Organizations and locations
Qwick business platform account management is available at two levels: organizational and location. We assign all individual locations a parent org. By accessing the Locations tab, users can view their organization's location hierarchy and customize it accordingly.
The name of the organization will match the name, information, and billing details of its primary (first created) location. That organizational information can be changed at any time. Each location can operate independently of an organization, but it’s also possible to simply share managers and billing information from an organization to each location. Favorited professionals and blocked professionals will be shared org-wide, meaning if one location within an organization "favorites" a pro, the entire organization will see them. The same behavior applies to blocked professionals.
Organizational level
Organizational managers have access to all locations within the organization and have the ability to make updates to the organization or its locations, including billing, adding or removing location managers, and posting shifts. They also have the authority to select and pay pros for shifts or create new locations for the organization.
To edit an organization, an organizational manager needs to click the pencil icon in the organizational record. The three tabs Team, Billing, and Info at the top can be clicked to update the corresponding information in the tabs.
Location Level
Location managers have access to the location(s) to which they are attached only. This includes updating billing, adding and removing team members, updating location info, posting shifts, and selecting and paying pros for shifts. Location-level managers cannot make changes to the organization and cannot create new locations within it.
To edit a location, the location manager must click the pencil icon in the location record. The three tabs Team, Billing, and Info at the top can be clicked to update the corresponding information in the tabs.
Location search menu
The new location search menu is found at the top right of the platform. Search and change your location here.
Organization and location billing
Organizations can have a default billing setup for paying pros. Newly created locations can then inherit the default organizational billing, or the location can have its own custom billing different from the default organizational billing.
To add default org-level billing:
Go back to the Locations page
Click the pencil icon on the organization in the locations page
Click the Billing tab
Add a payment method
To set a location as the default org billing, after the billing is added to the org level:
Go back to the Locations page
Click the pencil icon on the location in the Locations page
Click the Billing tab
Click Reset to Org
To set a location to have custom billing
Click the pencil icon on the location in the Locations page
Click the Billing tab
Click Add Custom Payment Method
See these articles for assistance with different billing types:
Creating a new location
Only organizational managers can create new locations in the organization. Organizational managers will click on the Locations tab in the menu on the left and then click Add a New Location under the organization. This new location will inherit the default organizational billing method.
Adding organizational and location managers
Organizational managers can invite new managers to the organization or to the location(s). Click on the Locations tab in the menu, then click the person icon next to the organization or the location(s) you want to invite the manager to. Location managers can also do this, but only for the locations to which they have access. To see a list of managers for an organization or location, click the pencil icon next to the organization or location and then click the Team tab at the top.
Removing organizational and location managers
Click on the Locations tab in the menu, then click the pencil icon next to the organization or the location(s) you want to invite the manager to. Location managers can also do this, but only for the locations to which they have access. To view a list of managers for an organization or location, click the pencil icon next to the organization or location, then select the Team tab at the top.