Single Sub-Account vs. Multiple Sub-Accounts | Aesthetix CRM

Single Sub-Account vs. Multiple Sub-Accounts

This article explains the key differences between using a single consolidated sub-account versus multiple sub-accounts in Aesthetix CRM for multi-brand or multi-location practices. It outlines how integrations, inbox management, workflows, contacts, branding, and pricing are impacted by each setup, with clear callouts for any limitations to consider. Use the comparison chart below to determine which account structure best aligns with your operational needs, communication preferences, and growth goals. If you’re unsure which option is right for your practice, our team will help you evaluate the best approach.

Executive Summary

Aesthetix CRM supports both centralized and separated account structures to accommodate multi-brand and multi-location practices.

For most organizations, a single consolidated sub-account offers the best balance of cost efficiency, centralized reporting, and operational simplicity, while still allowing segmentation by brand, location, and campaign.

However, practices that require fully independent inboxes, separate email domains, or strict brand isolation may benefit from multiple sub-accounts, each with its own dedicated subscription.

Single Sub-Account vs. Multiple Sub-Accounts

Category	Single Sub-Account (Consolidated)	Multiple Sub-Accounts (Per Brand/Location)
Overall Investment	Lower total cost with centralized pricing	Higher total cost (subscription required per sub-account)
Google Business Profiles	Unlimited profiles for Analytics & Ads	Supported per sub-account
Meta Ads (Facebook & Instagram)	Multiple pages and ad campaigns supported	Supported per sub-account
Facebook & Instagram DMs	Limited to one FB Page and one IG handle in inbox for DMs	Separate inbox connection per brand/location
EMR Integration	EMR Integration will update contact data by location	Supported per sub-account
Website Forms	Unlimited forms	Supported per sub-account
Workflows & Automations	Segmented by brand, location, form source, or campaign	Fully independent workflows
Primary Email Domain	Limited to one sending domain	Unique domain per sub-account
Email Sender Names	Unlimited custom sender names	Unlimited custom sender names
Custom Domains (Pages & Links)	Multiple domains supported	Multiple domains supported
Branding	Custom branding across email, SMS, and content	Fully independent branding
Contact Management	All contacts housed in one account	Contacts fully separated
Contact Segmentation	Smart Lists by location and other fields	N/A (already separated)
Inbox Management	Shared inbox across locations	Separate inbox per brand/location
Inbox Filtering	Cannot filter by Location Filter by assigned user	Filter by assigned user
User Permissions	“Only show assigned data” can help limit visibility	Natural data separation
Reporting & Analytics	Centralized reporting across brands/locations	Reporting split across accounts
Operational Simplicity	One login, centralized management	Increased admin and account management

Recommendation Framework

Best Fit for a Single Sub-Account:
Growing multi-location or multi-brand practices seeking lower cost, shared reporting, and streamlined operations.
Best Fit for Multiple Sub-Accounts:
Organizations requiring complete brand separation, individual inboxes, or distinct email domains for each brand or location.

Schedule a demo to discuss your optimal account configuration.

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