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Location list

In short

The Location list is your branch directory — every physical location of your business, identified by the Branch ID the POS sends and a Branch Name you control. Always keep this list up to date. It's read by Dashboard top-locations, every Report that breaks down by branch, and the Favourite branch on every Member profile. A missing or stale branch name shows up as a blank or wrong label across the entire help center.

What you'll see​

The Location list page shows total and active counts at the top, controls in the middle (Search, Add new Location, Export), and a table below with three columns:

  • Branch ID — the identifier the POS sends via the API on every transaction. Set by the POS / your integrator; you don't change it here.
  • Name — the human-readable branch name. This is the field you control. It's what shows up everywhere else in the management panel.
  • Status — Active (green) or Paused (red). Pause a branch to stop it counting in reports without deleting the row.

Location list page. Header shows "Location list — 7 Total — 6 Active". Toolbar has Search Location field, Add new Location button (orange), and an Export button. Table has columns Branch ID, Name, Status. Rows show one Paused branch and six Active branches (Branch ID and Name values masked).

When to touch this​

Three operational moments:

  • Open a new branch. Add a row with the new Branch ID and Name. Until you do, transactions from that branch will arrive at the platform with a Branch ID that has no name on file — they'll still count for revenue and reporting, but show with a blank or raw-ID label.
  • Rename a branch. Edit the Name. The change propagates everywhere the name is read — Dashboard, Reports, Member profiles all pick it up on the next render.
  • Close a branch. Pause it (don't delete) — historical transactions need the row to still exist so old reports still resolve the name. Pausing keeps the row, just stops it counting in Active totals.

Why this matters more than other Settings pages​

Almost everything else in Settings is set-and-forget. The Location list isn't. It's the only Settings surface that needs operational maintenance — every time the business opens, closes, or renames a location, this list needs to follow.

Specific surfaces that read directly from this list:

  • Dashboard → Top locations leaderboard.
  • All branch-level Reports — Sales, Visits, Discounts, Punch, Credits.
  • Member profile → Behaviors → Favourite branch.
  • Smart Campaigns audience filters that key off branch (e.g. "members whose favourite branch is X").

If a member's favourite branch shows up blank, or a Top locations leaderboard has a numeric ID instead of a name, this is the page to check first.

Export​

The Export button downloads the current list as a CSV. Useful for offline edits or for handing the list to a partner system. The CSV is a snapshot — no two-way sync — but it's the easiest way to bulk-review names.