Creating or modifying a franchise region

If you are the franchisor of a business, your franchise locations are included in WellnessLiving. To keep all of your franchisees organized, you can create regions for your franchises. Franchise regions are used to group and classify your franchises. An administrative staff member can be assigned to oversee each region.

In this article:

To create or modify a franchise region:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Franchise.
  4. On the Franchise menu, click Franchise Regions.
    • To create a new region, click Create Region.
    • To modify an existing region, click the ACTION button An image of the more button which is three gray dots stacked vertically. next to the region you want to edit and click Edit.
  5. In the REGION NAME field, enter the name for the region .
  6. In the REGION DESCRIPTION field, enter a description for the region.
  7. In the ASSIGN REGION ADMIN list, select an administrator for the region. The administrator is assigned to oversee the region and associated with the region in reports.
    • To add franchise locations to the region:
      1. Click the Add Location button.
      2. Filter the locations as needed. To filter by country, click Country and select the countries you want to view. To filter by state or province, click State/Province and select the states and provinces you want to view.
      3. Click Location. Under AVAILABLE, click the franchise locations to include in this region. The franchise locations you choose are listed under SELECTED.
      4. Click ADD LOCATIONS. Your selected franchise locations are added to the franchise region.
    • To remove a franchise location from the region, click the Delete button  next to the franchise location.
  8. Click SAVE.

To delete a franchise region:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Franchise.
  4. On the Franchise menu, click Franchise Regions.
  5. In the list of regions, click the ACTION button An image of the more button which is three gray dots stacked vertically. next to the region that you want to delete.
  6. Click Remove.
  7. In the popup window, click OK. The franchise region is deleted.
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