Managing Locations

What This Helps You Do

Add new locations to your account, update location details, and manage which location is your primary.

Onboarding note

We typically set up your initial locations during onboarding, so don’t feel intimidated by this page. In most cases, your location list exists mainly as a reference point, with only occasional updates needed later.

Before You Start

You need Owner access to manage locations. Location management is found under Global Settings > Locations in the portal sidebar.

How to Add a New Branch

1. Go to Locations in Global Settings
2. Click New Location
3. Fill in the location details:

Field	Required	Notes
Name	Yes	Business name for this location
Phone	No	Location phone number (US/Canada format)
Address	Yes	Full street address
City	Yes
State/Province	Yes
Postal Code	Yes
Country	Yes	Defaults to United States
Timezone	Yes	Affects notification timing and report dates
Location Identifier	Auto	Generated from your address; you can customize it

4. Save the location

Double-check the timezone

The timezone you set here controls when scheduled notifications go out and how dates appear in reports. Make sure it matches the local time for this branch.

After creating a location, you may want to:

• Set up location-specific branding
• Add review sites for this location
• Create flows scoped to this location
• Assign team members to this location

Editing a Location

1. Go to Locations in Global Settings
2. Click on the location you want to edit
3. Update any fields and save

Changing the Primary Location

1. In the locations list, find the location you want to make primary
2. Toggle the Primary indicator
3. Confirm the change

Caution

The primary location cannot be deleted. If you need to delete what is currently the primary, first designate a different location as primary.

Deleting a Location

Only an Account Owner can delete a location.

Deleted locations are soft-deleted — they’re hidden from your day-to-day view while keeping the data safe. The location can be restored if needed.

If you need a location and its data completely purged from the system, contact an FSRevs team member to finalize that request.

Caution

Deleting a location affects all resources scoped to it — flows, review sites, smart links, team role assignments, and more. Review what depends on this location before deleting.

Location Settings Reference

Setting	What It Controls
Name	Displayed in the portal and on customer-facing pages
Phone	Location contact number; displayed on public pages
Address	Full address used for location identification and public pages
Timezone	Notification timing, report dates, displayed timestamps
Location Identifier	Short label used for easy identification (e.g., “Downtown”)
Primary	Whether this is the account’s primary location

Location-Linked Features

From any location’s detail page, you can also access:

• Branding — Set location-specific logo and colors
• Public Page Settings — Configure how testimonials display for this location
• Audit History — View changes made to this location’s settings

Common Mistakes

• Wrong timezone — Double-check timezone after creation; it affects notifications and report dates
• Unclear location identifier — Choose something your team will recognize at a glance (like “Main Street Bakery” or “Warehouse 4”)
• Not assigning team members — Users without location-level roles won’t be able to access data for new locations

Related Pages

• Understanding Locations — How locations work
• Location-Level Overrides — Global vs. location settings
• Roles & Permissions — Assigning location-level roles
• Branding Settings — Location-specific branding