Multi Location Tools

Connect and manage agency-level actions with a specific sub-account. Link your agency app to a single location, enabling powerful automation capabilities across that selected account.

Create and manage powerful multi-location dashboards directly from your agency level. Build custom dashboards where you can add sections, widgets, and structured layouts to visualize data across multiple locations.

Create a parent (headquarter) location and link multiple child locations under it for centralized management. Organize your account structure in a hierarchical way for better control and scalability. All contacts created in the parent location can be automatically mapped and synced to the connected child locations, ensuring consistent data flow across your structure.

Create, manage, and send bulk email campaigns to your contacts with ease. Build structured campaigns by selecting a location, choosing templates, and defining campaign details. Create new campaigns, organize existing ones, and track them through a simple management interface that shows campaign name, template, creation date, and actions.

Provides a centralized, agency-level financial reporting dashboard to aggregate, monitor, and analyze payment transaction volumes, success/failure rates, and monetary amounts across all connected portal sub-account locations.

Displays a KPI summary card showing the total count of active client sub-account locations connected to your agency portal account.

Displays a KPI summary card showing the total count of all payment transaction attempts - both successful and failed - processed across your agency sub-accounts.

Displays a KPI summary card showing the total count of completed and settled payment transactions across all agency sub-accounts.

Displays a KPI summary card showing the total count of unsuccessful or declined payment transaction attempts across all agency sub-accounts.

Displays a KPI summary card showing the combined total monetary value of all processed payment transactions - both successful and failed - across your agency sub-accounts.

Displays a KPI summary card showing the cumulative monetary value of all completed payment transactions across your agency sub-accounts.

Displays a KPI summary card showing the cumulative monetary value of all unsuccessful or declined payment transactions across your agency sub-accounts.

Displays a KPI summary card showing the total count of distinct customers or contacts who have initiated transactions across your agency sub-accounts.

Renders a vertical bar chart visualization comparing total transaction volume alongside successful and failed billing counts across your agency sub-accounts.

Renders a proportional pie chart visualization comparing the gross monetary volume of successful transactions against failed payment amounts across your agency sub-accounts.

Opens a calendar date range selector to filter transaction volumes, financial totals, and chart analytics across a custom timeframe.

Triggers a manual sync to fetch real-time billing records and refresh all transaction metrics, financial totals, and analytical charts across your agency sub-accounts.

Connects custom reporting dashboards to specific sub-account locations and data sources, enabling multi-location analytics and customized widget reporting.

Triggers an integration authorization prompt to link sub-account portal locations to the reporting suite for multi-location analytics tracking.

Toggles layout editing mode for the active dashboard, unlocking controls to add, reorder, resize, and configure widgets and section containers.

Opens a configuration modal to define dynamic variables and custom key-value pairs that widgets can reference in their filter conditions and display rules.

Opens a configuration modal to add structural container sections and customize their layout styling, including background colors, borders, and corner radiuses on your dashboard canvas.

Opens a selection modal to add visualization widgets, CRM data objects, and custom design elements to your multi-location dashboard canvas.

Triggers a workflow modal to establish a new custom data source, allowing you to aggregate contact and sub-account data feeds for dashboard widgets.