Frequently Asked Question

How do I set up a Franchise Structure?

Last Updated 6 years ago

Go to SETUP > SETTINGS. Under GENERAL, check the box for "Is Franchise?"
Go to SETUP > OWNERS AND REGIONS. Enter the names of each of your Owners and Regions. These will be used later to let you sort reports by region and owner and give permissions for various people to view information at specific facilities.
Go to SETUP > FACILITIES. Add each of your facilities. Select the correct Owner and Region for each facility. These can be changed later.

Add and Edit new Owners, Regions and Facilities as needed as you grow.