PocketSuite makes it easy to manage a business with multiple storefronts or a nationwide franchise system with our Multi-location Edition. This is the ideal solution for a franchise brand, multi-location business, or an entrepreneur who owns multiple service businesses, even if they’re in different industries.
Important: The Multi-location Edition of PocketSuite is currently exclusively available for current PocketSuite account holders. If you’re new to PocketSuite, schedule a call to learn more about running your franchise or multi-location business on our app. If you’re already running a business on PocketSuite, reach out to our support chat to migrate your information to the Multilocation Edition.
In this article:
- Learn how to set up a multi-location account
- View roll-up reports with data from all locations
- Find out how to collect royalties and other fees
- Create custom location fields
- Learn how to manage multiple locations
- Learn how to route leads to different locations
Set up your account
To get started as a multi-location owner, sign up for a multi-location account on your desktop or from your phone by visiting www.pocketsuite.io/register-franchise.
To get started, select your industry.
You will be asked to fill out basic information about yourself and your business, including your name, Business Name, Email Address, Phone Number, and zip code. Tap Next.
We’ll verify your phone number via text.
And you’re all set! Go ahead and download the PocketSuite app, then sign in with your phone number.
Multi-location owners have a unique referral link that they can share with location managers when they’re ready to get up and running. Go to Settings > Refer your edition to get your link. When someone signs up for PocketSuite using this link, they will be automatically added as a location on your Multi-location account. Even if a location or business is already running on PocketSuite, they can use this link to be added to your edition. This link will be formatted as pocketsuite.io/join-franchise/{your username}. Your username can be set under Settings > Profile.
View Roll-up Reports
As a multi-location owner, you can easily understand the health of your entire system with our advanced reporting feature.
Go to the Rollup Sales dashboard to see your roll-up reports.
You can view and compare different metrics on these reports, such as revenue, total items sold, and refunds. All rollup metrics will show you aggregated data from each location on your Multi-Location edition. You can also use this reporting dashboard to view your income from royalties.
You can group the data by different dimensions, such as lead source, state, or one of your location fields. Tap Group By under the graph. You can setup location fields under Settings > Fields. Any single choice field can be edited on the location record and used for reporting.
Pro tip: The Rollup sales metric is the gross income from all your locations and disregards refunds. Rollup income on the other hand accounts for refunds.
Read this article to learn the most common questions you can answer with PocketSuite’s Smart Reports.
Bill and Collect Royalties
With PocketSuite, billing and collecting fee payments from your locations is a breeze.
If you have flat fees you charge your locations, you can set those under Settings > Royalty Fees.
Once you’ve set up any flat fees, head to Settings > Royalties to set your royalty percentages and customize your royalty reports. See our article on Royalties to learn more about royalty reporting and collection.
Your locations will be billed for royalty fees on the first of the month. You can charge them manually with an existing card on file, let the location manager pay manually, or have the location manager set up autopay. Use the Royalty dashboard on your home screen to view all paid and unpaid royalties for a set time period.
Note: If location managers have AutoPay toggled on, they’ll be billed on the second day of every month. Royalties can be paid via credit card, debit card, or ACH payments. Credit and debit payments incur a processing fee (passed on to the location by default) of 2.9% +$0.30 per transaction. ACH payments, which must be initiated by the location and not the Multi-location owner, incur a processing fee of 1% or $1, whichever is less. In order to pay via ACH, locations must add a checking account under Settings > Payment methods and verify it using two small payments which will be deposited into their account.
You can view your royalties owed, as well as the income from royalty payments, on your reporting dashboard.
Pro Tip: You can create custom fees for all your locations, such as for marketing or website hosting. Simply tap the plus sign (+) at the top of the screen in Settings>Royalty reporting.
Add Location Fields
Use location fields to keep important information easily available, such as the location’s region or whether they’re mobile or brick-and-mortar businesses. Read this article to learn more about adding fields to location and client profiles.
Go to Settings > Fields and tap on the plus sign (+) at the top of the screen to add a custom field.
Fill out the field title, field type, and appropriate labels.
Then you can select Show on and toggle Location record to make the field specific to your locations. Location checkout, when toggled on, allows each location to edit this field from their account.
Remember to hit Save and Done when editing location fields.
Manage Locations
As the owner, you can manage all location information and connect with location managers in the app. This makes it easy to stay on top of your system in one place.
From the Home screen, tap Locations at the bottom of the screen or on the locations dashboard. Here you’ll see a list of all your current locations organized by state or city. Select a location.
You can chat with the location manager or review their information. You can also edit their royalty fees and location fields. Tap Edit.
Note: As the owner, you can set a default royalty fee for all locations in Settings > Royalties and then override them with custom rates for individual locations here. This is a great way to provide discounted rates for any of your locations.
You can also tap Location fields to add and fill out custom location fields for that location. These are created under Settings > Fields.
Route leads to different locations
As a multi-location owner, you may have prospective clients fill out an online lead form on your corporate website. You can use PocketSuite to easily route those leads to an appropriate location. Read this article to learn more about Online Lead Forms.
You can customize the fields which appear on the Online Lead form under Settings > Fields. Set the name, field type, and whether or not this field is required. Then, under Show on, toggle Lead record on to make this a lead field and leave Lead checkout toggled on to include it on your Online Lead form.
From the home screen, tap Leads to view your lead dashboard.
Here, you will see all the leads that have filled out your online lead form. You can filter these leads by routed, removed, or unassigned.
To route a lead, tap on a lead from the dashboard > tap route > select the appropriate location and confirm. Note that once a lead is routed, it cannot be undone or routed to another location.
And you’re all set! The location that receives the lead will get an in-app text notification with their new prospect.
Pro Tip: You can also add new clients manually for your locations. Simply tap the plus sign (+) at the top of the screen in your Leads dashboard.
Pro Tip: You can also delete leads if you find the client is not fit for any of your locations or they asked to be removed. Simply tap the three dots next to the lead in the Leads dashboard.