Multi-Location Management

Related docs: Financial Analytics | Presence Analytics

What is Multi-Location Management?

Multi-location management lets you:

• Operate multiple business locations under one organization
• Track revenue and metrics per location
• Maintain location-specific branding and information

When to Use Multiple Locations

Use multiple locations if you have:

• Physical locations in different cities or regions
• Franchise units operating independently
• Client accounts managed separately
• Brand locations requiring separate tracking
• Regional offices or branches

Use a single location if:

• You operate from one physical location
• All billing comes from the same entity
• You don't need separate tracking by location

Setting Up Locations

Creating a New Location

1. Navigate to Locations
2. Click "Create Location"
3. Enter location details:
   • Location name
   • Physical address
   • Contact email
   • Phone number
   • Website URL
4. Configure operating hours
5. Add location branding:
   • Logo
   • Cover photo
6. Save the location

Location-Based Billing

Each location can bill customers independently:

Location Revenue Tracking

Track financial performance by location:

• Total revenue per location
• Outstanding invoices per location
• Payment collection rates
• Revenue trends over time

This helps you understand which locations are most profitable.

Managing Multiple Locations

Best Practices

Consistent Processes

• Use the same product catalog across locations
• Standardize billing policies
• Align pricing strategies
• Share best practices

Location Autonomy

• Allow location-specific pricing when needed
• Enable local customer relationships
• Support location branding
• Respect local market conditions

Regular Reviews

• Compare location performance monthly
• Identify struggling locations
• Share successful strategies
• Adjust based on data

Location Coordination

Coordinate activities across locations:

Customer Management

Important: All customers are accessible from every location in your organization. This means:

• Any location can create invoices or quotes for any customer
• Customer contact information is shared across all locations
• You can see a customer's complete billing history across all locations

Why this matters:

• A customer who visits one location can be served by another location
• You have a complete view of each customer's relationship with your business
• No need to duplicate customer records

Location-specific billing: While customers are accessible everywhere, invoices and quotes are always associated with a specific location. This ensures proper revenue tracking and reporting per location.

Reporting Cadence

• Weekly location performance reviews
• Monthly consolidated reporting
• Quarterly strategic planning

Location Settings

Configure location-specific settings:

Integration Settings

• Stripe accounts: Each location can have its own Stripe account, or you can use the same account for all locations
• Google Business Profile: Each location must have its own Google Business Profile (Google requires separate profiles for different physical addresses)
• Facebook Pages: Each location should have its own Facebook Page for location-specific reviews and engagement
• Directory listings: Each location has its own set of 50+ directory listings - see Listings for details

Important about listings and reviews: Each location's online presence (listings, reviews, ratings) is completely separate. A review left at Location A appears only on Location A's listings, not on Location B's. This ensures accurate, location-specific presence management.

Scaling from 1 to 2 Locations

Ready to add a second location? Follow this checklist to ensure a smooth transition:

Before Adding Your Second Location

1. Review your first location's setup

   • Ensure products are well-organized
   • Verify billing processes are working smoothly
   • Document any location-specific customizations

2. Plan your location structure

   • Decide on naming conventions (e.g., "Company Name - City" vs "Company Name North")
   • Determine if locations will share the same branding or have unique branding

Adding Your Second Location

1. Create the new location

   • Navigate to Organization → Locations → Create Location
   • Enter location-specific information
   • Upload location branding if different from your first location

2. Set up payment processing

   • Connect a Stripe account (can be the same or different from Location 1)
   • Test invoice payment to ensure Stripe is working correctly

3. Connect online directories

   • Link the location's Google Business Profile
   • Connect the location's Facebook Page
   • See Listings for detailed setup instructions

4. Configure location settings

   • Review operating hours
   • Set up any location-specific products or pricing
   • Add employees who will work at this location

After Adding Your Second Location

1. Train your team

   • Show employees how to switch between locations in Paydough
   • Explain that customers are shared but invoices are location-specific
   • Review reporting structure for multi-location analytics

2. Monitor both locations

   • Use Financial Analytics to compare location performance
   • Track online visibility for each location in Presence Analytics

Scaling Multi-Location Operations

As you continue to grow beyond two locations:

Location Performance Monitoring

Track location health using Financial Analytics and Presence Analytics:

• Revenue per location
• Growth trajectory
• Collection efficiency
• Online visibility and presence metrics
• Customer satisfaction

Cross-Location Insights

Learn from your locations:

• Identify top performers using analytics dashboards
• Analyze success factors across financial and online presence metrics
• Replicate best practices
• Support struggling locations

Multi-Location Success Tips

Start Simple: Begin with basic location setup, add complexity as needed.

Empower Locations: Give locations autonomy with clear guidelines.

Monitor Performance: Review metrics regularly, address issues promptly, share learnings.

Maintain Consistency: Use standard processes, train users similarly, ensure brand consistency across locations.