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Getting Started with Multi-Location Business App

This guide will walk you through setting up the Multi-Location Business App to efficiently manage multiple business locations from a single platform.

Prerequisites​

Before you begin, ensure you have:

  • Active Business App accounts for each location
  • Partner or admin access to the multi-location portal
  • Proper user permissions configured

Setup Process Overview​

The Multi-Location Business App setup involves organizing your business locations into logical groups for streamlined management. Partners can create and manage these business groups through several methods designed for efficiency and flexibility.

Creating Business Groups​

Partners can create Business Groups using two primary methods:

Method 1: From the Multi-Location App Homepage​

  1. Navigate to the Multi-Location app homepage
  2. Click on the "Create Group" button
  3. Enter the group details and save

Create Group from Homepage

Method 2: From the Business List​

  1. In Business App, navigate to the Business List section
  2. Select multiple businesses using the checkboxes
  3. Click "Add to Group" from the actions menu
  4. Choose an existing group or create a new one

Add Accounts to Group

Creating from the List View​

You can also create a group directly from the list view:

  1. Select multiple businesses in the list
  2. Click "Create Group"
  3. Complete the required details

Create from List

Importing Business Locations​

For efficient bulk setup, you can quickly add multiple business locations:

  1. Prepare a CSV file with all location details
  2. Navigate to Import in the Multi-Location app
  3. Upload your CSV file
  4. Map the columns to the required fields
  5. Submit the import

Import List

Configuration Steps​

Follow these steps to complete your Multi-Location Business App setup:

  1. Create Business Groups: Organize locations using the methods above
  2. Add Locations: Assign existing Business App accounts or import new ones
  3. Configure Permissions: Set user access levels for each group
  4. Customize Dashboard: Configure metrics and reporting preferences
  5. Train Users: Ensure team members understand the multi-location interface

Managing Business Groups​

Once created, you can easily manage your business groups:

  • Edit group details and members
  • View aggregated analytics
  • Apply bulk actions across all locations in a group
  • Create targeted marketing campaigns for specific groups

Edit Groups

Benefits for Partners​

The Multi-Location Business App provides significant advantages for partners managing multiple client locations:

  • Enhanced Efficiency: Manage multiple locations without switching between accounts
  • Better Insights: View aggregated data to identify trends across locations
  • Streamlined Operations: Apply changes, updates, and campaigns to multiple locations simultaneously
  • Organized Structure: Create logical groupings that match your business organization

Next Steps​

Once you've completed the initial setup:

With your Multi-Location Business App properly configured, you can now efficiently manage and monitor multiple business locations from a single, unified platform.