Stores Setup Guide

Store Structure and Purpose

A store represents an operating unit. It can have its own hours, service area, staff, and reminder behavior, which makes it one of the key layers for clean operational segmentation.

• •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, reminder timing, and whether the customer sees realistic appointment options for that location.

• •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, travel expectations, and routing decisions 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 and cross-location confusion.

• •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 often depend on both store-level settings and business-level defaults, so this layer matters when delivery results look inconsistent.

• •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, improve local execution, and separate problems that are really location-specific.

• •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.