Track

Multi-site

What a second location owns on its own, and what head office owns instead. Then the three things that stop at a location boundary: roles, package balances and capacity.

4 lessons

In order

  1. 1Multi-location and organisationsA second site is a second business account with its own calendar, team and clients. One thing sits above them both, and it is the bill.2 min read · Owner
  2. 2Team members, roles and permissionsFour roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings.3 min read · Owner
  3. 3Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.4 min read · Owner or front desk
  4. 4Schedules and Sessions, part 2 - resources and capacityA resource has its own hours and its own capacity, and a service ignores it entirely until you link the two. This is why a daycare set to 3 still shows a fourth spot.3 min read · Owner