Rather than relying solely on how your organization is structured, Location Groups provide flexibility to segment locations based on operational needs, performance, or overall business strategy.
Using Location Groups can help streamline reporting by allowing you to compare similar locations more effectively. They also make it possible to target automations to specific groups of centers, analyze performance trends across regions or categories, and customize workflows without impacting every location in your system. This added layer of organization helps ensure your processes are both efficient and tailored.
To set up Location Groups, navigate to Settings, then Organization Info, and scroll down to the Location Groups section. From there, you can create and name your groups and assign locations accordingly.
Common Examples:
1. By Region (State/Province)
Texas Locations
Florida Locations
Ontario Locations
Use Case:
Run reports to compare enrollment trends or revenue by region.
2. By Performance
Top Performing Centers
Mid-Tier Centers
Growth Opportunity Centers
Use Case:
Apply different follow-up automations or marketing strategies to underperforming centers.
3. By Brand or Program Type
Montessori Schools
Play-Based Centers
Corporate/Employer-Sponsored Locations
Use Case:
Customize messaging and workflows based on the educational approach or audience.
Creating Location Groups (Snapshot)
Settings > Organization Information > Location Groups > Add Groups