Articles on: Groups & companies

Create and manage a company

A company is your B2B directory: attach the clients and groups of a single organization to keep the context of your engagements. Unlike group sessions, companies don't depend on any plan.

What a company is for

A company sets the organizational frame of your coaching in a professional context: workshops, peer coaching, recurring engagements at the same B2B client. You attach a company to a group (through its Company field) and to clients, which lets you find everything about that organization in one place.

Companies are unlimited and available on every plan — no upgrade is required to create one.

Add a company

From My groups › Companies, click Add a company. A side panel opens on the right.
Fill in the Name (required, 120 characters max) — for example: "Acme Inc.". It's the only required field.
Complete the Address (optional) section if needed; all its fields are optional:
- Address — the street and number.
- Address line 2 — building, floor, department…
- Postal code and City.
- Country — selector with a flag, prefilled with your organization's country.
Click Save. The company appears in the list and a Company added. message confirms the action.

If the name is empty, the message Give this company a name. shows below the field. If a company already has that name, you'll see This company name is already in use. Please choose another.

Create a company on the fly

You don't have to go through this page. From a group's form, the Company (optional) field lets you create a company directly, without interrupting the group creation.

Edit a company

From My groups › Companies, click the company's row (or open its menu, then Edit company).
Adjust the name or the address in the panel.
Click Save. A Company updated. message confirms the action.

Delete a company

From My groups › Companies, open the company's menu, then choose deletion.
The confirmation window shows the number of attached clients for this company.
Confirm the deletion. A Company deleted. message confirms the action.

Deleting a company doesn't delete the attached clients: they are simply detached from the organization and keep their record and history.

💡 Tip: create the company first, then attach your groups to it from their Company field — that way you keep the B2B context of each engagement in one place.

Updated on: 18/08/2026

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