Store Structure and Purpose
A store represents an operating unit. It can have its own hours, service area, staff, and reminder behavior.
- •Single-location teams can still use one store for cleaner controls.
- •Multi-location teams should separate stores by geography or operation model.
- •Store mapping improves routing, reporting, and assignment consistency.
- •Keep store naming standardized for clearer analytics.
Operating Hours and Timezone
Store hours influence booking availability and reminder timing.
- •Set local working hours per store instead of one global schedule.
- •Confirm timezone accuracy before enabling booking links.
- •Close unavailable days explicitly to avoid accidental bookings.
- •Review holiday hours before peak seasons.
Service Area and Dispatch Coverage
Define each store's practical coverage so dispatch and travel estimates stay realistic.
- •Use service area boundaries that reflect actual travel limits.
- •Avoid overlapping zones unless intentionally shared.
- •Audit out-of-area jobs monthly and update coverage rules.
- •Coordinate service area settings with lead routing rules.
Staff and Service Mapping
Store assignment should mirror your real team structure to avoid invalid booking options.
- •Assign only active staff to each store.
- •Map services by store to control local offerings.
- •Keep staff availability aligned with store hours.
- •Revalidate mappings when opening or closing coverage zones.
Store-Level Reminder Controls
Reminders and notifications can depend on store-level settings and business-level defaults.
- •Enable customer reminder channels per policy (email/SMS).
- •Enable staff reminders for assignment and schedule awareness.
- •Check sender details and branding for each store where needed.
- •Track delivery errors and clean invalid contact data.
Operations and Reporting
Store segmentation helps teams spot performance issues and improve local execution.
- •Track bookings, completion rate, and no-shows per store.
- •Compare reminder conversion rates by location.
- •Use store-level trends to adjust staffing and capacity.
- •Review recurring due reminder outcomes by service and store.
Recommended Store Setup Checklist
- •Create each active store with clear naming.
- •Set timezone and operating hours.
- •Define service area boundaries.
- •Assign staff and service offerings.
- •Enable and test reminder channels.
- •Run one end-to-end booking test per store.
