SmartRec aims to align as closely as possible with the way organizations are structured. And while most organizations that use SmartRec are single entities managed through a single SmartRec store, the software can also accommodate larger organizations that may employ a hub-and-spoke structure. These organizations are typically made up of a central head office, with multiple “child” locations under their purview.
Amilia's Multi-location management is designed for such organizations.
How it works
A Multi-location management configuration consists of a Parent account and Child accounts, where the former (Parent) has full control over the latter (Children).
Parent accounts have a yellow banner to distinguish them from regular Amilia SmartRec stores.
The Parent can, among other things:
Use 'Network settings' to determine what multi-location management features are available to Child locations.
Manage the permissions granted to Child locations.
Create and manage Network Memberships and make them available to Child locations or allow Child locations to create their own memberships.
Create and manage Activity Templates and make them available to Child locations to import and sell in their local SmartRec store.
Create Network Tags and Centralized Forms that are available to Child locations.
Gain visibility into every Child location in its Network through Network reports and analytics.
The Parent determines the scope of what Child locations can accomplish, and Child locations are bound to the permissions they’re granted by the network Parent.
Based on their granted permissions, Child locations may:
Import Network memberships and create local memberships (local memberships are the same as memberships in single-instance accounts).
Import network activity templates or create local activities.
Import and manage client accounts across all locations (e.g., branches, etc.) connected to the Parent.
Benefits of Multi-location management
Automate and simplify recurrent business processes – Network memberships and activities created at the Parent-level are made available to all Child locations under the network Parent.
Enhance your efficiency while reducing human error – Centralized management saves organizations time and is less error-prone than distributed management.
Scale more easily and with accrued confidence – As a network Parent, you can add Child locations to your network as your organization grows.
Enforce brand unity across all locations – Multi-location management ensures all Child locations adhere to branding guidelines, preserving the look and feel of your organization to ensure consistent member experiences across the network.
Easier, more accurate data visualization – Network Reports and Analytics let you quickly view metrics across all your branches/locations.
Help content related to Multi-location management
These articles are specific to Multi-location management and can be viewed by the network Parent and Child locations.
6. Network tags