Adding Another Business During Onboarding
What changes when onboarding is used to add a second or later business, and how the flow ties back into business selection and plan limits.
When you already have at least one business, onboarding becomes the add-business flow rather than the first-business flow. The form is almost the same, but the surrounding behaviour changes in a few useful ways.
What Changes On The Screen
- Card title: the heading changes from Welcome to Work Planner to Add a New Business.
- Card description: the supporting text changes to explain that you are setting up another business to manage.
- Back to business selection: a back button appears above the card so you can return without creating anything.
What Stays The Same
The form fields still create a full business in exactly the same way. You still choose the business name, terminology, setup method, schedule defaults, working days, and marketing preference.
What Happens After Creation
- New business becomes active: once the save succeeds, Work Planner makes the new business the active business for the session.
- Dashboard or imports: the next page still depends on whether you chose manual setup or import.
- Selection is updated for you: you do not have to return to business selection and tick the new business manually first.
Limits And Redirects
Before the form fully loads, Work Planner checks whether your account is still allowed to create another business. If you are at the business limit, the flow sends you back to business selection instead of letting you continue into a form that cannot save.
That limit message usually tells you to upgrade your plan or add a business bolt-on.
Related articles
- Getting Started with Onboarding: the shared onboarding screen itself.
- Business Selection Screen: where the add-business route usually starts when you already have businesses.
- Business Limits and Locked Businesses: what to do if the add-business flow is blocked.
- Selecting One or More Businesses: what happens before and after you switch between businesses.