Tenant management

What is a tenant?

A tenant is a business account inside your Booknetic SaaS platform. If you run a booking platform for salons, clinics, trainers, or agencies, each business that signs up to use your platform becomes a tenant.

Each tenant gets its own login, its own booking setup, and its own public booking URL. For example, one tenant might be your-platform.com/aurora-wellness, while another tenant might be your-platform.com/metro-dental.

As the SaaS owner, you manage tenants from Booknetic SaaS → Tenants. From there, you can see tenant accounts, create a tenant manually, edit tenant details, change the assigned plan, review payment history, or delete a tenant when you are sure the account should be removed.

Creating a tenant

You can add tenants in two ways:

• Let tenants sign themselves up from your public signup page.
• Create the tenant manually from your SaaS admin panel.

Use self-signup when you want a normal public registration flow. Use manual creation when you already know the business, they paid offline, or your team is onboarding them directly.

Option 1: Tenants sign themselves up

With the signup page enabled, a business can create its own account without you adding it manually.

The usual flow is:

1. The tenant opens your signup page.
2. They enter their full name, email address, and password.
3. They verify their email.
4. They choose their booking URL name, such as aurora-wellness.
5. They add company details, such as company name, address, phone number, website, logo, and any extra fields you configured.
6. They enter their Booknetic dashboard.

New signup tenants are placed on the trial/default plan you configured in your SaaS settings. Their starting expiration date is based on your trial-period setting.

The tenant's URL name must be unique. If a tenant sees a message that the name is already taken, ask them to choose another short name using letters, numbers, hyphen, or underscore.

Option 2: You create a tenant manually

To create a tenant yourself:

1. Open Booknetic SaaS → Tenants.
2. Click Add Tenant.
3. Choose whether to create a new WordPress user or use an existing WordPress user.
4. Enter the tenant email address.
5. Add a password if you are creating a new user.
6. Enter the tenant URL name in Domain.
7. Enter the tenant's full name or business owner name.
8. Choose the tenant's plan.
9. Set the Expires on date.
10. Click Add Tenant.

A manually created tenant is useful when you want to onboard a business yourself. For example, you might create a tenant after a sales call, assign the correct plan, and send the business their login details.

How the WordPress user link works

Every tenant is connected to a WordPress user. This user is the account holder who signs in to manage that tenant's Booknetic panel.

You have two choices when creating a tenant:

• Create new WordPress user — best for most new tenants.
• Use existing WordPress user — useful only when the person already has a suitable WordPress account on your site.

One WordPress user should not be used for multiple tenants. Also, do not use your own administrator account as a tenant account. Keep your platform-owner account separate from tenant accounts.

Editing a tenant

To edit a tenant:

1. Open Booknetic SaaS → Tenants.
2. Find the tenant in the list.
3. Open the row actions menu.
4. Click Edit.
5. Change the fields you need.
6. Click Save Tenant.

You can update basic tenant information such as email, URL name, full name, plan, expiration date, and custom-field answers.

The most important edit is often the Plan field. When you move a tenant to another plan, Booknetic applies that plan's feature access and limits after you save.

Editing a tenant does not create a second tenant account. It updates the existing tenant.

Cancelling vs deleting a tenant — important distinction

Customers often use the words “cancel” and “delete” as if they mean the same thing. In Booknetic SaaS, they are very different.

Cancel subscription

Cancel means stop recurring billing.

When a tenant cancels a subscription:

• The tenant account still exists.
• The tenant's data stays in place.
• The tenant keeps access until the current paid period ends.
• No new recurring charge should be made after cancellation.
• The tenant can subscribe again later.

Use cancellation when the tenant wants to stop paying but may still need their account, data, or access until the end of the paid period.

Delete tenant

Delete means remove the tenant account from your platform.

When a tenant is deleted:

• The tenant record is removed.
• The tenant's appointments, customers, services, staff, locations, billing history, workflows, and other main tenant booking data are removed.
• The tenant's login access is removed for that tenant account.
• Booknetic tries to cancel an active Stripe or PayPal subscription during deletion.
• Some uploaded files can remain on the server as unlinked files, so treat privacy or full data-removal requests carefully.
• There is no undo button.

Always cancel the subscription first if the tenant is still actively billed. Then delete only when you are sure the account should be removed.

Deletion is permanent. If the tenant may come back, if you may need their booking history, or if you are not completely sure, do not delete yet.

What happens when a plan capability is OFF

Plans control what tenants can use. A plan can include or exclude features such as locations, payments, workflows, coupons, custom forms, affiliate access, tenant directory access, and other modules.

When a capability is OFF for a tenant's plan, the tenant usually experiences it in a simple way: the feature is not available in their panel. The menu item may disappear, or the tenant may not be able to use that feature.

Turning a capability OFF does not mean the tenant's whole account is deleted. It only limits access to that feature.

For plan limits, the effect can be stronger. If a tenant is moved to a lower plan or an expired plan, items over the allowed limit may be deactivated so the tenant fits the new plan. For example, a lower plan may allow fewer services, staff members, or locations.

In plain language: the tenant's data is usually restricted, not treated like a deleted account. If you later move the tenant to a plan that allows the feature or limit again, Booknetic can make the feature available again according to the new plan.

Common questions

Will tenants get an email when I delete them?

No automatic customer-facing deletion email is confirmed by default. If you want tenants to receive a message, configure your SaaS workflows for the tenant-deleted event before relying on email notification.

Will my Stripe or PayPal subscription auto-cancel if I delete the tenant?

Booknetic tries to cancel the active Stripe or PayPal subscription during tenant deletion. However, if the payment provider cancellation fails, the local tenant deletion can still continue.

For safety, cancel the subscription first, confirm billing is stopped, and only then delete the tenant.

If I cancel a tenant, will their data be deleted?

No. Cancellation stops recurring billing. The tenant account and tenant data stay in place, and access continues until the current paid period ends.

If I delete a tenant, can I restore it later?

No. Deleting a tenant is permanent. Do not delete a tenant unless you are sure the tenant account and its booking data should be removed.

Can one WordPress user manage more than one tenant?

No. A WordPress user should be connected to only one tenant. If you need to create another tenant, use a different user account.

What should I do if a tenant says a feature disappeared?

First check the tenant's assigned plan. If the feature is OFF in that plan, the tenant will not see or use that feature. If the tenant recently expired, also check your Expired plan settings.

What should I do before deleting a tenant?

Use this checklist:

1. Confirm the tenant really wants deletion, not just cancellation.
2. Cancel the subscription first if recurring billing is active.
3. Export or save anything you may need later.
4. Warn the tenant that deletion is permanent.
5. Delete only after you are sure.

Related

• Plans & limits → coming as a separate doc
• Cancellation & deletion → coming as a separate doc
• Tenant signup → coming as a separate doc
• Billing and payments → coming as a separate doc