Create an organization
The first step of onboarding a new customer is creating their org. This is also where the billing relationship is established, so the details you enter here matter more than they look.
Where to do it
Section titled “Where to do it”Console → top-left organization switcher → Create organization. You’re operating as your own user; the new org becomes a separate tenant immediately after creation.
What to fill in
Section titled “What to fill in”| Field | Source | Notes |
|---|---|---|
| Team name | Customer’s Impressum | Use the legal entity name as it appears on the customer’s website Impressum. This becomes the invoice recipient downstream in Stripe. |
| Plan | Discussed during sales | Quotas below. A customer with 2 Lead Pools falls into Professional. |
| Billing interval | Monthly or yearly | Both are supported; yearly typically priced at a discount. |
| Address | Customer’s Impressum | Copy from the Impressum so it stays consistent with VAT records. If the customer corrects it later, the source of truth is Stripe — that’s the only place the billing address actually lives. |
| Contact email | Your own onboarding inbox with +<customer> suffix | See below. |
Plan quotas
Section titled “Plan quotas”Quotas are per resource, not per “location” — an org can have multiple Calendars per physical location if it makes sense.
| Plan | Lead Pools | Calendars | User seats |
|---|---|---|---|
| Starter | 1 | 1 | 2 |
| Professional (recommended) | 3 | 3 | 6 |
| Business | 6 | 6 | 12 |
Above the Business plan, contact sales for a custom quota. Quota enforcement happens at create-time — attempting to create a 4th Lead Pool on Professional surfaces an upgrade prompt.
The +suffix email convention
Section titled “The +suffix email convention”When prompted for the org’s primary contact email, enter your own onboarding inbox with a Gmail-style +suffix, e.g. you+inspire-martial-arts@yourcompany.com. Mail still routes to you, and the suffix tags every system email so you can tell at a glance which org it came from. Stripe also surfaces the suffix in its customer list, which makes triage trivial.
Works with any Gmail-hosted inbox (so most operators).
After creation
Section titled “After creation”The console switches you into the new org automatically.
What the org has at creation time
Section titled “What the org has at creation time”Out of the box, a fresh org has:
- A default set of lead-state categories (see Lead-state categories).
- No Lead Pools, no Calendars, no Standorte. You create those next.
- No email infrastructure wired up. See Email setup for the SendGrid + DNS dance.
The next step is to define the org’s Standorte — they’re the glue everything else hangs off.