Location Management — Training Portal

If your business operates from multiple locations, the platform filters data by your selected location. This lesson explains how location filtering works and how to switch between sites.

How Locations Work

Every piece of data in the system — clients, bookings, payments, inventory — is associated with a location. When you select a location, you only see data relevant to that site. This keeps things organized and prevents confusion between branches.

Single-location businesses — Your location is set automatically. No action needed.
Multi-location businesses — You choose your working location at login and can switch anytime.

Switching Locations

Find the Location Dropdown

In the top bar, look for the location name displayed near the search bar. It shows your currently selected location.
Click to Open

Click on the location name to reveal a dropdown list of all locations you have access to.
Select a New Location

Click the desired location. The page will refresh and all data will update to reflect the new location.

Data changes immediately. When you switch locations, the client list, bookings, POS items, and reports all update to show data for the selected location. Make sure you're on the right location before taking actions like creating bookings or processing payments.

"All Locations" View

Some features offer an "All Locations" option that shows combined data across all your sites. This is useful for:

Managers reviewing total revenue across branches
Searching for a client who may be registered at a different location
Generating company-wide reports

Be careful with "All Locations": Some actions (like creating a booking or processing a payment) require a specific location. Switch to the correct location before performing these actions.

Location Permissions

Your manager controls which locations you can access. You'll only see locations assigned to your account in the dropdown.

Role	Typical Access
Front Desk Staff	Single assigned location
Float Staff	Multiple locations (as needed)
Manager	All locations + "All Locations" view
Owner / Admin	Full access to everything

Troubleshooting

I can only see one location

Your account may only be assigned to one location. Contact your manager if you need access to additional sites.

Data looks wrong after switching

Give the page a moment to refresh. If data still looks incorrect, try a full page refresh (Ctrl+R or Cmd+R).

I don't see the location dropdown

If your business has only one location, the dropdown won't appear — your location is set automatically.

Quick Reference

Action	How
Switch location	Click location name in top bar → select new location
View all locations	Select "All Locations" from dropdown (manager/admin only)
Set default location	Profile → Location Settings
Request access	Ask your manager to add you to additional locations