Multi-store setup & operations

Multi-store keeps company-owned locations in one workspace: one customer history and team, with the operating work, money, inventory and customer identity attached to the store where they belong. It starts on Pro; see the feature page and pricing.

The populated Stores scoreboard across three time ranges, followed by the operating workspace switching to Ocean Mall. Recorded from the real app with fictional demo data.

What is shared and what belongs to a store

Shared across the workspace:

• Customer records and complete repair history
• The item catalog, while on-hand quantities remain separate
• Team accounts, with optional store limits and per-store roles
• Business defaults that a store can override where supported

Attached to an operating store:

• Tickets, appointments, intake and sales
• Register sessions, drawers, receipt printers and Square location mapping
• Stock counts, purchase-order destinations, transfers and cycle counts
• Public booking availability and store-facing contact/brand details
• Reporting, targets and exceptions

Add or clone a location

1. Open Settings → Business → Locations and click Add location (marked 1).
2. Enter the name, address, phone, email, timezone and currency. Mark it as a Warehouse only when it should hold and transfer stock without opening a register.
3. To start from a known-good counter, choose Clone configuration from. Cloning copies the store settings overlay and tax bindings; it does not copy stock, tickets or history.
4. Save, then work through the setup checklist shown on the location row.

Edit the location again to map its Square location, receipt printer and register drawers. For messaging and documents, open its Identity & branding card and set any store-specific values:

• Review links and public phone
• SMS from-number, email display name and reply-to
• Document logo and header
• Ship-from address for labels

Blank identity fields fall back to the main business profile.

Use the Stores dashboard

Open Stores in the sidebar for the operating view. Switch between Today, Week and Month, then sort the table by store, collected revenue, invoices, tickets created or closed, turnaround, open A/R or target attainment. Restricted users only receive the stores they are allowed to see.

Each row shows:

• Prior-period changes and a 14-day revenue trend
• Register status and any drawer discrepancy
• Low-stock count
• Monthly revenue target and current attainment

Select a store name to open Reports already filtered to that location. The bottom row rolls up all stores in view.

The exception strip is deliberately specific. It flags a register left open, a drawer over/short beyond the configured threshold, an open store with no sales yet, or low stock. When nothing is wrong, it says all stores look healthy.

To set targets, select the target cell on a store row and enter its monthly revenue and ticket goals.

Switch the operating store

The location switcher in the sidebar sets the active store for the workspace. Staff only see locations their account can use.

• Queue and intake create work at the active store.
• All Tickets can filter across stores and labels rows with their store.
• Quick Sale defaults to the active store; a multi-store user can explicitly choose another store before payment.
• The register opens for the active store and, when that store has more than one drawer, asks which drawer to use.

A warehouse cannot open a register.

Move and rebalance inventory

The same catalog item has a separate on-hand quantity at each location. In Inventory, the all-locations view adds one stock column per store.

To move stock manually:

1. Open Stock transfers and choose the source and destination.
2. Add one or more items and quantities, then create the transfer.
3. Mark it sent when it leaves the source and received when it arrives. The two-store movement stays visible in the transfer history.

The Rebalance tab compares shortages with available stock elsewhere. A suggestion includes the part, the source, the destination and a quantity. Draft transfer opens the normal transfer form with those values filled in; you still review and create it.

Purchase orders also carry a receiving location. Set a default receiving store or change the destination before receiving the order. Inventory counts are store-scoped.

Let customers choose where to book

When public booking has multiple stores available, the first screen is Choose a location. The page shows each store and whether it is open today, then loads available slots for the chosen store. The submitted appointment keeps that location.

The store’s identity overrides control the contact details customers see on messages, receipts, PDFs, portal pages and review requests.

Assign the team

In Settings → Team, a team member can have:

• Access to selected stores
• A role at each store: inherit the workspace role, admin, tech or viewer
• One home store for their default operating context

For non-owner accounts, no location assignments means access to every location. Owners are unrestricted by design. Use Open locations matrix to assign a larger team across stores in one grid; fine-grained roles and home stores remain on each member row.

Deactivate a store safely

BenchKey keeps at least one active store. When a location still has open tickets or upcoming appointments, Deactivate asks where to move them and completes the reassignment before shutting the store down. Choose another active, non-warehouse location.

Billing

Every active, non-warehouse location is one seat on the workspace’s plan. Pro includes its team allowance per location; Business has unlimited team members. Warehouses are free and do not run a register. The Locations & billing card shows each billed store, any free warehouses and the current monthly total.

Franchisees operating in separate workspaces use the additional brand-level controls described in Franchise operations.