Creating or modifying a franchise region

If you’re a franchisor, your franchise locations are included in WellnessLiving. To keep all your franchisees organized, you can create regions for your franchise locations. Franchise regions are used to group and classify your franchise locations. You can assign a staff member to oversee each region, and you can configure session passes and memberships to be used at multiple franchise locations within a region.

In this article:

    To create or modify a franchise region:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Franchise.
    5. On the Franchise menu, click Franchise Regions.
    6. Create or modify a region:
      • To create a new region, click + Create Region.
      • To modify an existing region, click the Action button An image of the more button which is three gray dots stacked vertically. next to the region you want to edit and click Edit.
    7. Under REGION NAME, enter the name for the region.
    8. Under REGION DESCRIPTION, enter a description for the region.
    9. Under ASSIGN REGION ADMIN, select an administrator for the region. The administrator is assigned to oversee the region and is associated with the region in reports.
      • To add franchise locations to the region:
        1. Click the Add Location button.
        2. Filter the locations as needed. To filter by country, click Country and select the countries you want to view. To filter by state or province, click State/Province and select the states and provinces you want to view.
        3. Click Locations. Under AVAILABLE LOCATIONS, click the franchise locations to include in this region. The franchise locations you choose are moved under SELECTED LOCATIONS.
        4. Click ADD LOCATIONS. Your selected franchise locations are added to the franchise region.
      • To remove franchise locations from the region, in the Locations table, select the checkbox for each location to be removed, then click the Remove Selected button.
    10. Click SAVE.

    To delete a franchise region:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
    4. On the Setup menu, click Franchise.
    5. On the Franchise menu, click Franchise Regions.
    6. In the list of regions, click the Action button An image of the more button which is three gray dots stacked vertically. next to the region that you want to delete.
    7. Click Remove.
    8. In the confirmation popup, click OK.
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