Add a location

A location is one site: it has its own rota, areas, checks and settings. Adding one is a walk of five steps on the web, named along the top: Location, Uses, Till, Set-up and Targets. Only the first has to be done in one go.

Step 1: create the location

1. Open the Location row at the top of the sidebar and press Add new location. Or open Settings, then Locations, and press New location.
2. Under Address, start typing in Find the venue and pick the place. Its name, address and a pin on the map are filled in. Correct Name, Town / city and Postcode if you need to. The pin later becomes the centre of the clock-in zone.
3. Under Icon and colour, pick the mark that will tell this site from your others, or leave the one offered.
4. Under Start from, choose A blank site or A copy of another site. See below for what each brings.
5. Under Week, choose whether the rota’s week starts on Monday or Sunday, and check the Time zone; press Change if it is wrong.
6. Press Create location. It says Location created and moves on to the next step.

While you fill this step in it is kept as a draft (Draft saved). Finish later leaves it under Drafts — not created yet on the Locations page, where Continue picks it up.

A blank site or a copy

• A blank site starts with two areas, Kitchen and Front of house, a starting set of shift types and starter checks.
• A copy of another site brings that site’s areas, positions, stations, shift types, checks and menu items; the wizard shows how many of each. It also keeps the other site’s rules: its targets, holiday rules and clock-in settings, and the parts of the app it uses. Switch on Bring the team to put its people on at the new site as well.

Steps 2 to 5

1. What will this location use? Switch off any part of the app this site will not use, then press Next. You can change this at any time; see Turn parts of the app on or off.
2. Which till? Choose SumUp POS Pro to connect it, or No till to add one later. See Connect a SumUp POS Pro till.
3. Areas and team Set the Areas people work in, and, if you want them, Positions and Stations. See Set up areas, positions and stations.
4. Targets Set the Labour target, the Clock-in zone and Holiday, then press Finish.

Steps 2 to 5 save as you go. Finish later on any of them takes you to the Locations page; the location already exists and can be finished another day.

What happens next

• The new location is in the location list in the sidebar and on the phone.
• If you are not an Admin with access to every location, you are put on at the new location so that you can open it.
• Setup appears in the sidebar for it, with what is still to do: the team, the first rota, the menu, checks and the till. See Work through the Setup checklist.