Overview
The Locations tab in your Business settings lets anyone with the “Manage Business” permission view all of your business locations. You can also click into any location's billing.
If your business is on the Enterprise plan, you can organize locations into groups and apply tags to mirror your organizational structure. These groups and tags make it easier to filter reports and gain insights into specific areas of your organization. You can also assign IDs to locations for quicker search and reference.
Organize locations into groups
To create a location group, head to the Locations tab of your Manage Business settings and select “New group”
Name the group whatever you like (up to 100 characters).
Once the group is created, select locations to join from the list. You can also use the search or filters to select locations based on their geographic location, other groups they belong to, or tags.
A location can belong to one group, or it can be ungrouped. If you add a location to a new group, it will no longer be a part of its previous group. A group can also exist without any locations, ex. You plan to add locations to the group later.
To adjust a location’s group, select the three dot menu on the location, and select “Change group” or “Remove from group.”
Tagging locations
While locations can only belong to one group, they can have unlimited tags. To tag a location, select the three dot menu, and choose “Manage Tags.” You can create a new tag or select from existing tags.
You can also select locations and tag or group them by clicking “Manage Tags” at the top of the locations list.
Filtering reports by location groups and tags
Location groups and tags can be pulled into reports as columns. You can also group reports by location groups and tags, or filter the report entirely to only show data from specific location groups or tags.