Multi-location
One account, branches that work differently
Each location gets its own pipeline, staff, availability and numbers. Head office sees all of it rolled up, and nobody sees another branch’s customers.
The situation
Head office wants one view. Each branch wants its own way of working. Every reporting request becomes a data export and a phone call.
All sites
214
Bookings
389
Leads
24
Staff
Business-wide managers see across every site. Numbers roll up.
Isolated by default
A contact belongs to a location. Staff at one branch cannot read another branch’s records — not hidden in the interface, refused at the database.
Rolled up where it matters
Reports, dashboards and billing aggregate across every location you can see. An owner sees the group; a branch manager sees their branch.
Different, not identical
Pipelines, services, availability, quiet hours and phone numbers are per location, because a city-centre branch and a suburban one do not run the same week.
In short
Multi-location: common questions
Can one branch see another branch’s customers?
No. A contact belongs to a location, and staff at one branch cannot read another branch’s records — refused at the database, not just hidden in the interface.
Can head office see all locations together?
Yes. Reports, dashboards and billing roll up across every location a person is allowed to see. An owner sees the group; a branch manager sees their branch.
Which plans support multiple locations?
Pro Growth and above. Pro Growth covers up to 3 locations and Business Plus up to 10.
See it on your own data.
Self-serve plans come with a 3-day trial. The card goes in at checkout and nothing is charged until day 4 — cancel before then and nothing is.