To access the 'My Franchisees' tab click the Franchisees tab, and click My Franchisees.
Through the My Franchisees you can add, update and access your Franchise information.
At the top of this page you will see a search filter. This allows you to use filters to search for and find specific Franchises.
Below these search filters are two green buttons on the right:
Adding a Franchise (Centre):
Clicking the Add Centre button will bring you to a new page where you will click "Add new centre account."
From here you will enter various details:
Centre Details
Site Address
Postal Address
Centre Group Contacts
Set Sort Order for Centre
Report Logo
Once you have completed these details, click the 'Create Centre' button. It will now be added to your 1Place system as a new Centre.
Franchisee (Centre) List:
On the front page of My Franchisees will be a list of all of your Franchisees (Centres).
From here you can view all of your Centres names and rooms, as well as engage in actions with the centres within the 'Action' box on the right side of the table.
View/Edit: Allows the user to view the information entered during the creation of the Franchisee. Also allows the user to edit this information if needed.
Deactivate: This allows the user to deactivate the centre if it is not active within your business anymore.
As a whole, the My Franchisees (Centre) section of 1Place allows you to create, search and view/edit your Franchisees.
Edit Franchisees (Centers) Order To access “Edit Franchisees Order” click the Settings tab, and then click ‘Edit Franchisees Order.’ This will change the order your franchisees appear on your Franchisee Manager. When you click ‘Edit Franchisee ...
Customize Labels In 1Place you may change labels for many areas of your instance. To access Customize Labels click the Settings tab and then click ‘Customize Labels.’ You may change your ‘Menu Labels’ which are the names of the tabs at the top of ...
My Group Contacts To find the ‘My Group Contacts’ setting click the settings tab and then click ‘My Group Contacts.’ The purpose of this setting relates to the creation of new (or the editing of current) Franchisees (Centers) and the creation of new ...
Aliases Instead of individually searching for groups of franchisees or sites, or selecting them one by one for reports, we can put them into useful groupings called aliases. To find the Aliases setting, click the settings tab, and click “Aliases” at ...
Checklist Exception Calendar You can now block out specific dates, date ranges and recurring dates that should be ‘excepted’ from checklist schedules. No more unnecessary checklists going overdue! Where do I find it? Click on Checklist Settings then ...