage multiple businesses or buyer, publisher, or broker accounts, use the account switcher at the top of the sidebar. It shows every account in one list with your role next to its name. You can pin accounts to the top, and a search box appears when you have four or more accounts. The current business also has shortcuts to Settings, Billing, and Users, plus a + Create new business action. Each business has its own numbers, call flows, users, and billing.

Some plans support managing multiple business workspaces. This is designed for agencies, franchises, or anyone managing multiple clients. Check your plan details on your billing page.