Build a network of operating locations with their own identity, service geography, time zone and authorized teams. Decide what a parent shares, what a branch controls and how changes reach the people delivering the work.
Order NowKeep each location's identity, services and office work connected.
Create an independent location or adopt configuration from an authorized parent. The location becomes both a public-facing branch with controlled access for the people managing its work.
Set the name, description, address, region and country. Record the business contact name, phone and email, and choose the operating time zone used for local appointments and business dates.
The office can search and filter locations, open their details and see which location they are working in.
Choose a platform subdomain or custom domain as the main web address. Set whether it applies to one location or its branches, activate it and use the available checks and requests for domain routing and security certificates.
Web address options depend on your system setup and authorized location rules.
Manage Active, Coming Soon, Closed and Maintenance states. Record an opening date for a coming-soon location and use permitted activation, deactivation, duplication or deletion actions as the organization changes.
Core identity information can be maintained without losing the location's role in the wider operation.
The location-creation workflow combines business identity with detailed geographic setup. Set a center point, search available geography and choose the administrative or service boundaries that define the location's working area.
A common brand does not require common local prices. A shared service catalog does not require every staffing decision to come from the parent. Govern the relevant domains separately.
Branding and email templates can follow the standards the organization chooses to share. Keep the public and customer experience consistent while retaining the permitted local identity.
Services, categories, quote setup, service prices, contract templates, packages and discounts can have their own sharing rules. Local taxes, invoices and payments remain with each location.
Share reusable materials and job instructions where appropriate. Local service areas, routes, schedules, staff, customer records and financial information stay with each location.
Connection credentials remain private to each location. Sharing reusable business setup does not share sensitive credentials or the location’s day-to-day records.
Continue receiving governed parent changes for the chosen domain. Use this where the parent needs to maintain an ongoing operating standard.
Begin from the parent's configuration and then manage it locally. Give a location a useful starting point while preserving subsequent local ownership.
Keep the selected domain outside inheritance. Let the local operation maintain the configuration it is responsible for.
Managed locations connect to their main business automatically. Attaching an existing independent location requires its administrator’s approval. Relationships can be pending, active, suspended, rejected or revoked, giving the organization a record of the operating arrangement.
Authorized users can approve or reject a request, suspend or revoke a relationship and set sharing rules for each area of the business. Where supported, allow local editing, lock branch changes or let a local edit stop future parent updates to that setting.
Review the evidence, dependencies and warnings before applying a change. Where the records support it, compare the versions involved to understand the proposed differences.
A child can accept or deny a parent proposal under the applicable policy. Supported controls can lock child editing, copy settings during creation or send approved changes to participating locations.
Publish approved groups of parent changes and review delivery and recorded history. See what was proposed and which changes reached each location.
Administrators can switch only to locations they are allowed to access. The system keeps the current location visible.
That separation matters when one office oversees multiple teams, while local administrators manage the services and customer work assigned to their own operation.
Local geography and time zones inform the work at the property. The applicable configuration determines available services, pricing and the operating rules used by the location.
Customers, field teams and administrators work within their assigned locations, while parent policies govern the settings the organization chooses to maintain together.
Use location controls for branches, franchise relationships or multiple operating areas. The same feature supports shared standards and local ownership across your configured services and industries.
Advanced sharing, web addresses and access across locations follow your system rules and permissions. Geographic creation tools establish the footprint during location setup.